How To Land High Net Worth Investors
If you’re starting out as a financial advisor, having any type of client is good news. However, to achieve
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Read More The Rise Of Robo Advisors In Wealth Management
The use of Artificial Intelligence (AI) has been on the rise worldwide. From home smart devices to the well-known
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Read More MiFID II and PRIIPs: A Breakdown Of The Latest European Regulations For Asset Managers
At the start of 2018, the EU introduced new legislations to make investment funds completely transparent. This is what
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Read More Why Wealth Managers Are Taking Big Data To The Cloud
Cloud computing is transforming the way the financial world is operating. With an easier way to handle data, financial
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Read More Some thoughts on derivatives – Options
These are legitimate arguments, however a more detailed analysis of the idiosyncrasies of each type of derivative and, more
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Read More Robo-Advisors and its expectations
Neither one thing nor the other - this new approach has the potential to change the landscape of investment
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Read More Considerations on stocks
Given the tiresome discussion of the best method to evaluate the purchase - or sale - of a stock,
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Read More Modeling a system for managing options
There is no doubt about the importance of technology in the world of finance. In some cases, the lack
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Read More We’re reconciled. Why Is My Performance Wrong?
The premise of reconciliation is simple. Check one thing against the other; when they match, you are done! Anyone
