“I was going to be a sales person representing that I managed the portfolio. I couldn’t live with that.”
It has been an exciting start to the investing year. Between the Dow Jones flirting with 20,000 points, a major milestone
An interesting point that makes Swanest uniquely different from robo-advisors is that it merges the best of robo-advisor
Zaneilia Harris Zaneilia Harris is the President of Harris & Harris Wealth Management Group, LLC. Her passion is working
If you've avoided wealth management services in the past because they were expensive, cumbersome and time consuming, welcome to the world of the online robo adviser. As the new alternative to human financial planners, robo adviser-based investment platforms are making automated portfolio management accessible, affordable, and amazingly convenient.
Indeed, I recently co-authored a study of 3,500 highly successful entrepreneurs and found a high correlation between networking
And so today's big question in banking is this: How to combine scalability with security? It starts, says Kaazing CEO Bob
In that report, the authors explore both the potential benefits and risks of AI for financial services, relying in part upon
A simple question what is sustainability for a wealth manager deserves a simple answer.
We all suffer from some status envy, but often those status symbols are merely mirages. They're not real.
It is already known that humans are coping with a number of cognitive biases when making a decision or searching for a solution. After going through the list of all known human biases, the recognition of human's illusion of control becomes strong.
It sounds almost too good to be true: making money by curing cancer? How can something so unequivocally good for humanity also yield a financial return?
I shouldn't speak directly for Wealthfront and Personal Capital and other great wealth management companies, but they seem to have started to compete with low-level RIAs (registered investment advisors) or else to farm off some of their work into a smarter, low-fee passive investment strategy. It is clear the industry is going to and should shift this way and I support what they are doing for the most part.
A project manager must keep a focus on practicality, no matter if he/she plans, manages or reports. The complexity and inter
Future project managers will work on a virtual basis that enables them to better focus on what matters as well as to monitor and control operational risks mindfully. The picture below shall illustrate the business-related processes behind a financial instrument (for instance, as used by hedge funds).
The millennials will be with us for many decades more, so now is the time to get to know them. Start those relationships
Wealth management usually comes in two parts: financial planning to increase and manage your wealth, and estate planning to protect and pass the wealth along to heirs with as few taxes as possible.
As the family office market evolves, small family offices will continue to offer unique and specialized services to their clients as well as strategically partner with other offices, allowing them to fend off stiff competition from private banks while still delivering better value to their clients.
There are now 10.1 million millionaires in the U.S., up from 9.6 million in 2013. At the current rate, nearly 500,000 people will become millionaires this year, ushering them into what is often considered the threshold for high net worth individuals (HNWI).
So many of today's financial advisors are stuck in the outmoded era of a Fred Flintstone, when they need to fast forward to the high-tech tomorrow of the Jetsons.