Added on November 2015 in Other Ideas
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Summary; It’s no secret that robo-advisors have been adding assets under management at a brisk pace. Betterment on Wednesday reported that its assets tripled during the first ten months of this year to $3 billion. But that 200% growth rate is piddling compared to what Cerulli Associates is projecting for the entire robo-advisor industry. In a report released Wednesday the research firm projected a 2,500% jump in robo assets by 2020, to $489 billion.
Added on November 2015 in Other Ideas
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Summary: If you are trying to decide on a financial advisor, perhaps you should ask another advisor. CNBC queried several industry pros on the most important qualities to seek when choosing a financial professional.
Added on November 2015 in Other Ideas
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Summary: Halloween is a time of candy, costumes and trick or treating. But mostly it's a time for people to dress up and “become” someone else for a night. How many people are really happy with who they are the rest of their days? This is one of the central questions for most humans when they think about their financial life: What are we willing to give up to be the ideal version of ourselves and avoid a scary ending?
Added on October 2015 in Other Ideas
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Summary: Peter Nesvold, the managing director of Silver Lane Advisors and lead author of the study, says that robo advisors are in danger if they are unable to improve their value proposition before more established financial institutions take over the automated advice market.
Added on October 2015 in Other Ideas
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Summary: Advisers who can access their clients' employer-sponsored retirement accounts may find themselves in the crosshairs of the Securities and Exchange Commission
