Online trading: DIY Investors vs Pro Financial Advice
The flood of young DIY investors who started trading over the last few years are running into problems that are souring their experience with brokerage platforms.
The RIA Industry vs Financial Advisors
Wall Street was aware of this trend for years, pointing to the fact that the Big Four wirehouses, which also include Wells Fargo Advisors and UBS, have the wealthiest clients and the financial advisors who generate the greatest amount of revenue in the industry.
Cybersecurity under Strain in a Post-Covid World
In recent months it has become quite clear that the work-from-home model, in the wake of Covid, is here to stay. Most organizations have moved to this model, either totally or partially.
What’s New in the World of Crypto?
Cryptocurrency continued to grow throughout 2021 and advisors need to prepare themselves and their clients for the year ahead.
Investments Based on ESG
Today, financial advisors need a global perspective. Everything is so interconnected now that to be successful, everyone in finance needs to be aware of investments and economies all over the world.
Being Proactive Is Crucial for Advisors
Given that the financial advisory industry is short on specialists, the industry needs to improve its diversity and inclusion efforts to attract and retain employees from different groups.