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Robo-advisors are financial tools providing assistance or investment management online with moderate or no human intervention. There are around 100 robo-advisors on the market nowadays, and most of them are called a new word in...

Daniel Satchkov

30 Apr 2019

15 Weekly Stats for Financial Advisors: Week of April 29, 2019

Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an operational insurance platform that...

Yon Perullo

30 Apr 2019

To ESG or Not to ESG?

Environmental and socially responsible investing (also known as ESG, where the ‘G’ stands for governance) has been a hot topic in recent years. Since Earth Day was just a couple of days ago, I...

Daniel Satchkov

25 Apr 2019

How advisors can avoid excessive fees lawsuits and become better fiduciaries at the same time

As we can see from the news excessive fee lawsuits are not going away. It makes a lot of sense that it continues to happen because people smell money. The plan participants and the lawyers...

Gennady Prokofyev

24 Apr 2019

The SEC Enforces Share Class Disclosure

According to Drinker Biddle & Reath’s lawyers, the SEC’s Enforcement Division has started investigations against companies that didn’t self-report in the Share Class Selection Disclosure Initiative. There is a huge risk that these companies will...

Daniel Satchkov

23 Apr 2019

A Blockchain is Not a Blockchain: The Tremendous Difference Between Decentralized and Decentralized Blockchains

When it comes to social impact of cryptocurrencies and blockchain, there are two schools of thought. One says that a blockchain is a great tool of decentralization and disruption in both tech and finance, and...

Blog Medium With Both Sidebar

Reviewing Top Robo-Advisors and General Tips to Choose the Right One for You

15 Weekly Stats for Financial Advisors: Week of April 29, 2019

To ESG or Not to ESG?

How advisors can avoid excessive fees lawsuits and become better fiduciaries at the same time

The SEC Enforces Share Class Disclosure

A Blockchain is Not a Blockchain: The Tremendous Difference Between Decentralized and Decentralized Blockchains

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