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What is Risk Management? Risk management is top of mind for RIAs and their clients these days. No longer an exclusive province of quant managers, it is discussed regularly in the popular press. From the shortcomings of value-at-risk to the latest stress tests imposed by the Fed on banks, risk management has gone mainstream. But what is risk management? Many market observers and a surprising number of financial professionals seem to think that risk a manager must somehow know the future, peer into the crystal ball with some magic mathematics, or possess inborn clairvoyance. This is a fundamental misconception that drives people to devise ever new ways of predicting the...

Gennady Prokofyev

21 Apr 2022

Wild Spikes in Commodity Prices as a result of Russian – Ukrainian conflict

Commodity prices have soared significantly over the past month, there were several factors that lead to this, the major one being high demand due to supply interruption because of war in Ukraine.

Alexandr Starodubtsev

14 Apr 2022

Making 529 Plans Serve Their Purpose

The FINRA crack down on advisers and broker-dealers who sold recently 529 plans but put their clients into more expensive share classes should be considered as a move in the right direction.

Svetlana Patokova

07 Apr 2022

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.

Sumon Bose

31 Mar 2022

What does the war in Ukraine mean for the global market and your investments?

The crisis in Ukraine has been covered by the global media more closely than any other conflict that scorched the Earth in recent times or the ones that are ongoing currently parallelly in the middle east and elsewhere.