5 “Worst Practices” Every Financial Advisor Should Avoid
There are plenty of bad practices out there in the financial advisory space from conflicts of interest to being out of touch with your clients. But what should you avoid...Read More
Reviewing Top Robo-Advisors and General Tips to Choose the Right One for You
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...Read More
6 Best Practices In Client Communication For Financial Advisors
In our modern world, there are tons of ways to keep up with your clients and even prospects, and we’ve thought up a few ways below for you to keep in mind. Whether it’s their preferred means of communication or what you should be talking about with them, we hope you’ll find some of our strategies below useful...
Proof-of-Work vs Proof-of-Stake: Theory & Practice Part 1
Blockhain is obviously a chain of linked blocks with transaction data in them, so that each block references all previous blocks before it and the chain is unbroken.
Active vs ETFs: Do active funds give you what you pay for?
Most fund managers justify the higher fees associated with the fund by explaining that their skill will allow them to deliver better results than the index. We have taken a...Read More
6 Things that Prospects and Clients Don’t Want to Hear from 401K Advisors
When it comes to communicating with your clients and prospects, it’s important to make sure you steer clear of certain things to make sure you start and maintain a good...Read More