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.
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.
The Rise Of Financial Wellness Apps
Financial wellness is not necessarily related to being wealthy or even rich. It is about being on top of your finances and moving towards your financial goals. It requires being financially literate and having good control of your expenses.
Quick User Guide – Prospects of Wealth
Find a prospect in your area using our search tool Search by a zip code in your area. You can also put in some radius.Choose the source: Executives (the database...Read More
The Pandemic and Participants
«Most Americans (69%) describe themselves as proactive or planners—and 64% either have a plan or have thought in detail about how to afford their desired lifestyle in retirement».
RiXtrema Responds to Riskalyze: Conclusive Proof
More on Riskalyze interest rate stress tests & ‘wildly inaccurate’ predictions? Yesterday, Riskalyze published some attacks on methodologies of their competitors, specifically RiXtrema and Hidden Levers. The day of...Read More
It’s Official. ESG is Inevitable.
Environmental, Social, and Governance is the hot new thing this year. Investors are increasingly applying these non-financial factors in their analysis to identify material risks and growth opportunities.
Election Day Commentary
If you have followed the polls you know that it is widely expected that Joe Biden will be the next president of the US. Two well-known poll aggregators, FiveThirtyEight and the Economist give Biden a 90% and 97% chance of victory on the eve of the election.
Lazy, Lazy, Lazy…Making Election Predictions Based on Faulty Assumptions
Still, so far, so good, nothing about that is particularly disagreeable. I can also envision some serious market volatility if the 2020 election is contested depending on circumstances.