Private Wealth Management

377 Posts

What’s Next for Robo-Advisers?

The future of the investment management industry is online and advisers will render themselves obsolete if they don’t figure out how to add value beyond just overseeing portfolios, Randy Cass, CFA, told delegates at the CFA Institute European Investment Conference. The good news is that advisers who can add value for their clients are secure. “In fact,” Cass said, “the commoditization of portfolio management and asset allocation is probably the best thing that could ever happen to them.” Read more

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Secret Taxes for Financial Untouchables

Well over half of unbanked Americans cite not having enough money as the reason they have not opened a bank account. Substantial fees are one of the culprits. If you think wealth creation is good and want it to happen, freeing the unbanked where you find them is an obvious step, says Will Ortel. Read more

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