Practical analysis for investment professionals


Why I Love Having My Own RIA

Business is so much easier when you have autonomy. This is especially true for advisers, since you can choose a structure that fits your philosophy and personality. You can also adapt faster to industry changes, such as the shift to fee-only advice and the fiduciary standard.

Outlook for the US Wealth Management Industry: The Predictive Analytics Era

What will 2016 look like for the US wealth management sector? We asked April Rudin, founder and president of The Rudin Group, to share her predictions and analysis.

Rise of the Machines: Winners and Losers in the Robo-Adviser Battle

How is the war between robo-advisers and traditional registered investment advisers (RIAs) going to play out? Wesley Gray offers some predictions on the potential losers and winners based on the current trends in the market.

Weekend Reads for Finance Pros: Correlation and Causation, HFT, and “House of Debt”

Here are some interesting articles, photographs, radio clips, tweets, and Ted talks I've come across in recent weeks.

Weekend Reads for Finance Pros: China, Daniel Kahneman on Luck, and Retirement

Here in Asia, speculation continues to swirl about China, with headlines portending doom: "rout deepens", "financial distress", and "bear market". Amid all of this, a Tibetan mastiff puppy reportedly sold in China for almost $2 million, prompting author and bubble watcher Vikram Mansharamani to tweet: "China bust coming?"

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