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Summary: If you are trying to decide on a financial advisor, perhaps you should ask another advisor. CNBC queried several industry pros on the most important qualities to seek when choosing a financial professional.
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Summary: Halloween is a time of candy, costumes and trick or treating. But mostly it's a time for people to dress up and “become” someone else for a night. How many people are really happy with who they are the rest of their days? This is one of the central questions for most humans when they think about their financial life: What are we willing to give up to be the ideal version of ourselves and avoid a scary ending?
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Summary: Peter Nesvold, the managing director of Silver Lane Advisors and lead author of the study, says that robo advisors are in danger if they are unable to improve their value proposition before more established financial institutions take over the automated advice market.
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Summary: Advisers who can access their clients' employer-sponsored retirement accounts may find themselves in the crosshairs of the Securities and Exchange Commission
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Summary: he importance of ethics in financial services, the future of robots and artificial intelligence and the undeniable benefits of having women on boards: these issues and more were explored at this week’s Australia Investment Conference held by CFA Societies Australia (#CFAAIC2015, for those following on Twitter).
