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The term “robo-adviser,” which can be traced back to 2002, isn’t usually meant as a compliment. It refers to online automated investment platforms, which use algorithms to manage investors’ money automatically, rather than assigning a human adviser to actively manage each client’s investments. By calling companies that practice this … Read entire story.
Source: Business Insider
These money and investing tips help you stay in the game no matter the score MarketWatch Source link
Gifts for clients, customers and employees need not be mere gestures to maintain a business relationship. You can add meaning to these gifts and build a reputation as a company that cares. Consider these cause related, green and company charitable gifts and ideas for the ecologic and altruistic business owner…
A reader writes, asking: “Do you think that a financial advisor should be a fiduciary? I’ve seen that discussed elsewhere, but never on your blog.” Well, that depends on exactly what you mean. If you’re in the market for a financial advisor, and you’re wondering …