The conventional wisdom on high-frequency trading is that it hurts no one and in fact makes market more liquid. Retail investors therefore benefit from the algorithm-driven, split-second trades that make up more than half of the activity on a given exchange.
We’ve taken no formal poll, but anecdotal conversations with several financial advisors in recent weeks lead me to believe that many are stymied by the increasingly perplexing options confronting individual investors.
For those who couldn't make Tiburon Strategic Advisors' CEO Summit, here are the 15 most interesting, salient or surprising data points delivered to attendees during the opening session on Tuesday, Oct. 8.
Sometimes it seems as if the wealth management industry is about 20 years behind when it comes to technology, which is why there are dozens of firms all seeking to bring better “solutions” to advisors and clients around asset aggregation, performance metrics, investment planning and transparency. But few have the engineering firepower of Addepar, thanks in part to its co-founder Joe Lonsdale.
Few public figures can move markets like the chairman of the Federal Reserve. The individual whose charge is to coordinate monetary policy by setting (some would say manipulating) interest rates to keep the value of money sound and the economy growing at a sustainable clip is to many the only oracle that really matters. Vice Chairman of the Federal Reserve Janet Yellen is widely seen as a seamless transition...
Sometimes events overtake us. As we deliberated over this year’s list of candidates for our annual “Ten to Watch” list, we admit that John Michel, president of the former BloombergBlack, was close to making the cut.
We look at succession planning for advisors —an event that can either be a rewarding end to a principal’s career or a disappointing fade to black with little to no effort to pass the firm on, transition clients to younger advisors or monetize the business to leave behind a financial legacy.
Innovation may be difficult to define and hard to identify, but academic research suggests that innovative companies outperform. In this whitepaper Portfolio Managers explore what is Innovation, its role in successful companies and how Guinness Atkinson identifies Innovators for the Global Innovators Fund....More
Many small business owners want to plan for their company’s long-term future and their own retirement. In the past, addressing a small business owner’s retirement and buy-sell needs often meant proposing two independent solutions....More
The advisory practice of the future is alive and well today, but most firms have not future-proofed their practices to stay ahead of the curve. Are you prepared to adapt to the shifting landscape?...More
Predictable cash flow for companies, sustainable dividends for investors. Those are just two of the potential benefits of the "razor and blades" business model that innovative companies around the world have been adopting....More
If given the chance to do it over, advisors say they would put more effort into planning their transitions. What works best for you depends on your needs and goals. Don’t rush it. Explore your options....More