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3 Reasons Why Robo-Advisors May Not Be for You

While robo-advisors may be a fit for certain investors, they’re not for everyone. Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of ro …

Investment Process

As investors, we would all like to effortlessly beat the markets, buying and selling investments based on brilliant timing, instinct and a little luck. But most of us realize it’s not that easy. Download Guide

FPA Announces Diversity Awards

By: Karen Demasters Two women from China and Columbia will receive the Financial Planning Association Diversity Scholarships, which recognize professionals who are working to encourage diversity in the financial planning profession, FPA announced Wednesday.

Advisors to Clients: Stay Calm and Carry on

In the midst of some crazy market volatility and worldwide stocks plunging further amid doubts about China, investors are reaching out to their financial advisors for some reassurance.

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