With the proliferation of model portfolio platforms, investment management is increasingly automated, ubiquitous, and not at all the financial advisor’s job.
Dennis Gartman says for investors, it’s a mistake to buy bonds now given the rising rate environment, and probably will be for the next 20 years. Sage Advisory Services' Robert Smith thinks otherwise.
James Springer Jr, a broker at Stifel Nicholas, was awarded $3 million in his arbitration case against UBS Financial Services, his former employer, for defamation. The award is one of the largest in financial industry history related to defamation. ...
Business Owner Action Hinges on Tax Reform The majority of business owners believe taxes are too high and should be a legislative priority ahead of healthcare and infrastructure, according to the latest UBS Investor Watch survey. ...
The One-Hour Rule Children who are taught to spend more time on productive activities, like exercising and reading, and no more than an hour on leisure, like watching TV, tend to be more successful in life, according to a new book by accountant and financial planner Tom Corley. Corley writes in Rich Kids: How to Raise Our Children to Be Happy and Successful in Life that surveys of 233 wealthy individuals on their daily habits versus 128 lower-earning people found that the key to success is limiting what he calls "time wasters." ...
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