Advisors

Investors looking to evaluate potential financial advisors can avail themselves of many lists of sample questions, such as those suggested by the Financial Industry Regulatory Authority, for interviewing practitioners. But just how to interview references, as is frequently suggested, is less clear. What kinds of questions should a reference expect? “Getting a reference from a
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But the blockchain technology still has some significant kinks to work out, according to technology experts in the financial advisory industry. Aaron Klein, CEO of Riskalyze, a technology company that helps advisors assess clients’ risk tolerance, said he is “long-term optimistic, short-term pessimistic on blockchain.” “Here is the challenge with blockchain today: It is handling
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Technologically advanced and social media-connected financial advisors are what Gen X and millennial clients want. So says a study from Global X, which found that strong technological capabilities would make it more likely for 93 percent of millennials and 71 percent of Gen X investors to work with an advisor. Advisors have been successfully attracting
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