A better way to invest?

Increased chatter about robo-advisors is creating questions about whether they will change the industry. “A watershed moment for individual investors and for the market. … read more »



Increased options

Professionals say that adding options to a portfolio can help high-net-worth clients mitigate risk Affluent investors may have a tendency to stick to what … read more »

Advisor Spotlight: Checchi Capital Advisers

It’s common for many family office clients to hold a long line of family wealth succession, but what makes Checchi Capital Advisers stand out … read more »


Report: It may be worthwhile to litigate with SEC, FINRA

A recent study shows that it sometimes pays for broker-dealers, investment advisors and their representatives to litigate with regulators as opposed to settling. The … read more »

UBS: Women should take more active role in investment decisions

A recent study shows that though affluent couples are equally involved in financial decision making, women are less involved when it comes to investing … read more »