Greetings from Association of Financial Advisors of India (AFAI)! Bank lending is the most common source of external finance for many MSMEs and entrepreneurs, which are often heavily reliant on traditional debt to fulfill their start-up, cash flow and investment needs. While it is commonly used by small businesses, however, traditional bank finance poses challenges… Continue reading Virtual Session on Role of Financial Advisors in MSME
James M. Mars, CFP, ChFC, Managing Partner of VisionPoint Advisory Group, describes the company’s unique approach to financial services and its offerings for independent financial advisors. TABLE OF CONTENTS: 0:01 – What We Do 0:42 – What is a Premier Advisor? 1:30 – How We Do It 2:26 – Financial Offering (compensation, equity and operational… Continue reading Opportunities for Financial Advisors – VisionPoint Advisory Group
Robo-advisors have had a meteoric rise in popularity since their debut in 2008 thanks to the support from millennials and Gen Z. Today, Robo-advisors manage $460 billion, with some analysts predicting it will become a $1.2 trillion industry by 2024. Watch the video to find out why some investors believe it will never replace traditional… Continue reading Will Robots Replace Human Financial Advisors?