How BlackRock Became The World's Largest Asset Manager

BlackRock is one of the world’s most influential companies in finance. At the end of the third quarter, it had $9.464 trillion in assets under management, making it the biggest asset manager in the world. That scale gives CEO Larry Fink a voice in the international effort to fight global warming. Fink kicked off the… Continue reading How BlackRock Became The World's Largest Asset Manager

6 Costly Money Mistakes To Avoid in 2022

Get $5,000 managed for free when you open and fund a Wealthfront Investment Account using this link: Nate O’Brien receives cash compensation from Wealthfront Advisers LLC (“Wealthfront Advisers”) for sponsored advertising materials. Nate O’Brien is a client and this is a paid testimonial. Nate O’Brien and Wealthfront Advisers are not associated with one another and… Continue reading 6 Costly Money Mistakes To Avoid in 2022

How the financial advisory industry can increase its diversity efforts

CNBC unveiled its top 100 financial advisors list and found that the industry lacks diversity. Lazetta Braxton, 2050 Wealth Partners co-CEO and a member on CNBC’s Financial Advisor board, and Evelyn Zohlen, 2020 Chair of the Financial Planning Association and Inspired Financial president and founder, joins ‘Power Lunch’ to discuss why there is a lack… Continue reading How the financial advisory industry can increase its diversity efforts

Will Robots Replace Human Financial Advisors?

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?

Why You Don't NEED a Financial Advisor | Phil Town

One of the most commonly held misconceptions in investing is the idea that you must work with a financial advisor in order to be successful. However, the reality is that investors who manage their own money are often able to perform just as well or better than those who work with a financial advisor and… Continue reading Why You Don't NEED a Financial Advisor | Phil Town