For providing unauthorized trading tips to its clients SEBI has banned Money Plus Research Advisory from accessing the stock market exchange. The firm has been asked to refund the money received from the clients as fees or in any other form in respect of their unregistered investment advisory activities. They were providing investment advisory services… Continue reading SEBI Bans Money Plus Research Advisory | Scam, Fraud
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
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?