Working remotely – the hidden benefits

Working remotely – the hidden benefits

The pandemic forced most advice firms into the safety of the “cloud” trying to keep their business alive. “Trying” quickly went to “thriving” and the Direxion Work From Home Survey found client relations and productivity were either unaffected or improved. Employees enjoyed the flexibility of working from home and owners could look at reducing the…

The future of advice – rise of the robots

I attended an Amazon conference where the key note speaker declared (somewhat tongue in cheek) that “in the future all companies will be IT companies”. He pointed to Uber and Airbnb who are not much more than a computer program and the market capitalization of Facebook, Amazon, Netflix, Google, Microsoft, Apple and Nvidia (called FANGMAN…

Robo revolution

Robo revolution

Immediate answers in a conversational format What is robo advice? Robo advice offers a low-cost alternative to financial advisors. They provide investors with advice about asset allocation, portfolio construction and tax reporting. Users complete an online questionnaire about their investment time frames and ability to handle investment risk and algorithms construct asset allocations based on…