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Robo-Advice in the scope of BaFin - Lexology
The provision of investment advice is generally deemed as being the provision of a financial service under the German Banking Act (Kreditwesengesetz, KWG) or the German Securities Trading Act (Wertpapierhandelsgesetz, WpHG) and therefore the ... In its.

24 Surprising Facts About Warren Buffett - Entrepreneur
After much disappointment from the rejection, Buffett discovered that his idols Benjamin Graham (“the father of value investing ”) and David Dodd were professors at Columbia Business School. “I wrote them a letter in mid-August," Buffett shares. "I said.

Fidelity's approach to DOL fiduciary rule rankles some 401(k) advisers - InvestmentNews
This is done via an addendum to existing service agreements authorizing Fidelity to provide ERISA fiduciary investment advice to participants once the DOL rule comes into force, according to a document viewed by InvestmentNews. For larger plans.

RIAs, Family Offices A Rising Influence On Private Equity Markets - Financial Advisor Magazine (registration)
Financial advisors are increasingly helping wealthy families give investments as gifts, according to NYPPEX Private Markets, a New York-based private equity transfer administrator, and the movement is having an impact on private equity secondary.

The Active Equity Renaissance: Behavioral Financial Markets
A fully developed behavioral model of financial ... in future articles. Such tools are the precursors to The Active Equity Renaissance. Disclaimer: Please note that the content of this site should not be construed as investment advice, nor do the opinions. featured highlights: Humana, Alibaba Group Holding, Honeywell International, AGNC Investment and Wintrust Financial
Of course, companies may resort to equity financing as an alternative option to boost their financial resources ... purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a.

Your Financial Adviser Charges What? Understand the Value of Advice
It can be a confusing decision for investors, because it may be unclear why fees can vary so dramatically between financial professionals. SEE ALSO: Bigger Isn’t Always Better When It Comes to Financial Advice While I can’t speak specifically to what.

The future will be fuelled by data - The Australian Financial Review
Its specialties include anti money laundering and know your customer (AML/KYC) tasks, compliant financial advice and risk governance. The challenge for Promontory was that its human consulting services were not scalable. Having a cognitive platform.

Helping Women Over 50 Face Their Financial Fears - New York Times
Ms. Terman Felenstein co-founded the 008- Investment Club, an investing group for women, in 1996. It spawned similar organizations around the country and a book, “The Money Club.” The group disbanded after a few years. But as time passed, Ms. Terman&nbsp.

Mark Cuban's Best Personal Finance Advice, in 1 Sentence -
To help guide you through the money tradeoffs you face every day, Inc. asked founders, investors, and other business leaders to pass along the best piece of financial advice they've ever received. Some of these experts, like GoldieBlox founder Debbie&nbsp.