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Warren Buffet and Active Value Investing

22 May 2018
retirement wealth management

Warren Buffet joined Twitter on May 2, 2013 (@WarrenBuffet) letting everybody know that “Warren is in the house.” He has since tweeted only nine times proving to his 1.36 million Twitter followers that he would rather read than tweet.

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Asset Managers Know Your Customer Requirements

22 May 2018
communications wealth management

It has always been important for asset managers to carefully vet their clients and meet customer due diligence requirements. It is good business to select the right clients; those who fall within an asset manager’s target market criteria and agree with the advisor’s investment philosophy.

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MiFID II’s Transparency – IS Good for the Wealth Management Industry

22 May 2018
compliance wealth management

With all of the uncertainty surrounding the Markets in Financial Instruments Directive (MiFID II), one thing is certain. MiFID II, which became effective 3 January 2018, has introduced a new level of transparency that the wealth management industry will need to attain.

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Cryptocurrency Investment Advice

14 May 2018
bitcoin fintec

Laszlo Hanyecz is an early Bitcoin developer and somewhat of a legend with crypto enthusiasts. Anecdotal evidence suggests that he is the guy who, in 2010, bought two Pizzas with 10,000 Bitcoins in order to prove that digital currency worked.

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