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OneWorld™ Wealth ManagementLooking Ahead!
There is some concern that the emergence of “robo-advisors” may pose a competitive disadvantage and will ultimately change the playing field for more traditional advisors as millennials in particular; will tend to choose more technology-centric services that directly connect investors with suites of analytic tools to create financial plans over traditional advisory practices.
In October 2010, Microsoft shared a report called, “Millennials Need Bankers, They Just Haven’t Met You Yet.”
As more Americans live longer lives, innovative products based on public-private partnerships could help to finance them, according to experts at the 2020 Pension Research Council Symposium.
With drastic declines in consumer demand, the COVID-19 pandemic has battered the oil markets in ways that we haven't seen before.
The tools of quantitative finance provide enormous benefits to investors, but if they are misused or misunderstood, they can create illusions of safety that destroy wealth, says Bruce I. Jacobs, co-founder of Jacobs Levy Equity Management.