Category: Financial Advisor

Robo-Advisor vs. Human Financial Advisor

Robo-Advisor vs. Human Financial Advisor

Two options for managing investments are robo-advisors and human financial advisors. Robo-advisors are computers that major firms use to allocate assets for passive portfolios in seconds. What started in the early 2000s has grown to widespread use, but there may still...
What is a CFA?

What is a CFA?

Organized by the CFA Institute, the chartered financial analyst (CFA) title is one of the most prestigious designations in finance. Charterholders have undergone self-study comparable to an MBA program and passed three rigorous exams that most have failed. Ordinary...