A robo-advisor is a financial advisory firm that delivers its services through software systems. Robo-advisors provide financial advice and investment management based on mathematical and statistical models with little to no human intervention. Robo-advisors have transformed the industry even though …
Window dressing refers to manipulation by portfolio managers near the end of a financial period to make the fund appear more successful when reporting results to investors. In this post, we will look at why portfolio managers use window dressing, …
A registered investment adviser (RIA) is an investment adviser who has registered with the Securities and Exchange Commission (SEC) or the state in which they do business. According to the SEC, an Investment Adviser is “a person or firm that is …