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California, CA 92618
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Latest News

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March 19, 2016 by kuberfinancial kuberfinancial No Comments

The New Fintech Disruptors: How Can you Benefit?

Financial technology is a democratizing force that can change our lives by making financial tools and services accessible, faster and more easily understood — most times at a lower cost. Complex algorithms now often take the place of traditional advisors, perhaps offering more efficient and personalized products for end users.

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General, Investing Fintech, Investment
January 14, 2019 by kuberfinancial kuberfinancial No Comments

Hello world!

Welcome to WordPress. This is your first post. Edit or delete it, then start writing!

Uncategorized
March 18, 2016 by kuberfinancial kuberfinancial No Comments

Robo-Advisors and Banks: The Next Robo-Frontier

In 2015, we saw a number of robo-advisors join with major financial services firms as well as a couple of big financial services firms launch their own robo-advisor service. So far, 2016 has started off with a large banking group, BBVA Compass, partnering with robo-pioneer FutureAdvisor to offer a digital platform to customers.

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General Advisors
March 17, 2016 by kuberfinancial kuberfinancial No Comments

3 Ways Technology Will Change Your Finances

With the advent of technology, we’ve seen men on the moon, self-driving cars, and the rise of artificial intelligence. All of that’s exciting, but not all too relevant to the average person’s day-to-day life. However, coinciding with technology’s advancements of 2016 is a FinTech golden age with the power to change your personal finances.

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General Finance, Fintech
March 16, 2016 by kuberfinancial kuberfinancial No Comments

Why Staying Ahead Of Tech is More Vital than Ever

A growing number of them are prioritizing technology investments, which means advisors who aren’t risking falling behind the curve in productivity and quality of service. According to a recent survey by Financial Planning, zero advisors plan to cut their technology budgets and half plan to increase their spending this year.

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General, Technology Advisors, Tech
March 15, 2016 by kuberfinancial kuberfinancial No Comments

The Fintech outlook looks positive for the coming year

Based on its sustained growth over the past year, the fintech industry could experience even greater growth moving into the coming year. Financial technology targets a number of areas within the financial industry, including payments and wealth management.

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General, Technology Fintech, investing
March 14, 2016 by kuberfinancial kuberfinancial No Comments

Top Tips on How to Retire from the Professionals

The 1% continues to receive flack across the globe, as income disparity is one of the hottest financial topics worldwide. Whether or not you think that criticism is deserved, there’s one thing that can’t be denied: the super-rich know how to grow their wealth.

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General, Retirement investing, Retirement
March 13, 2016 by kuberfinancial kuberfinancial No Comments

How Technology Is Disrupting the Insurance Industry

Technology hasn’t slowed down to wait for the outdated insurance industry to catch up. Everything from self-driving cars, big data, and sharing economy platforms have tremendous potential to disrupt the industry, and we’re seeing the growing pains manifest already.

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General, Technology Insurance, Tech
March 12, 2016 by kuberfinancial kuberfinancial No Comments

Are High-Multiple Tech Stocks Winners or Losers?

If you like risk or if you see this as a risk-on environment, then you should consider looking into high-multiple tech stocks. They tend to perform best in risk-on environments. Investors are anticipating future growth, which increases the odds of stock appreciation. That said, it’s not that simple.

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General, Investing Advice, Stocks
March 11, 2016 by kuberfinancial kuberfinancial No Comments

Advisors: Top Ways to Find Your First Clients and Grow

Becoming a financial advisor is a challenging endeavor with many requirements. Beyond potential education courses, you may also need to become certified as a certified financial planner (CFP) or chartered financial analyst (CFA) to set yourself apart.

Read more

General Advisors, tips
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  • The New Fintech Disruptors: How Can you Benefit?
  • Robo-Advisors and Banks: The Next Robo-Frontier
  • 3 Ways Technology Will Change Your Finances
  • Why Staying Ahead Of Tech is More Vital than Ever

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    • Hello world! January 14, 2019
    • The New Fintech Disruptors: How Can you Benefit? March 19, 2016
    • Robo-Advisors and Banks: The Next Robo-Frontier March 18, 2016
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