Financial Planning When it comes to discussing real estate with clients, adviser Michael Martin is able to draw on his own hard-earned experience. In 2001, Martin, principal and founder of Marius Wealth Management in New York, left a career at Smith Barney to spend what became a decade as a real estate investor, buying, rehabbing…
Month: June 2017
The best way to beat robos: be more human June 1 Financial Planning | There’s industry agreement that human advisers’ jobs are relatively safe from robots. However, there’s also agreement that advisers need to adopt new technologies to stay competitive. “I truly believe [technology] is going to be the very thing that ensures longevity in…