Financial Advisors

  1. Top Smart Beta ETFs for High Dividend Stocks (DVY, DYM)

    A detailed look at the five largest smart beta ETFs which focus on high-dividend paying stocks.
  2. ETFs That Will Benefit from New Money Market Rules

    The new level of instability in money market funds may represent an opportunity for certain ETFs that seek to provide investors ...
  3. Volatility and Inverse ETFs: Understand The Risks

    Inverse ETFs sound like a great way to take advantage of market volatility. But it's important to understand how they work ...
  4. How to Evaluate Smart Beta ETF Strategies (IWD, IWF)

    ETF providers are rolling out new smart beta products at a rapid pace. Here are some ways to evaluate them.
  5. The Perils of Investing in Leveraged ETFs

    Leveraged ETFs are best suited for day traders versus buy-and-hold investors who have a longer time horizon.
  6. Do Low Volatility Smart Beta ETFs Make Sense?

    Do low volatility ETFs have a place in client portfolios as either core or satellite holdings?
  1. Overview of American Funds Fundamental Investors Fund (ANCFX)

    Discover American Funds Fundamental Investors Fund, a large-cap stock fund with excellent long-term returns. Learn about ...
  2. Schwab Launches Low-Fee Target-Date Funds

    Schwab has launched a series of target-date funds that have lower fees than its rivals.
  3. Fidelity Launches Global Real Estate Fund (FWRAX)

    Fidelity has launched a global real estate fund to coincide with the S&P 500's spinoff of real estate companies from ...
  4. VGENX: Overview of Vanguard Energy Fund

    Explore an analysis of the Vanguard Energy Fund Investor Shares, and learn about the characteristics, investment strategy ...
  5. TRBCX: Introducing T. Rowe Price’s Blue Chip Growth Fund

    Learn about the T. Rowe Price Blue Chip Growth Fund and its investment philosophy, portfolio composition, management, performance ...
  6. AWSHX: American Funds Washington Mutual Investors

    Learn about American Funds Washington Mutual Investors Fund, a highly rated growth and income fund from Capital Group, and ...
  1. Why the First Decade of Retirement Is the Most Important

    Retirement doesn't mean retiring from managing finances. And the first decade of retirement is the most crucial. Here's why ...
  2. Blurred Lines: Whom Can You Trust for Financial Advice?

    The question of whether your financial advisor is truly a fiduciary isn't always clear. What to ask – and what to be careful ...
  3. Top 4 Things to Do Before Retiring

    You owe it to yourself to head into retirement prepared. Here are four steps to help outline your best possible plan.
  4. What You Should Know About the DOL Fiduciary Rule

    These key questions and answers clarify the DOL's new fiduciary rule and how it impacts individual investors saving for retirement.
  5. Top 4 Retirement Savings Mistakes to Avoid

    The top 4 mistakes investors should avoid in their retirement accounts.
  6. How to Create a Worry-Free Retirement Income Plan

    A retirement income roadmap has many moving parts and may seem overwhelming at first to put together. Here's how to get started.
  1. Why Create a Financial Plan?

    Tom Zgainer of America's Best 401k explains why investors should create a financial plan.
  2. How the Wealthy Choose Advisors? First Impressions

    What goes into a wealthy client's thought process when it comes to picking an advisor via first impression? Here's some insight.
  3. Wealthy Clients and How They Use Robo-Advisors

    Most high-net-worth investors, those with at least $1 million to invest are choosing to use both humans and robos to manage ...
  4. Your Retirement Nest Egg: How to Spend It Wisely

    It can be hard to start spending money once retirement finally comes. Here are some best practices on how to transition from ...
  5. Advisors Must Focus on Their Own Retirement, Succession Plans

    It's irresponsible to run a financial planning practice without an idea for how it will continue after you retire. Here's ...
  6. Advisors: Tips to Help Clients Manage RMDs

    Here are some tips for advising clients faced with taking required minimum distributions.
  1. Why Create a Financial Plan?

    Tom Zgainer of America's Best 401k explains why investors should create a financial plan.
  2. Why Do Businesses Benefit From Life Insurance on Employees?

    Companies can buy life insurance on their employees and collect the benefit proceeds. Find out why companies want to benefit ...
  3. 5 Ways Advisors Can Increase Sales on Life Insurance

    Finding creative ways to increase life insurance sales involves employing some new prospecting methods, as well as others ...
  4. How the Fiduciary Rule Could Drive Fees Back Up

    The DoL’s new fiduciary rule will have a big impact upon the fee structure that is used by many broker-dealers, and clients ...
  5. Amgen's Biosimilar Gets FDA Approval (AMGN, ABBV)

    The company’s first biosimilar, Amjevita, is now approved for seven common inflammatory ailments and may encroach on AbbVie's ...
  6. Uber and Lyft Eye Healthcare Transportation

    Uber and Lyft see a business proposition in supporting healthcare-based transportation, which will also offer major benefits ...
  1. How Advisors Can Analyze Website Traffic with Google Analytics

    Google Analytics is a free tool that advisors can use to monitoring website traffic and improving digital marketing efforts. ...
  2. What Advisors Need to Know about SEO, Social Media

    Search engine optimization and social media can have a direct impact on an advisor’s success (or failure). Here are some ...
  3. Top 3 Phrases to Avoid When Talking to Clients

    Steadily growing your client roster can be tough these days. Communicating effectively with customers should be one of your ...
  4. Using an Opt-In Box to Grow Your Email List

    Email is powerful for communicating with your financial advisory clients and nurturing prospects. Here are some tips on how ...
  5. 5 Huge Benefits of Blogging for Your Business

    If you aren't convinced that content marketing can help grow your client list, here are five benefits of blogging for your ...
  6. Advisors: How to Find Big Growth

    Growing your financial advisory practice to the next level takes time. Here are some strategies to try to fine-tune your ...
Hot Definitions
  1. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  2. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  3. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  4. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
  5. Retained Earnings

    Retained earnings is the percentage of net earnings not paid out as dividends, but retained by the company to be reinvested ...
  6. Demand Elasticity

    In economics, the demand elasticity refers to how sensitive the demand for a good is to changes in other economic variables. ...
Trading Center