Financial Advisors

  1. Robo-Advisor Grow Targets SRI Niche

    Recently launched robo-advisor Grow focuses on sustainable investments.
  2. ETFs: Coming Soon to 401(k) Plans

    The new fiduciary rule could drive more 401(k) plans to include ETFs, which are typically lower cost investments than mutual ...
  3. Is it Time to Prepare for an Index Fund Sell-off?

    Some portfolio managers are predicting that the index fund bubble will soon burst, creating an entry point for active traders ...
  4. The Best and Worst Bond ETFs as Rates Rise (EDV,BND)

    In a rising rate environment some bond ETFs have fared much better than others.
  5. Muni Bonds: Is a Post-Election Sell-Off Coming? (VWITX,NHMAX)

    The $3.8 trillion muni bond market is highly sensitive to changes in tax policy after presidential elections
  6. Investors Flock to Inflation-Shielding ETFs (TIP, VTIP)

    Investors have been flocking to exchange-traded funds that shield them from inflation as concerns grow about rising prices ...
  1. Expect Big Capital Gains from These Funds in 2016

    Investors in actively-managed mutual funds should be prepared for big capital gains in 2016 and the tax hit that comes with ...
  2. How to Spot Hidden Pension Fees That Cut into Gains

    You’re not likely to even detect pension fees unless a pension fund puts them in disclosure documents. But more recipients ...
  3. Is it Time to Prepare for an Index Fund Sell-off?

    Some portfolio managers are predicting that the index fund bubble will soon burst, creating an entry point for active traders ...
  4. The Boldest Bond Fund of them All? (TPINX)

    The Templeton Global Bond Fund is probably not appropriate for investors who shun volatility, but it has provided solid returns ...
  5. Janus & Henderson Merger: Prepare for Consolidation (JNS)

    Here's a look at where there is fund overlap and potential for consolidation in the wake of the merger between Janus and ...
  6. These Funds Are About to Make Big Capital Gains Distributions (AGTHX, ACRNX)

    The steady rise in the markets since 2009 has led to some outsized gains in a few funds that are finally being realized as ...
  1. Seniors See the End of Social Security File and Suspend as a Benefit Cut

    Many seniors see the end of two Social Security claiming strategy loopholes as unnecessary benefit cuts.
  2. Many 401(k) Plans Are Outdated: GAO Report

    A recent GAO report indicates that many 401(k) plans are still clinging to archaic rules that hinder plan participants’ ability ...
  3. PBGC to Start Reuniting Lost 401(k)s With Owners

    The Pension Benefit Guaranty Corporation will extend its program to recover lost pension plans to include defined contribution ...
  4. 6 IRA Tax Changes That Could Impact You Soon

    Here are several potential measures that could come before Congress in 2017 that would negatively impact the tax benefits ...
  5. A Look at UBS's New SmartWealth Robo-Advisor

    Here's how UBS's robo-advisor, set to launch in the U.K. in 2017, will work.
  6. Will Trump's Win Change Low Return Assumptions?

    A prolonged bull market has many lowering their return expectations going forward. Should they under a Trump presidency?
  1. Why Goals-Based Investing Deserves Your Attention

    Advisors need to be willing to make changes in their management styles and other business practices to stay current and relevant ...
  2. Why Indexed Annuities are Booming as VAs Wither

    Market trends and regulatory factors have led to a substantial decline in the sale of variable annuities, while indexed annuities ...
  3. How to Help Women Maximize Social Security

    Women depend more on Social Security than men. Here's what advisors need to be aware of to help them receive the maximum ...
  4. How ESG Investing Can Help Advisors Get Ahead

    Socially responsible investments have become increasingly popular among investors, but relatively few advisors have embraced ...
  5. Why Small Investors' Trading Jumped Post-Election

    Many small investors saw the market volatility following the election as an opportunity to trade stocks.
  6. Navigating Social Security Claiming Changes for Clients

    A look at the changes to rules for claiming Social Security retirement benefits and what advisors need to consider to help ...
  1. Advisors: 5 Things Your Blog Must Get Right

    What makes good content for financial advisor blogs? Here are some tips for turning out quality and engaging words.
  2. Why the Best Bet Is to Be Ready for the Fiduciary Rule

    Despite the opposition it faces, advisors should still plan to comply with the fiduciary rule. Here's why.
  3. Why Goals-Based Investing Deserves Your Attention

    Advisors need to be willing to make changes in their management styles and other business practices to stay current and relevant ...
  4. Advisors to Up Tech, Compliance Spending in 2017

    Many advisors plan to spend more on technology, compliance and marketing in 2017, according to a recent survey.
  5. Indie BDs: Trump Should Drop the Fiduciary Rule

    A majority of independent broker-dealers want Trump to repeal the fiduciary rule, a recent survey reveals.
  6. Lawsuits Aim to Overturn DOL's Fiduciary Rule

    Five lawsuits have aimed to overturn the DOL fiduciary rule introduced earlier this year. This is an overview of the complaints ...
  1. Websites: The Front Door to Your Advisory Practice

    Having a vibrant and dynamic online presence is for many organizations even more important than having an actual brick and ...
  2. 3 Key Steps to Craft the Perfect Online Presence

    By utilizing social media, advisors can further showcase their personality and in turn build trustworthiness and authenticity ...
  3. Succeeding on Facebook: 3 Simple Steps for Financial Advisors

    With the right approach and appropriate plan of action, Facebook can help grow your financial services business. Here's a ...
  4. Clinton's Estate Tax Plan: What to Tell Your Clients

    Hillary Clinton's plan to increase estate taxes has many concerned that it will negatively impact farmers and small businesses ...
  5. Why Should Advisors Blog? Because Wealthy Investors Read Them

    Advisors who don’t blog are missing out on connecting with current or potential clients, especially high net worth ones. ...
  6. How Advisors Can Use Google Analytics to Improve Their Websites

    Google Analytics is a free tool that advisors can use to monitoring website traffic and improving digital marketing efforts. ...
Hot Definitions
  1. Nonfarm Payroll

    A statistic researched, recorded and reported by the U.S. Bureau of Labor Statistics intended to represent the total number ...
  2. Conflict Theory

    A theory propounded by Karl Marx that claims society is in a state of perpetual conflict due to competition for limited resources. ...
  3. Inflation-Linked Savings Bonds (I Bonds)

    U.S. government-issued debt securities similar to regular savings bonds, except they offer an investor inflationary protection, ...
  4. Peak Globalization

    Peak globalization is a theoretical point at which the trend towards more integrated world economies reverses or halts.
  5. Phishing

    A method of identity theft carried out through the creation of a website that seems to represent a legitimate company. The ...
  6. Insurance

    A contract (policy) in which an individual or entity receives financial protection or reimbursement against losses from an ...
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