Financial Advisors

  1. Portfolio Manager Doug Noland on Spotting a Bubble

    Here, Doug outlines his framework for identifying inflationary biases to pinpoint bubbles, and where the cracks will appear ...
  2. WealthFront Inc.

    Founded in 2011, WealthFront has quickly grown to become the largest automated investment provider in the business.
  3. Betterment, LLC

    Robo-advisor Betterment provides personalized financial advice at a comparatively low cost.
  4. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  5. Will Vanguard's Record Inflows Continue Under Trump?

    Vanguard saw record inflows in 2016. But will investors turn back to active management under Trump?
  6. Top 3 ETFs for Investing in Water (PHO, CGW)

    It may be time to look at a scarce commodity that isn’t getting the investor attention it deserves.
  1. Portfolio Manager Doug Noland on Spotting a Bubble

    Here, Doug outlines his framework for identifying inflationary biases to pinpoint bubbles, and where the cracks will appear ...
  2. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  3. Will Vanguard's Record Inflows Continue Under Trump?

    Vanguard saw record inflows in 2016. But will investors turn back to active management under Trump?
  4. 4 Investing Resolutions to Make for 2017

    As 2017 approaches, it’s time to turn your thoughts to your financial goals – and the investing resolutions needed to achieve ...
  5. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  6. Is a Big Stock Buyback Coming? (APPL, MSFT)

    One of Trump’s tax proposal promises could be a boon for stock buybacks.
  1. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  2. Retirement Savings: How Much Is Enough?

    5%? 10%? 15%? Which retirement savings rate is the right one?
  3. Why High Income Workers Should Be Maxing Out Their 401(k)s in 2017

    If you're pulling in a bigger salary, there are two important reasons to consider making the most of your 401(k) in the new ...
  4. 5 Ridiculously Simple Steps to Have More Money in 2017

    Do this to have more money by the end of 2017.
  5. Is Your Retirement Plan on Track?

    Sooner or later that day will come. How to tell if you're ready and what to do if you need a course correction.
  6. 12 Million to Pay More Social Security Tax in 2017

    2017 may be a year of tax cuts, but there's at least one exception.
  1. Airbus CEO Eyes Flying Car in 2017 (EADSY)

    Tom Enders, CEO of aerospace company Airbus Group SE, said the business could unveil a test version of a self-piloted flying ...
  2. TripAdvisor Adds Subscription Products (TRIP)

    Travel website company TripAdvisor Inc. today unveiled subscription products to help its accommodations and restaurant partners ...
  3. Advisors: Clients Must Take First RMD by April 1

    Many Baby Boomers must take their first RMDs from retirement accounts this year.
  4. A Look at Betterment's 401(k) Platform

    Betterment's online 401(k) platform is gaining steam. Here's how it works.
  5. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  6. Why Older Investors Like Human and Digital Advice

    Older investors are increasingly combining financial guidance from online resources with advisors.
  1. Airbus CEO Eyes Flying Car in 2017 (EADSY)

    Tom Enders, CEO of aerospace company Airbus Group SE, said the business could unveil a test version of a self-piloted flying ...
  2. Top Takeaways from the DOL's Fiduciary Rule FAQs

    The DOL's first round of fiduciary rule FAQs addresses many key issues for advisors.
  3. TripAdvisor Adds Subscription Products (TRIP)

    Travel website company TripAdvisor Inc. today unveiled subscription products to help its accommodations and restaurant partners ...
  4. Advisors: Clients Must Take First RMD by April 1

    Many Baby Boomers must take their first RMDs from retirement accounts this year.
  5. A Look at Betterment's 401(k) Platform

    Betterment's online 401(k) platform is gaining steam. Here's how it works.
  6. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  1. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  2. An Argument for Not Saving Everything for Retirement

    We know that we need to amass a significant nest egg for a leisurely retirement. But what about enjoying our time now?
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. 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 ...
Hot Definitions
  1. Davos World Economic Forum

    The annual meeting of the World Economic Forum hosted at Davos—a small ski town in Switzerland—in January each year is among ...
  2. Smart Home

    A convenient home setup where appliances and devices can be automatically controlled remotely from anywhere in the world ...
  3. Efficient Frontier

    A set of optimal portfolios that offers the highest expected return for a defined level of risk or the lowest risk for a ...
  4. Basis Point (BPS)

    A unit that is equal to 1/100th of 1%, and is used to denote the change in a financial instrument. The basis point is commonly ...
  5. Initial Public Offering - IPO

    The first sale of stock by a private company to the public. IPOs are often issued by smaller, younger companies seeking the ...
  6. Border Adjustment Tax

    A tax levied on goods based on where they are sold – exported goods are exempt from tax; those imported and sold in the ...
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