Financial Advisors

  1. Vanguard CEO: High-Cost Active Management is Dead

    Vanguard Group CEO Bill McNabb says there's no place for high-cost active management in a future of lower average returns.
  2. Top 5 ETFs for Impact Investing for 2017 (DSI, KLD)

    The top five ETFS based on their commitment to impact investing.
  3. Quiz: How Well Do You Know ETFs?

    Test your knowledge of ETF investing with this quiz.
  4. 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.
  5. Tony Robbins: Unshakeable

    NYT Best-selling author, entrepreneur and philanthropist Tony Robbins discusses his latest book, UNSHAKEABLE.
  6. Robot ETFs Are Coming of Age (BOTZ, ROBO)

    Robotics are the future of many workplaces. They could be the future of ETF investing, too
  1. Vanguard CEO: High-Cost Active Management is Dead

    Vanguard Group CEO Bill McNabb says there's no place for high-cost active management in a future of lower average returns.
  2. Top 5 Mutual Funds for Impact Investing

    These five funds are committed to ESG screening and produce positive returns.
  3. Annuities: The Good, Bad and the Ugly

    Annuities suffer from a few perception problems. This primer that covers the good, the bad and the ugly of annuities.
  4. Tony Robbins on Ray Dalio's All-Weather Portfolio

    Author, Philanthropist and Strategist Tony Robbins on Ray Dalio.
  5. Two And Twenty

    A type of compensation structure that hedge fund managers typically employ in which part of compensation is performance based. ...
  6. Best Investment Accounts for Young Investors

    What are the best investment accounts for young investors? A few types to consider.
  1. How to Retire as a Millionaire Without a 401(k)

    Can you retire as a millionaire without a 401(k) plan? It may not be easy, but it isn't impossible if you know where to invest ...
  2. How to Build Retirement Income with Annuities

    Annuities may provide an excellent tool when it comes to building income for retirement. Here's why.
  3. Financial Planning for Gen X and Millennials

    Gen X and Gen Y to need to get their finances in order, so here are some tips to get started.
  4. How a Revocable Living Trust Makes Your Executor’s Job Easier

    Establish a revocable living trust to give you peace of mind and avoid probate. The executor of your will’s job will be easier, ...
  5. Congress May Take Away Your 401(k) Tax Deduction

    As part of overhauling the U.S. income tax system, Congress is considering taking away your 401(k) tax deduction. What will ...
  6. 401(k) Alternatives for High-Income Earners

    One downside to earning more is a higher tax rate on your 401(k) distributions. Here's how high-earners can minimize that ...
  1. Investing in an HSA

    Louis Kokernak, owner of Haven Financial Advisors, shares his take on using HSAs to invest.
  2. Vanguard CEO: High-Cost Active Management is Dead

    Vanguard Group CEO Bill McNabb says there's no place for high-cost active management in a future of lower average returns.
  3. Webinar: Incorporate Impact Into Your Practice

    Envestnet co-founder Jim Lumberg takes part in a webinar on how to incorporate impact investing into your practice.
  4. Investing in a Post-Brexit World: Ideas From CAIS 2017

    Panelists from the Cayman Alternative Investment Summit reveal their outlook for the year.
  5. These 10 Stocks Are Fueling the S&P's Rise

    10 stocks have accounted for 50% of the index's gain this year, which may bode ill for the market
  6. Socially Responsible Investing: How Millennials are Driving It

    Younger investors are much more likely to be interested in doing good and doing right, surveys show.
  1. Tax Planning Strategies for Changes Under Trump

    Trump's proposed tax plan says taxpayers will save $6.2 trillion in income tax over the first decade.
  2. The Intellectual Challenges of Financial Planning

    Certified financial planners continue to learn through continuing education and professional groups.
  3. Committed To Making An Impact

    Brett Wayman shares Envestnet's method for selecting an impact investing strategy.
  4. How Banks Are Turning Fees Into a Profit Machine

    Wall Street is using the fiduciary rule to phase out retirement commissions.
  5. How ESG, SRI and Impact Funds Differ

    These are the differences between socially-dimensioned investments, which are an increasingly popular choice among investors. ...
  6. What Advisors, Clients Should Expect from a Low-Return Future

    What should advisors and their clients expect from what many see as a looming new era of low returns?
  1. How Fintech Is Disrupting Wealth Management

    Fintech's disruption of wealth management is good news for advisors who choose to adapt.
  2. One Year Later: How Much is Prince Worth After His Death?

    It's been a year since Prince's death, and the unreleased songs and videos found in his vault will not be released.
  3. The Top 7 Website Mistakes Financial Advisors Make

    Advisors need to avoid these seven deadly sins when designing a website.
  4. DOL Fiduciary Rule Explained as of April 18, 2017

    The Department of Labor (DOL) Fiduciary Rule is a new ruling that expands the “investment advice fiduciary” definition under ...
  5. New Tech Tools for Fiduciary Rule Compliance

    Several companies have stepped forward to provide the financial advisory industry with assistance in achieving compliance ...
  6. Robo-Advisor (Robo-Adviser)

    Robo-advisors are digital platforms that provide automated, algorithm-driven financial planning services with little to no ...
Hot Definitions
  1. North American Free Trade Agreement - NAFTA

    A regulation implemented on Jan. 1, 1994, that eventually eliminated tariffs to encourage economic activity between the United ...
  2. Agency Theory

    A supposition that explains the relationship between principals and agents in business. Agency theory is concerned with resolving ...
  3. Treasury Bill - T-Bill

    A short-term debt obligation backed by the U.S. government with a maturity of less than one year. T-bills are sold in denominations ...
  4. Index

    A statistical measure of change in an economy or a securities market. In the case of financial markets, an index is a hypothetical ...
  5. Return on Market Value of Equity - ROME

    Return on market value of equity (ROME) is a comparative measure typically used by analysts to identify companies that generate ...
  6. Majority Shareholder

    A person or entity that owns more than 50% of a company's outstanding shares. The majority shareholder is often the founder ...
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