Financial Advisors

  1. There's an Apple Between ETFs and Hedge Funds (AAPL, SPY)

    The asset gap between ETFs and hedge funds is bigger than Apple's market value.
  2. Investors Left Safe ETFs at the Wrong Time (SPLV, USMV)

    Stocks are soaring, and so are low volatility ETFs, which is catching some investors by surprise.
  3. A Dividend ETF That Eliminates Fed Worry (NOBL)

    This dividend ETF emphasizes growth, not yield. That strategy works over the long haul.
  4. Oil's Woes Not Bothering This ETF (EEMX)

    Do you like emerging markets, but not oil and gas stocks? Try this ETF.
  5. Rate Protection With Hedged Bond ETFs (IGHG, LQDH)

    Investors can stick with bonds even as rates rise. Just use these ETFs.
  6. 2017 ETF Inflows Are Staggering (LQD, VEA)

    Capital just keeps finding its way to ETFs, and the trend shows no sign of abating.
  1. What does a 'Chief Economist' do?

    Vanguard's Chief Economist Joe Davis discusses his role helping portfolio managers and clients.
  2. The Best Mutual Funds with 'Clean Shares'

    As more fund companies roll out mutual funds with clean shares, investors will not only enjoy greater transparency; they’ll ...
  3. Top 5 Mutual Funds for Impact Investing

    These five funds are committed to ESG screening and produce positive returns.
  4. 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.
  5. Tony Robbins on Ray Dalio's All-Weather Portfolio

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

    A type of compensation structure that hedge fund managers typically employ in which part of compensation is performance based. ...
  1. Setting Financial Goals for Your Future

    To live comfortably now and in retirement, setting financial goals for the short-, mid- and long-term is crucial. Here are ...
  2. What are the maximum Social Security disability benefits?

    The average Social Security disability benefit amount for a recipient of Social Security Disability Insurance (SSDI) in 2 ...
  3. Start a Retirement Business with an ROBS 401(k)

    This little-known plan is a tax-free way to fund a retirement business, but it's not without risks and the legal work can ...
  4. 401(k) Balances Reach Record Highs

    Putting your 401(k) on auto-pilot could help you to build retirement wealth faster.
  5. The High Net Worth Guide to Social Security

    For well-off Americans, maximizing your net Social Security benefit requires a strategic approach. Work with a financial ...
  6. Congress May Take Away Your 401(k) Tax Deduction (or Not)

    As part of overhauling the U.S. income tax system, Congress is considering taking away your 401(k) tax deduction. What will ...
  1. What does a 'Chief Economist' do?

    Vanguard's Chief Economist Joe Davis discusses his role helping portfolio managers and clients.
  2. Retirement Planning for Clients Who Outlive Savings

    Half of Americans lack any retirement savings. Here's how advisors can turn that around.
  3. Stocks: The "Buy On The Dip" Party May Be Over (SPX)

    The aging bull market and Trump's multiple crises make buying on the dip a lot riskier
  4. 401(k) Balances Reach Record Highs

    Putting your 401(k) on auto-pilot could help you to build retirement wealth faster.
  5. Diederik Timmer on Sustainalytics' Growth

    Diederik Timmer discusses the research company's role in providing environmental and social governance.
  6. How to Keep Clients With Global Investments on Track

    Today's political environment poses new threats to clients with assets around the world.
  1. So, You Want to Earn Your CFA?

    Here are some pros and cons to consider before you take the CFA charter plunge.
  2. How Hard are the CFA Exams?

    Learn about the difficulty of the CFA exams with a description of the tests, some statistics on pass rates and suggestions ...
  3. Fiduciary Rule Uncertainty: How Advisors Are Adapting

    The future of the fiduciary rule is still up for debate. Here's how advisors can cope.
  4. Advisor Firms: How to Attract Younger Talent

    Not enough young adults are joining the financial advisor profession. Here are some recruiting tips.
  5. How Vanguard is Trying to Reach Millennials

    Managing Director of Vanguard's Financial Advisor Services, Thomas Rampulla, discusses the negative effects of the 2008 financial ...
  6. 5 Ways Financial Advisors Can Improve Website Content

    Having well written content on your web site is crucial. Here are five tips to get you started.
  1. Snap's Big Gamble? (TWTR, SNAP)

    Snap is offering discounts to media buyers to encourage them to spend more on advertising.
  2. iPhone 8 Supercycle Will Release Pent-Up Demand: Credit Suisse (AAPL)

    Credit Suisse urges investors to buy Apple stock in advance of the iPhone 8 release.
  3. 6 Ways Advisors Should Utilize a Facebook Business Page

    These six simple steps will help you make the most of your Facebook business page.
  4. DOL Fiduciary Rule Explained as of May 23, 2017

    The Department of Labor (DOL) Fiduciary Rule is a new ruling that expands the “investment advice fiduciary” definition under ...
  5. How Uber Inspired Better Financial Advice

    Elliot Weissbluth discusses the impact services like Uber had on the financial industry and the way Hightower treats clients.
  6. Choosing the Best Platform for Your Advisor Website

    Advisors should ask these five questions before choosing a website platform.
Hot Definitions
  1. Money Market

    A segment of the financial market in which financial instruments with high liquidity and very short maturities are traded. ...
  2. Block (Bitcoin Block)

    Blocks are files where data pertaining to the Bitcoin network is permanently recorded.
  3. Fintech

    Fintech is a portmanteau of financial technology that describes an emerging financial services sector in the 21st century.
  4. Ex-Dividend

    A classification of trading shares when a declared dividend belongs to the seller rather than the buyer. A stock will be ...
  5. Debt Security

    Any debt instrument that can be bought or sold between two parties and has basic terms defined, such as notional amount (amount ...
  6. Taxable Income

    Taxable income is described as gross income or adjusted gross income minus any deductions, exemptions or other adjustments ...
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