Financial Advisors

  1. Vanguard's John Bogle on the 40th Anniversary of Index Funds

    In a recent interview with Bloomberg, Vanguard's John Bogle reflects on the birth of the index fund and where the industry ...
  2. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  3. Robo-Advisor Grow Targets SRI Niche

    Recently launched robo-advisor Grow focuses on sustainable investments.
  4. 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 ...
  5. 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 ...
  6. 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.
  1. Vanguard's John Bogle on the 40th Anniversary of Index Funds

    In a recent interview with Bloomberg, Vanguard's John Bogle reflects on the birth of the index fund and where the industry ...
  2. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. 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 ...
  1. 5 Ways to Use Your Home to Retire

    Retirement is going to cost a lot, and for homeowners who face a shortfall, their home can be a source of income. From downsizing ...
  2. Betterment to Trump: 'Leave the Fiduciary Rule Alone'

    Robo-advisor Betterment has appealed to President-elect Trump to leave the fiduciary rule alone.
  3. Protect Your Future Wealth From This Big Mistake

    Putting off saving for retirement might feel like your only option right now, but this kind of procrastination can wreak ...
  4. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  5. 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.
  6. 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 ...
  1. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  2. How to Adopt a Plan for Clients With Dementia

    Advisors who don't have a plan for clients with dementia can risk leaving themselves open to potential litigation or other ...
  3. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  4. 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 ...
  5. 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 ...
  6. 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 ...
  1. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  2. Fintech: Why Advisors Should Be Embracing It

    To protect your advisor business and profits, you need to embrace financial technology and make it a priority in your strategy.
  3. How to Adopt a Plan for Clients With Dementia

    Advisors who don't have a plan for clients with dementia can risk leaving themselves open to potential litigation or other ...
  4. Technology That Helps Advisors Automate

    These technologies can help advisors increase sales and improve client service with less overhead costs.
  5. How to Get Clients to Open Your Emails

    Email marketing is a huge part of most financial advisors' digital marketing strategy. Here’s how to write email that clients ...
  6. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  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. ...
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