Financial Advisors

  1. Best Investment Accounts for Young Investors

    What are the best investment accounts for young investors? A few types to consider.
  2. The Outlook for ETF Investors in 2017

    Here's why the popularity of ETFs shows no sign of slowing down in 2017.
  3. Active vs. Passive ETF Investing

    Active or passive ETF investing? Find out which one is for you.
  4. Abe Plans to Change Trump's Mind on TPP (TOK, EWJ)

    Japan's Shinzo Abe hopes to convince Trump that free trade can make America great again.
  5. 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 ...
  6. WealthFront Inc.

    Founded in 2011, WealthFront has quickly grown to become the largest automated investment provider in the business.
  1. Best Investment Accounts for Young Investors

    What are the best investment accounts for young investors? A few types to consider.
  2. 5 Things to Know About Asset Allocation

    Overwhelmed by investment options? Learn how to create an asset allocation strategy that works for you and builds toward ...
  3. 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 ...
  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. 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 ...
  1. How Retirees Should Think About Market Corrections

    Stock market corrections can be scary for retirees living off their investment income. How to cushion the blow.
  2. 4 Risky Moves People Are Making to Buy a Home

    A new study from Owners.com suggests that Americans may be willing to make some risky moves to buy a home in 2017. Here are ...
  3. How Retirees Should Think About Investing

    Older households are still rebuilding their assets in a post-recession environment. Learn how to think about the task during ...
  4. An Overview of Annuities

    These contracts provide a guaranteed income stream. Learn how they work and their benefits.
  5. 6 Signs You're Ready to Retire Early

    If you can answer "yes" to these six questions, you may be ready to retire early.
  6. What is Impact Investing?

    What is impact investing?
  1. Retirement Planning Strategies for Clients in Their 50s

    Here are three ways financial advisors can help 50-somethings plan for retirement.
  2. Cadre

    Cadre employs a sophisticated platform for users to manage the real estate investment process.
  3. 25 Companies That Offer Robo-Advisor Services

    Here's a round-up of the most well-known robo-advisors and what they offer.
  4. What Should Investors Expect From Markets in 2017?

    A Q&A with Mark Okada, CIO and Co-Founder of Highland Capital Management, on his investment outlook.
  5. Retirement Planning Strategies for Clients in Their 60s

    Here are four things clients in their 60s need to consider when it comes to retirement planning.
  6. How Tech is Changing Alternative Investments

    Here's what you should know about the digitization of the alternative investment industry.
  1. Why Don’t Regulators Check All Broker Dealers?

    Reports indicate that there is a growing need for increased supervision of brokers.
  2. Growth of Hybrid Robo-Advisors to Outpace Pure Robos

    A recent study projects hybrid robo-advisors will manage 10% of all investable assets by 2025.
  3. Retirement Planning Strategies for Clients in Their 50s

    Here are three ways financial advisors can help 50-somethings plan for retirement.
  4. DOL Rule or Not, There's a New Fiduciary Expectation

    What does the election mean for the new fiduciary standard?
  5. 10 Tips to Boost Credit Scores for Advisors and Clients

    Properly managing credit scores can help get new loans and save a lot of money in the process.
  6. Cadre

    Cadre employs a sophisticated platform for users to manage the real estate investment process.
  1. The Top 3 Growth Avenues for Advisors in 2017

    These are three options advisors have when considering the future growth of their business.
  2. About Investopedia's Advisor Insights

    For the many financial advisors who have shown interest in Investopedia's new Advisor Insights platform, here are answers ...
  3. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  4. 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?
  5. 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 ...
  6. 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 ...
Hot Definitions
  1. Market Capitalization

    The total dollar market value of all of a company's outstanding shares. Market capitalization is calculated by multiplying ...
  2. Frexit

    Frexit – short for "French exit" – is a French spinoff of the term Brexit, which emerged when the United Kingdom voted to ...
  3. Stop-Limit Order

    An order placed with a broker that combines the features of stop order with those of a limit order. A stop-limit order will ...
  4. Down Round

    A round of financing where investors purchase stock from a company at a lower valuation than the valuation placed upon the ...
  5. Keynesian Economics

    An economic theory of total spending in the economy and its effects on output and inflation. Keynesian economics was developed ...
  6. Portfolio Investment

    A holding of an asset in a portfolio. A portfolio investment is made with the expectation of earning a return on it. This ...
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