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  1. ETFs vs. Mutual Funds: How Investors Can Choose

    While ETFs and mutual funds are fundamentally different, they also provide many of ...
  2. Strategic/Smart Beta: What Investors Should Know

    Here’s what your clients need to know about smart beta funds and how they can impact ...
  3. Investor Wants vs. Advisor Actions: Why is There a Gap?

    New research shows a disconnect between investor wants and what advisors are doling ...
  4. Roth IRA Scams: What to Watch Out For

    Here’s what you need to watch out for when it comes to investment and business opportunities ...
  5. Why Inflation Feels Higher Than the Fed's Target Rate

    Follow the monthly readings on core PCE inflation in the Personal Income and Outlays ...
  6. Seriously, What is Helicopter Money?

    Helicopter money is making waves amid zero and negative interest rates prevailing ...
  1. Large-Cap Mutual Fund: ClearBridge's Best YTD Value Fund ...

    Discover how the ClearBridge Large-Cap Value Fund Class A outperforms the S&P 50 ...
  2. 3 ETFs to Hedge Against the Food Shortage Risk

    Learn about a possible global food shortage. Discover three exchange-traded funds ...
  3. 3 Expensive Frontier Markets Equity ETFs Worth Your While ...

    Explore the contrarian opportunities in frontier markets equity ETFs, including high ...
  4. Legal Risk Study: XLF, Top 3 Components With Legal Fines ...

    Discover three component companies in the Financial Select Sector SPDR ETF that have ...
  5. Global Equity Mutual Funds: 3 Long-Term Portfolio Managers ...

    Take a look at three long-tenured mutual fund managers working in the global equity ...
  6. BMO's Top 3 U.S. Dollar Mutual Funds (BMO, AAPL)

    Take a look at three U.S. dollar-denominated mutual funds from BMO Financial Group ...
  1. Risk Tolerance: Why Advisors, Investors Mess It Up

    Quantifying the amount of risk that a client is willing to take can be a deceptively ...
  2. How to Deal With the Retirement Pinch

    Retirees find themselves in a difficult situation in today’s economy, faced with ...
  3. Why RIAs Are Enjoying Unprecedented Growth

    Being an advisor can mean having a long and fruitful career, especially with compensation ...
  4. Top Social Security Tips for Government Employees

    Government employees have special issues to consider when it comes to computing Social ...
  5. How to Write Better Investment Commentary

    If you're providing any type of expertise to clients in writing, it pays to make ...
  6. How Boomer Advisors Can Groom Successors

    Boomer business owners need to start thinking about an exit strategy if they haven't ...
  1. Investor Wants vs. Advisor Actions: Why is There a Gap?

    New research shows a disconnect between investor wants and what advisors are doling ...
  2. How to Use Client Tax Forms to Gain More Business

    Financial planners can learn a great deal about their clients by looking at their ...
  3. 4 Boomer Retirement Basics

    Here are 4 basics for Boomers who want to get a leg up on retirement.
  4. Avoid These 11 High-Net-Worth Money Mistakes

    With larger sums come more chances for bigger mistakes. Here is a list of 11 common ...
  5. Top Alternatives to the File and Suspend Strategy

    Although the file and suspend strategy has ended there are a few other options that ...
  6. Why It's So Important to Update Your Estate Plan

    As rules and exemptions tied to the estate tax change, so should your estate plan. ...
  1. Google Essential for Financial Advisors

    These tips will help you manage and boost your presence on Google.
  2. Why the Wealthy Will Always Need Human Advisors

    A recent report by Citi concludes that robo-advisors augment traditional advisors ...
  3. Investor Wants vs. Advisor Actions: Why is There a Gap?

    New research shows a disconnect between investor wants and what advisors are doling ...
  4. The Top 6 SEO Tips for Advisors

    Advisors are increasingly relying on search engines for inbound leads. Here's how ...
  5. Is FINRA Keeping Up with Technology?

    FINRA has issued a report that outlines its policies on digital technology and retail ...
  6. How to Find Red Flags with Potential Clients

    In an effort to avoid dealing with badly-matched clients, advisors can deploy tech ...
  1. Google Essential for Financial Advisors

    These tips will help you manage and boost your presence on Google.
  2. Why the Wealthy Will Always Need Human Advisors

    A recent report by Citi concludes that robo-advisors augment traditional advisors ...
  3. The Top 6 SEO Tips for Advisors

    Advisors are increasingly relying on search engines for inbound leads. Here's how ...
  4. Is FINRA Keeping Up with Technology?

    FINRA has issued a report that outlines its policies on digital technology and retail ...
  5. How to Find Red Flags with Potential Clients

    In an effort to avoid dealing with badly-matched clients, advisors can deploy tech ...
  6. Technical Difficulties? Here's What a Good Advisor Does

    Few things are more important for advisors than using technology these days, but ...
Hot Definitions
  1. Over-The-Counter - OTC

    Over-The-Counter (or OTC) is a security traded in some context other than on a formal exchange such as the NYSE, TSX, AMEX, ...
  2. Quarter - Q1, Q2, Q3, Q4

    A three-month period on a financial calendar that acts as a basis for the reporting of earnings and the paying of dividends.
  3. Weighted Average Cost Of Capital - WACC

    Weighted average cost of capital (WACC) is a calculation of a firm's cost of capital in which each category of capital is ...
  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. Sharing Economy

    An economic model in which individuals are able to borrow or rent assets owned by someone else.
  6. Unlevered Beta

    A type of metric that compares the risk of an unlevered company to the risk of the market. The unlevered beta is the beta ...
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