Financial Advisors

  1. 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.
  2. Tony Robbins: Unshakeable

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

    Robotics are the future of many workplaces. They could be the future of ETF investing, too
  4. Tony Robbins on Ray Dalio's All-Weather Portfolio

    Author, Philanthropist and Strategist Tony Robbins on Ray Dalio.
  5. Best Investment Accounts for Young Investors

    What are the best investment accounts for young investors? A few types to consider.
  6. Institutions Powering ETF Industry Growth (LQD)

    Expect the already rapid pace of growth for ETFs to continue as big investors boost their use of these instruments.
  1. Tony Robbins on Ray Dalio's All-Weather Portfolio

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

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

    What are the best investment accounts for young investors? A few types to consider.
  4. 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 ...
  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. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  1. Why It's Hard to Find a Custodian for a Self-Directed IRA

    When finding a custodian for a self-directed IRA, look for expertise in the asset classes you want to invest in and a strong ...
  2. Low-Interest-Rates Retirement Planning

    A new survey from BlackRock suggests that investors may be relying too heavily on high returns to guarantee their retirement ...
  3. Working Longer Can Keep You Healthy

    Seniors with full- or part-time jobs – or volunteer work – tend to keep their physical and mental powers primed.
  4. The People Who Should Be On Your Retirement-Planning Team

    As you accumulate wealth, retirement planning can be too complex for just one person. The right team can help you avoid headaches ...
  5. What to Do When Your Target-Date Fund Reaches the Target Year

    Here's what to do when your target-date fund reaches its target year.
  6. What Is a DISC Tax Break and Can It Make You Rich?

    How two brothers used a Domestic International Sales Corporation to get $3 million personal tax breaks. So far, it's legal.
  1. Advisors: Clients Must Take First RMD by April 1

    Not taking your first RMD from your retirement accounts by April 1 will cost you a 50% penalty.
  2. When Politics Drives Markets: CAIS 2017 Global Market Outlook

    Here are some highlights from the alternative investment community's latest summit.
  3. Tony Robbins on the Fiduciary Rule

    Best-selling author and entrepreneur Tony Robbins on the Dept. of Labor's "Fiduciary Rule"
  4. The Future of Alternatives: Trump, Le Pen & Tech

    Here’s what’s top of mind for investors and managers at the 2017 CAIS.
  5. The World's Top Billionaires Under Age 35

    The fortunes of the wealthiest individuals under age 35 were, in large proportion, amassed by founding technology-related ...
  6. Retirement Plan Strategies for Clients in Their 30s

    Retirement may not be the top priority for 30-somethings, but it should definitely be on the list.
  1. Vanguard's Bogle: The SEC Should Issue Its Own Fiduciary Rule

    Vanguard founder John Bogle says that the SEC should have been “the first in line” to issue a fiduciary rule instead of the ...
  2. Deutsche Expanding in New York? (DB)

    Execs visit the New York office to discuss plans of expansion.
  3. The Pros & Cons of a Financial Advisor Career

    Discover what a career as a financial adviser entails, and learn what pros and cons an individual faces when embarking on ...
  4. These are Must-Read Books for Finance Professionals

    Interested in the financial world? Here are some books that provide keen insight into its history and how it works.
  5. Making Sure Both Spouses Get the Financial Advice They Need

    When working with couples, it is critical to be inclusive of both spouses.
  6. What Will Happen to Your Clients When You Retire?

    Here's why retiring advisors shouldn't overlook having a plan in place for clients.
  1. DOL Fiduciary Rule Explained as of March 27, 2017

    The Department of Labor (DOL) Fiduciary Rule is a new ruling that expands the “investment advice fiduciary” definition under ...
  2. Fintech: What Advisors Can Expect in 2017

    Here's how the value of fintech is quickly changing the financial services industry.
  3. Hacker Protection: Should You Have a Personal Cloud?

    With data breaches increasing, it's more important than ever to find the safest way to store your valuable files.
  4. Goldman, T. Rowe Price Target Average Investors With Robos

    Two more big financial institutions are planning on joining the robo-advisor ranks.
  5. 3 Reasons Why Advisors Need to Embrace Fintech

    Advisors can reap many benefits if they evolve and adapt to the fintech revolution.
  6. Know the Latest IRS Scams

    How do IRS scammers go about stealing your personal information? Their methods include hacking, malicious software and psychological ...
Hot Definitions
  1. Expense Ratio

    A measure of what it costs an investment company to operate a mutual fund. An expense ratio is determined through an annual ...
  2. Pro Forma

    A Latin term meaning "for the sake of form". In the investing world, it describes a method of calculating financial results ...
  3. Trumpcare

    The American Health Care Act, also known as Trumpcare and Ryancare, is the Republican proposal to replace Obamacare.
  4. Free Carrier - FCA

    A trade term requiring the seller to deliver goods to a named airport, terminal, or other place where the carrier operates. ...
  5. Portable Alpha

    A strategy in which portfolio managers separate alpha from beta by investing in securities that differ from the market index ...
  6. Run Rate

    1. How the financial performance of a company would look if you were to extrapolate current results out over a certain period ...
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