Your Clients

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  1. Retirement Savings Strategies for Clients in Their 40s

    Here are five ways 40-somethings can plan ahead for retirement.
  2. Retirement Planning Strategies for Clients in Their 50s

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

    Cadre employs a sophisticated platform for users to manage the real estate investment process.
  4. 25 Companies That Offer Robo-Advisor Services

    Here's a round-up of the most well-known robo-advisors and what they offer.
  5. 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.
  6. 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.
  7. How Tech is Changing Alternative Investments

    Here's what you should know about the digitization of the alternative investment industry.
  8. How to Invest During Trump's Presidency (CNX,AET,EYH,GLT)

    Investors looking to capitalize on the election results have several sectors to choose from.
  9. How Hedge Funds Can Do More for Charitable Causes

    A Q&A with Tony Cowell about the role hedge funds can play as a source of philanthropic capital and charitable giving.
  10. What Robo-Advisors Can and Can't Do for Investors

    Despite their technological sophistication, there are limitations to what robo-advisors can do.
  11. RBS Sets Aside $3.8 Billion to Pay Fines (RBS, BCS)

    Facing a possible $10 billion fine from the DoJ, Royal Bank of Scotland has set aside more cash in provisions while a settlement ...
  12. Citigroup Begins Coverage of TripAdvisor (C, TRIP)

    American multinational investment banking provider Citigroup Inc. has issued a Neutral recommendation for shares of travel ...
  13. Protecting Elderly Clients From Financial Scams

    Advisors should know the red flags that may signal when an elderly client is the victim of financial exploitation.
  14. Deutsche Bank May Spin Off Asset Management Unit (DB)

    Germany's largest investment bank may turn its asset management business into a new public firm.
  15. Brean Capital Reiterates Buy Rating for Baidu (BIDU)

    Brean Capital Fawne Jiang expects Baidu search growth to recover in the coming months and issued a price target of $196. ...
  16. ResMed Reports Q2 Profit of $76.7M (RMD)

    ResMed on Monday released second-quarter revenue earnings of $530.4 million, which was an increase of 17 percent from the ...
  17. 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.
  18. Two Buy Ratings for Intel Corp. (INTC)

    With Intel Corporation set to report earnings Jan. 26, two Wall Street research firms issued upbeat research notes on the ...
  19. Investors Turn Defensive as Trump Takes Helm

    Investors have turned from bullish to defensive in key areas as Trump takes the helm
  20. Your Retirement Nest Egg: How to Spend It Wisely

    It can be hard to start spending money once retirement finally comes. Here are some best practices on how to transition from ...
  21. How Mortgage Debt Can Derail Retirement

    One of the greatest joys of retirement is being able to relax, knowing that one of your biggest expenses — your mortgage ...
  22. HSBC Executives Facing Layoffs (HSBC, GS)

    In its constant effort to cut costs and drive profitability higher, HSBC is now pondering letting 100 executive bankers go ...
  23. Top Tips for Making Retirement Savings Last Longer

    If you’re trying to figure out how to make your hard-earned nest egg last, there’s one piece of advice that stands above ...
  24. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  25. Three Buy Ratings for Western Digital (WDC)

    Western Digital fell 2.1 percent Thursday, Jan. 19, despite news that it has received a wave of Buy ratings from Wall Street ...
  26. How Wealthy Clients Use Robo-Advisors to Invest

    Most high-net-worth investors are choosing to use both humans and robos to manage their money.
  27. Airbus CEO Eyes Flying Car in 2017 (EADSY)

    Tom Enders, CEO of aerospace company Airbus Group SE, said the business could unveil a test version of a self-piloted flying ...
  28. TripAdvisor Adds Subscription Products (TRIP)

    Travel website company TripAdvisor Inc. today unveiled subscription products to help its accommodations and restaurant partners ...
  29. Advisors: Clients Must Take First RMD by April 1

    Many Baby Boomers must take their first RMDs from retirement accounts this year.
  30. A Look at Betterment's 401(k) Platform

    Betterment's online 401(k) platform is gaining steam. Here's how it works.
  31. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  32. Why Older Investors Like Human and Digital Advice

    Older investors are increasingly combining financial guidance from online resources with advisors.
  33. Tips for Transitioning into Retirement

    Here are some of the best ways to make the transition to retirement painless.
  34. 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?
  35. Best-Interest Contract Exemption (BICE)

    BICE is the process that allows investment advisors to collect commissions, revenue sharing or other types of compensation ...
  36. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  37. How to Save Clients from RMD Aggregation Mistakes

    Advisors can help clients avoid required minimum distribution mistakes in their retirement plans.
  38. Why Tech Should Top Advisors' Must-Do List in 2017

    Here are three reasons why financial professionals should absolutely integrate technology into business efforts over the ...
  39. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  40. 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 ...
  41. 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 ...
  42. 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 ...
  43. 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 ...
  44. How ESG Investing Can Help Advisors Get Ahead

    Socially responsible investments have become increasingly popular among investors, but relatively few advisors have embraced ...
  45. Why Small Investors' Trading Jumped Post-Election

    Many small investors saw the market volatility following the election as an opportunity to trade stocks.
  46. Navigating Social Security Claiming Changes for Clients

    A look at the changes to rules for claiming Social Security retirement benefits and what advisors need to consider to help ...
  47. Advisors: Don’t Let Clients Chase ETF Returns

    The ease of trading ETFs has some investors chasing performance. Here's how advisors can help clients avoid making mistakes. ...
  48. 4 Mistakes Clients Make With Roth IRAs and Their Estate

    Beneficiaries will not be able to maximize their tax savings with a Roth IRA unless it is passed down in a certain manner.
  49. What Clinton's Presidency Would Mean for Advisors, Retirement

    If Hillary Clinton is elected to the presidency, her tax plans could have a big impact on economic growth and retirement ...
  50. What Clinton's Stance on the Rich Means for Advisors

    Hillary Clinton’s references to a progressive approach to dealing with Wall Street and the wealthy has some advisors concerned.
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Hot Definitions
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