Your Clients

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  1. How Advisor Compensation Models Are Evolving

    Is there still a place in this world for commission-based advice in wealth management?
  2. Why Adobe's Investors Are Dancing on Cloud 9

    Adobe's multiple is likely to expand as revenue rises during the next two years
  3. Advisors Prefer ETFs, Cash: 2017 FPA Survey

    ETFs remain the top investment choice among advisors, a recent survey has found.
  4. Advisors: Niche Clients Need You the Most

    Despite efforts by advisors to provide niche services, there are still markets that remain untapped.
  5. When Advisors Should Do More Than Manage Portfolios

    Dr. Michael Finke explains how advisors can better serve aging clients.
  6. Finke: Consumers Want Goal-driven Investing

    Dr. Michael Finke shares his take on how financial professionals can better serve their clients with custom solutions.
  7. What does a 'Chief Economist' do?

    Vanguard's Chief Economist Joe Davis discusses his role helping portfolio managers and clients.
  8. Diederik Timmer on Sustainalytics' Growth

    Diederik Timmer discusses the research company's role in providing environmental and social governance.
  9. Can a Financial Advisor Make you Happier?

    Elliot Weissbluth, CEO and Founder of HighTower Advisors, shares why financial advisors have a pretty big impact on your ...
  10. How to Keep Clients With Global Investments on Track

    Today's political environment poses new threats to clients with assets around the world.
  11. Investing in an HSA

    Louis Kokernak, owner of Haven Financial Advisors, shares his take on using HSAs to invest.
  12. Vanguard CEO: High-Cost Active Management is Dead

    Vanguard Group CEO Bill McNabb says there's no place for high-cost active management in a future of lower average returns.
  13. Gender Lens Investing: Growing Interest, Increasing Options

    In a few short years, gender lens investing has moved from promising concept to potentially one of the next big things in ...
  14. Webinar: Incorporate Impact Into Your Practice

    Envestnet co-founder Jim Lumberg takes part in a webinar on how to incorporate impact investing into your practice.
  15. Socially Responsible Investing: How Millennials are Driving It

    Younger investors are much more likely to be interested in doing good and doing right, surveys show.
  16. What Advisors, Clients Should Expect from a Low-Return Future

    What should advisors and their clients expect from what many see as a looming new era of low returns?
  17. How to Prepare Clients for Stock Market Downturns

    The market has been hitting record highs. Here's how to prepare clients for an inevitable downturn.
  18. 5 Reasons Advisors Need to Rethink Impact Investing

    Aligning investments with personal values can be a winning formula.
  19. How to Give Clients What They Actually Need

    There is considerable disconnect between what clients need and what advisors are offering.
  20. Financial Advisor vs. Financial Planner

    When scanning the financial advisor landscape, recognize that both financial advisor and financial planner are very broad ...
  21. What to Do if Your Practice Is Your Most Valuable Asset

    If you are a financial planning professional, consider taking time to review your own advice.
  22. 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.
  23. Tony Robbins on the Fiduciary Rule

    Best-selling author and entrepreneur Tony Robbins on the Dept. of Labor's "Fiduciary Rule"
  24. 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 ...
  25. 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.
  26. What Will Happen to Your Clients When You Retire?

    Here's why retiring advisors shouldn't overlook having a plan in place for clients.
  27. 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 ...
  28. The Next Generation of AUM: Attracting Younger Clients

    Advisors who are able to reach younger workers can increase their assets under management.
  29. Retirement Savings Strategies for Clients in Their 40s

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

    Here are three ways financial advisors can help 50-somethings plan for retirement.
  31. 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.
  32. Chartered Advisor for Senior Living (CASL)

    CASL is a professional designation for financial advisors who have demonstrated a commitment to helping clients who are older ...
  33. How Tech is Changing Alternative Investments

    Here's what you should know about the digitization of the alternative investment industry.
  34. 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.
  35. 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.
  36. 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 ...
  37. 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 ...
  38. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  39. A Look at Betterment's 401(k) Platform

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

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

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

    Here are some of the best ways to make the transition to retirement painless.
  43. 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?
  44. How to Save Clients from RMD Aggregation Mistakes

    Advisors can help clients avoid required minimum distribution mistakes in their retirement plans.
  45. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  46. 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 ...
  47. 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 ...
  48. 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 ...
  49. 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. ...
  50. 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.
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Hot Definitions
  1. Fixed-Income Security

    An investment that provides a return in the form of fixed periodic payments and the eventual return of principal at maturity. ...
  2. Free Cash Flow - FCF

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