Your Clients

  • Showing 1-50 of 340 items
  • 1
  • 2
  • 3
  • ...
  • 7
  • >>
  1. Wealthy Clients and How They Use Robo-Advisors

    September 26, 2016
    Most high-net-worth investors, those with at least $1 million to invest are choosing to use both humans and robos to manage ...
  2. Your Retirement Nest Egg: How to Spend It Wisely

    September 22, 2016
    It can be hard to start spending money once retirement finally comes. Here are some best practices on how to transition from ...
  3. How the Wealthy Choose Advisors? First Impressions

    September 22, 2016
    What goes into a wealthy client's thought process when it comes to picking an advisor via first impression? Here's some insight.
  4. Advisors Must Focus on Their Own Retirement, Succession Plans

    September 20, 2016
    It's irresponsible to run a financial planning practice without an idea for how it will continue after you retire. Here's ...
  5. Advisors: Tips to Help Clients Manage RMDs

    September 19, 2016
    Here are some tips for advising clients faced with taking required minimum distributions.
  6. Helping Couples Strategize for Social Security

    September 16, 2016
    Even with the elimination of the file-and-suspend option for couples claiming Social Security, there are strategies they ...
  7. Betterment Expands and Reaches for More Advisors

    September 16, 2016
    Robo-advisor Betterment recently announced that it is going to start offering additional investment options to its advisor ...
  8. How to Find Affluent Clients Online

    September 12, 2016
    Here's how advisors can position themselves to take advantage of emerging digital trends to find affluent clients online.
  9. Strategies to Protect Assets from Creditors, Suits

    September 9, 2016
    Proper planning is required to ensure that a client’s assets are truly protected. Here are some strategies that can help ...
  10. Managing Small Endowments: A $100B Opportunity

    September 8, 2016
    A shift to outsourced management among small endowments is providing billions in opportunities to capture assets.
  11. Tax Tips for Master Limited Partnerships

    September 7, 2016
    MLPs are a different animal when it comes to taxes. Here's how they work.
  12. Self-Directed IRA Exemption: Advisors Take Note

    September 7, 2016
    Here's how the new fiduciary rule impacts custodians of self-directed IRAs and clients who are seeking advice.
  13. Are Smart Beta ETFs Active, Passive or Both? (RPV, SIZE)

    September 6, 2016
    Are smart beta ETFs a form of passive management, active management or a hybrid of both?
  14. Why Big Firms are Increasingly Snubbing Smaller Clients

    September 2, 2016
    The definitions of wealth are changing. The former benchmark of a wealthy client, $250,000, is no more at the big firms. ...
  15. How Clients Can Fund Long-Term Healthcare Costs

    September 1, 2016
    Healthcare costs in retirement are rising. Here are some options that you and your clients should consider to help them fund ...
  16. How the Fiduciary Rule Will Impact 401(k) Advisors

    August 31, 2016
    Here's the impact that the new fiduciary rules will have on financial advisors serving as advisors to 401(k) and other defined ...
  17. How to Help Clients Decide on 401(k) Rollovers

    August 30, 2016
    A critical decision for clients who change jobs a few times in their career is what to do with their defined contribution ...
  18. Managing Client Expectations in a Volatile Environment

    August 30, 2016
    Managing client expectations during periods of market volatility is challenging. Here are some ways to go about it.
  19. 6 Unusual Retirement Tips for Boomers

    August 29, 2016
    You're likely well-versed in the usual retirement planning tips. Here's a list of lesser-known ways to try to fatten up your ...
  20. Advisors: Your Women Clients Are Not All the Same

    August 29, 2016
    Advisors who want to work with women clients need to understand that they are a diverse group with these distinct financial ...
  21. Edward Jones, Morgan Stanley Face 401(k) Fee Suits

    August 26, 2016
    Edward Jones and Morgan Stanley have become the latest financial services firms to be hit with lawsuits alleging their 4 ...
  22. When Multi-Factor ETFs Make Sense

    August 25, 2016
    Multi-factor ETFs are a logical progression from single-factor smart beta ETFs. Here's when it makes sense to use them in ...
  23. Talking to Clients Who Think Stocks Are in a Bubble

    August 25, 2016
    Here's what to tell clients who think that the market is in bubble territory.
  24. Emerging Markets: What Advisors Should Tell Clients

    August 25, 2016
    Is this the right time to invest clients’ money into emerging markets?
  25. Top Tips for Making Retirement Savings Last Longer

    August 19, 2016
    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 ...
  26. How to Use Life Insurance to Manage Legacies

    August 13, 2016
    These are some of the legacy-building ways that life insurance policies can be used.
  27. OSMAX,MGGIX,OBIOX: 3 Top International Mutual Funds

    August 12, 2016
    If you want to invest outside of the United States, here are three international mutual funds to consider.
  28. Treasury Looks to Close Family Business Estate Tax Loophole

    August 11, 2016
    The Treasury department is aiming to close a loophole that would result in higher estate and gift taxes for some wealthy ...
  29. Advisors: Do You Need to Meet a Client in Person?

    August 9, 2016
    Meeting clients in person seems unnecessary considering how we connect with technology. But advisors can miss a lot by cutting ...
  30. What Advisors Should Know About Cryptocurrencies

    August 9, 2016
    As Bitcoin and currencies like it grow in popularity, advisors should have a good grasp on how to explain them to clients. ...
  31. Millennials Have a Retirement Savings Mental Block

    August 9, 2016
    New research shows an alarming number of millennials feel they can't save $1 million for retirement because they don't earn ...
  32. Why So Many Millionaires Don’t Like Their Advisors

    August 6, 2016
    Got millionaires? Be sure you're communicating well with such clients; new research shows that many of them won't be recommending ...
  33. What Clinton's Stance on the Rich Means for Advisors

    August 3, 2016
    Hillary Clinton’s references to a progressive approach to dealing with Wall Street and the wealthy has some advisors concerned.
  34. How Advisors Can Survive a Changing Landscape

    July 28, 2016
    A new report reveals a handful of obstacles financial advisors are about to face and gives suggestions on how they can adapt. ...
  35. 4 Top Online Marketing Tips for Advisors

    July 25, 2016
    With these digital marketing tips, financial advisors can present themselves as an engaging alternative to their more impersonal ...
  36. SEC to Audit RIAs on Mutual Fund Share Classes

    July 25, 2016
    The SEC plans to monitor the share classes that RIAs use when they invest their clients’ mutual fund money more closely.
  37. Envestnet: What Advisors Should Know

    July 22, 2016
    Envestnet may be the answer for advisors looking for a complete client service system. Here is the lowdown on its suite of ...
  38. Advisors and Big Data: The Disconnect

    July 22, 2016
    Financial planning firms that undertake big data projects need to clearly define their goals so they can glean more insight ...
  39. 7 Advisor Types Wealthy Investors Pick

    July 18, 2016
    Affluent investors have particular characteristics that decide the type of advisor they choose. Knowing these can help advisors ...
  40. The 4% Retirement Withdrawal Rule: What to Know

    July 13, 2016
    The 4% rule for retirement withdrawals has been a staple in financial planning for over 20 years, but no rule of thumb or ...
  41. 10 Common Traits of Wealthy Investors

    July 12, 2016
    Here are 10 common traits the wealthy share that financial advisors should keep in mind when looking to attract HNWI clients.
  42. How Wealth Managers Can Bridge Digital Tech Gap

    July 11, 2016
    A lack of digital technology offerings puts many wealth management firms at risk of losing significant income due to client ...
  43. What to Learn from Millennials’ Distrust of Banks

    July 8, 2016
    An examination of why Millennials distrust traditional financial services firms can help financial advisors adapt their ways ...
  44. How the Same Sex Marriage Decision Changed Things

    July 8, 2016
    Here's how the financial lives of LGBT couples have been greatly simplified since the legalization of same-sex marriage.
  45. Why the Fiduciary Standard Is Important

    July 7, 2016
    This is how you can tell if your financial planner genuinely has your best interests at heart.
  46. Wealthy Clients: How Advisors Can Nab More of Them

    July 7, 2016
    Wealth management firms still only manage a minority of the assets of high net worth individuals. Here are some insights ...
  47. What's the average salary of a financial advisor?

    July 6, 2016
    Learn about average salaries for financial advisors. Explore different levels of compensation financial advisors receive ...
  48. What Advisors, Clients Should Expect from a Low-Return Future

    July 1, 2016
    What should advisors and their clients expect from what many see as a looming new era of low returns?
  49. How to Advise Business Owners Looking to Retire

    June 23, 2016
    Here are some things to be aware of when advising business owners looking to retire.
  50. How to Explain Portfolio Rebalancing to Clients

    June 23, 2016
    Here are some of the best ways to explain the concept of rebalancing to clients and tips on implementing a regimen.
  • Showing 1-50 of 340 items
  • 1
  • 2
  • 3
  • ...
  • 7
  • >>
Hot Definitions
  1. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  2. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
  3. Retained Earnings

    Retained earnings is the percentage of net earnings not paid out as dividends, but retained by the company to be reinvested ...
  4. Demand Elasticity

    In economics, the demand elasticity refers to how sensitive the demand for a good is to changes in other economic variables. ...
  5. Dark Pool

    A dark pool is a private financial forum or exchange for trading securities.
  6. Quadruple Witching

    The expiration date of various stock index futures, stock index options, stock options and single stock futures. All stock ...
Trading Center