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  1. When Politics Drives Markets: CAIS 2017 Global Market Outlook

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

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

    Here’s what’s top of mind for investors and managers at the 2017 CAIS.
  4. 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 ...
  5. 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.
  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.
  7. 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 ...
  8. Merrill Considers Alternatives to Fee-Only Model

    In the wake of the fiduciary rule, Merrill Lynch is dropping commission-based transactions from all of its retirement accounts, ...
  9. Pimco's New Star: The Man Who's Beating Bill Gross

    Pimco's Luster: Its bond Income Fund is now bigger than its Total Return Fund once led by Bill Gross
  10. The Next Generation of AUM: Attracting Younger Clients

    Advisors who are able to reach younger workers can increase their assets under management.
  11. How to Invest in the Growth of Insurtech (BRK.A, PGR)

    Here's how insurtech is providing a new opportunity for investors.
  12. Retirement Savings Strategies for Clients in Their 40s

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

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

    Cadre employs a sophisticated platform for users to manage the real estate investment process.
  15. 25 Companies That Offer Robo-Advisor Services

    Here's a round-up of the most well-known robo-advisors and what they offer.
  16. 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.
  17. 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.
  18. How Tech is Changing Alternative Investments

    Here's what you should know about the digitization of the alternative investment industry.
  19. 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.
  20. 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.
  21. What Robo-Advisors Can and Can't Do for Investors

    Despite their technological sophistication, there are limitations to what robo-advisors can do.
  22. 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 ...
  23. Citigroup Begins Coverage of TripAdvisor (C, TRIP)

    American multinational investment banking provider Citigroup Inc. has issued a Neutral recommendation for shares of travel ...
  24. 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.
  25. 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.
  26. 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. ...
  27. 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 ...
  28. 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.
  29. 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 ...
  30. Investors Turn Defensive as Trump Takes Helm

    Investors have turned from bullish to defensive in key areas as Trump takes the helm
  31. 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 ...
  32. 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 ...
  33. 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 ...
  34. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  35. 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 ...
  36. 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.
  37. 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 ...
  38. TripAdvisor Adds Subscription Products (TRIP)

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

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

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

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

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

    Here are some of the best ways to make the transition to retirement painless.
  44. 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?
  45. Best-Interest Contract Exemption (BICE)

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

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

    Advisors can help clients avoid required minimum distribution mistakes in their retirement plans.
  48. 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 ...
  49. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  50. 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 ...
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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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