Your Clients

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  1. Why Amazon Is Losing to JD.com and Wal-Mart

    Victory Salute: JD.com's stock growth is nearly triple Amazon.com's
  2. How to Find Wealthier Financial Advisory Clients

    Financial advisors should be looking to add more clients with higher net worth to their practice. Here's what it takes.
  3. 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?
  4. Why These 10 Growth Stocks May Keep on Growing

    A top fund manager looks at return on assets to pick winners as the economy slows
  5. Advisors: Retiring and Handing off to the Next Generation

    The average age of a financial advisor is 50, which means succession issues are on the horizon.
  6. Tips for Advisors Who Retire & Sell Their Practice

    Many financial advisors are leading a practice without ideas about how it will continue after they retire. Here are a few ...
  7. Best Income Investing Strategies for Retirees

    The past few years have been tough for retirees seeking income from their investments. Here are some of the best strategies ...
  8. Real Estate Rentals for Retirement Income and Building Wealth

    Renting real estate can produce passive income and tax breaks for retirees.
  9. Traders Profit on Collapse of Retail Stocks

    Day traders are among investors scooping up beaten-down shares of Macy's, Kohl's, Target and Nordstrom
  10. Retirement Planning Strategies for Clients in Their 50s

    Here are three ways financial advisors can help 50-somethings plan for retirement.
  11. 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.
  12. 1987 Stock Crash, Can It Happen in 2017?

    The end of low interest rates and easy money could lead to a major market decline
  13. 6 Growth Stocks That Will Outlast a Bear Market

    Fishing for Growth: These digital revolution stocks were bought at 20% below their intrinsic value.
  14. Advisors Share Their Favorite Tech Tools

    Three financial advisors share their favorite software and platforms for managing clients' portfolios and other financial ...
  15. 'Perfect' Stock Market Says Sell Now Before Storm

    Now may be the ideal time to sell stocks before major shocks rattle investors
  16. Choosing the Right Software for a New Wealth Management Firm

    Selecting the right software for a wealth management firm involves several key considerations.
  17. 5 Value Stocks That Can Thrive in a Bear Market

    Value stocks, maligned and disrespected during the bull market, are poised to outperform
  18. Advisors: How to Explain the Fiduciary Rule to Your Clients

    Here's how advisors can deliver the underlying message of the new fiduciary rule to clients.
  19. How Advisor Compensation Models Are Evolving

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

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

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

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

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

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

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

    Diederik Timmer discusses the research company's role in providing environmental and social governance.
  27. 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 ...
  28. How to Keep Clients With Global Investments on Track

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

    Louis Kokernak, owner of Haven Financial Advisors, shares his take on using HSAs to invest.
  30. 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.
  31. 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 ...
  32. 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.
  33. 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.
  34. 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.
  35. 5 Reasons Advisors Need to Rethink Impact Investing

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

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

    When scanning the financial advisor landscape, recognize that both financial advisor and financial planner are very broad ...
  38. 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.
  39. 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.
  40. Tony Robbins on the Fiduciary Rule

    Best-selling author and entrepreneur Tony Robbins on the Dept. of Labor's "Fiduciary Rule"
  41. 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 ...
  42. 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.
  43. What Will Happen to Your Clients When You Retire?

    Here's why retiring advisors shouldn't overlook having a plan in place for clients.
  44. 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 ...
  45. The Next Generation of AUM: Attracting Younger Clients

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

    Here are five ways 40-somethings can plan ahead for retirement.
  47. 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 ...
  48. How Tech is Changing Alternative Investments

    Here's what you should know about the digitization of the alternative investment industry.
  49. 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.
  50. 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.
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Hot Definitions
  1. Tax Liability

    The total amount of tax that an entity is legally obligated to pay to an authority as the result of the occurrence of a taxable ...
  2. Preferred Stock

    A class of ownership in a corporation that has a higher claim on its assets and earnings than common stock. Preferred shares ...
  3. Net Profit Margin

    Net Margin is the ratio of net profits to revenues for a company or business segment - typically expressed as a percentage ...
  4. Gross Margin

    A company's total sales revenue minus its cost of goods sold, divided by the total sales revenue, expressed as a percentage. ...
  5. Current Ratio

    The current ratio is a liquidity ratio measuring a company's ability to pay short-term and long-term obligations, also known ...
  6. SEC Form 13F

    A filing with the Securities and Exchange Commission (SEC), also known as the Information Required of Institutional Investment ...
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