Your Clients

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  1. Investing in an HSA

    Louis Kokernak, owner of Haven Financial Advisors, shares his take on using HSAs to invest.
  2. 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.
  3. 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.
  4. Investing in a Post-Brexit World: Ideas From CAIS 2017

    Panelists from the Cayman Alternative Investment Summit reveal their outlook for the year.
  5. These 10 Stocks Are Fueling the S&P's Rise

    10 stocks have accounted for 50% of the index's gain this year, which may bode ill for the market
  6. 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.
  7. 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?
  8. 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.
  9. 3 Investment Options for Changing Levels of Inflation

    Many investors are bracing for rising inflation. Here are three ways to prepare your portfolio.
  10. 5 Reasons Advisors Need to Rethink Impact Investing

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

    There is considerable disconnect between what clients need and what advisors are offering.
  12. Robo-Advisor (Robo-Adviser)

    Robo-advisors are digital platforms that provide automated, algorithm-driven financial planning services with little to no ...
  13. 8 Questions to Ask Before Managing Rental Properties

    If you own rental properties, ask yourself these questions when deciding who should manage them.
  14. 5 Robo-Advisor Apps for Your Smart Phone

    These five robo-advisors allow you to manage your finances in the palm of your hand.
  15. Financial Advisor vs. Financial Planner

    When scanning the financial advisor landscape, recognize that both financial advisor and financial planner are very broad ...
  16. Pros and Cons of Creating a Backdoor Roth IRA

    HNW individuals can make contributions to Roth and traditional IRAs. But are there consequences?
  17. Factor High Interest Rates Into Your Investing

    Harvard economist and author Ken Rogoff discusses rising interest rates and the global economy.
  18. When Interest Rates Rise: Best Investment Strategies

    Interest rates are on the rise. Here's what that means for investing strategies.
  19. CAIS Day 2: Digital Investing & Evaluating Emerging Markets

    Alternative investment experts discussed the future of technology and its impact on investing.
  20. 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.
  21. 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.
  22. When Politics Drives Markets: CAIS 2017 Global Market Outlook

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

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

    Here’s what’s top of mind for investors and managers at the 2017 CAIS.
  25. 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 ...
  26. 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.
  27. What Will Happen to Your Clients When You Retire?

    Here's why retiring advisors shouldn't overlook having a plan in place for clients.
  28. 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 ...
  29. 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, ...
  30. 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
  31. The Next Generation of AUM: Attracting Younger Clients

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

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

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

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

    Cadre employs a sophisticated platform for users to manage the real estate investment process.
  36. 25 Companies That Offer Robo-Advisor Services

    Here's a round-up of the most well-known robo-advisors and what they offer.
  37. 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.
  38. 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.
  39. How Tech is Changing Alternative Investments

    Here's what you should know about the digitization of the alternative investment industry.
  40. 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.
  41. 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.
  42. What Robo-Advisors Can and Can't Do for Investors

    Despite their technological sophistication, there are limitations to what robo-advisors can do.
  43. 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 ...
  44. Citigroup Begins Coverage of TripAdvisor (C, TRIP)

    American multinational investment banking provider Citigroup Inc. has issued a Neutral recommendation for shares of travel ...
  45. 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.
  46. 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.
  47. 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. ...
  48. 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 ...
  49. 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.
  50. 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 ...
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Hot Definitions
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