Your Practice

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  1. Terri Kallsen: Investopedia Profile

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

    Older investors are increasingly combining financial guidance from online resources with advisors.
  3. Six Things Bad Financial Advisors Do

    So you've gone to the trouble and expense of hiring a financial advisor. Here's how to decide whether they're doing you right ...
  4. What Advisors Leaving Their Firm Should Consider

    Advisors who are considering breaking away from a big firm should consider these points.
  5. DOL Fiduciary Rule: Everything You Need to Know

    The Department of Labor Fiduciary Rule is a new ruling that expands the “investment advice fiduciary” definition under the ...
  6. How the Best Interest Contract Works

    Here is how the Best Interest Contract works and when it is needed under the new fiduciary rule.
  7. Majority of Investors Don't Mind Paying Advisor Fees

    While a majority of investors are comfortable with fees they pay, they lack investment knowledge.
  8. So, You Want to Earn Your CFA?

    Here are some pros and cons to consider before you take the CFA charter plunge.
  9. Tips for Transitioning into Retirement

    Here are some of the best ways to make the transition to retirement painless.
  10. Why Is Fidelity's eMoney So Popular With Advisors?

    Changes that simplified and reduced the cost of eMoney for advisors led to record revenue in 2016.
  11. How to Avoid Human Errors in Cybersecurity

    There is a significant human element to cybersecurity that shouldn't be ignored.
  12. Snapchat as a Digital Marketing Tool for Advisors

    Could Snapchat be what the FinServ world needs to liven up their marketing to the next generation?
  13. How to Choose Banners for Responsive Websites

    Here's how to keep your website's images intact no matter what device they're viewed on.
  14. 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?
  15. Best-Interest Contract Exemption (BICE)

    BICE is the process that allows investment advisors to collect commissions, revenue sharing or other types of compensation ...
  16. Responsive vs. Mobile-Friendly Sites for Advisors

    It's important to understand how your website is viewed by clients and prospects on mobile screens.
  17. How Advisors Can Break Into the Women's Market

    Women are increasingly the financial decision-markers in American household, but they don't all seek the same thing in financial ...
  18. All the Lawsuits That Aim to Stop the Fiduciary Rule

    Five lawsuits have aimed to overturn the DOL fiduciary rule introduced earlier this year. This is an overview of the complaints ...
  19. The Importance of Posting Blogs on a Weekly Basis

    An up-to-date blog will gain more search engine traction and in turn, lead to a successful website.
  20. Top 10 Email Marketing Tips for Financial Advisors

    These 10 strategies can help advisors make the most of email marketing.
  21. Donor-Advised Fund Complaints May Be Overblown

    A recent report contradicts many of the complaints that donor-advised funds are often used improperly.
  22. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  23. How Advisors Can Use BrightScope to Their Advantage

    Financial information firm BrightScope aggregates and publishes information about advisors. Here's what advisors need to ...
  24. Regulatory Considerations for Your Aging Clients

    Elderly clients may present some unique challenges for financial advisors.
  25. How to Save Clients from RMD Aggregation Mistakes

    Advisors can help clients avoid required minimum distribution mistakes in their retirement plans.
  26. Will the Fiduciary Rule Scare Away Young Clients?

    Some advisors are worried that the DOL rule could hinder relationships with would-be clients.
  27. How Advisors Can Avoid Common CRM Mistakes

    These five tips will help advisors avoid common mistakes made when using CRM solutions.
  28. 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 ...
  29. Your Cybersecurity Program: Legal Considerations

    Nearly every financial institution has experienced some sort of cyberattack over the last few years. It pays to create a ...
  30. Will Advisory Fees See More Downward Pressure?

    While advisory fees have been holding steady, industry trends could put downward pressure on them.
  31. What Advisors Can Expect from Fintech Next Year

    The new U.S. president might bring big change to financial regulation after he takes office. Here's how the financial technology ...
  32. Top Email Marketing Strategies for Advisors

    These six email marketing strategies can help enhance newsletters sent to clients and gain new readers.
  33. What Advisors Can Learn from Trump's Campaign

    What can advisors learn from Donald Trump's campaign?
  34. RIA Tests Robo-Advisors by Investing with Them

    What better way to test the performance of 12 robo-advisors by investing with them?
  35. Why Women-Owned Advisory Firms Outperform

    While women-owned advisory firms are in the minority, they outperform their peers in a number of important metrics.
  36. 8 Ways Financial Advisors Can Improve Direct Mail Marketing

    Here are eight ways advisors can improve their direct mail marketing efforts.
  37. 3 Examples of What a Great Advisor Website Looks Like

    It’s not enough to just have a website. Here are three amazing advisor websites that go above and beyond.
  38. The Top 4 Digital Marketing Tips for Advisors

    Being active on digital channels and marketing yourself as an expert can help sustain your business over the long term by ...
  39. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  40. Fintech: Why Advisors Should Be Embracing It

    To protect your advisor business and profits, you need to embrace financial technology and make it a priority in your strategy.
  41. 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 ...
  42. Technology That Helps Advisors Automate

    These technologies can help advisors increase sales and improve client service with less overhead costs.
  43. How to Get Clients to Open Your Emails

    Email marketing is a huge part of most financial advisors' digital marketing strategy. Here’s how to write email that clients ...
  44. Advisors: 5 Things Your Blog Must Get Right

    What makes good content for financial advisor blogs? Here are some tips for turning out quality and engaging words.
  45. Why the Best Bet Is to Be Ready for the Fiduciary Rule

    Despite the opposition it faces, advisors should still plan to comply with the fiduciary rule. Here's why.
  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. Advisors to Up Tech, Compliance Spending in 2017

    Many advisors plan to spend more on technology, compliance and marketing in 2017, according to a recent survey.
  48. Indie BDs: Trump Should Drop the Fiduciary Rule

    A majority of independent broker-dealers want Trump to repeal the fiduciary rule, a recent survey reveals.
  49. How to Increase ROI with Financial Planning Software

    Here are five strategies to increase ROI via financial planning software in the wake of the fiduciary rule.
  50. Why The Regulatory Pendulum is About to Swing Back Toward Deregulation

    Donald Trump intends to scale back financial regulation. His handpicked cabinet and a GOP majority in Congress could help ...
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