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  1. 10 Tips to Boost Credit Scores for Advisors and Clients

    Properly managing credit scores can help get new loans and save a lot of money in the process.
  2. Cadre

    Cadre employs a sophisticated platform for users to manage the real estate investment process.
  3. 25 Companies That Offer Robo-Advisor Services

    Here's a round-up of the most well-known robo-advisors and what they offer.
  4. How Tech Helps RIAs Like Alexandria Capital Grow AUM

    Many financial firms are leveraging technology to achieve rapid growth. Here's how.
  5. 5 Top Tax Concerns Clients May Face This Year

    Clients of advisors may have more tax issues as their financial plans become more complicated.
  6. The Top 3 Growth Avenues for Advisors in 2017

    These are three options advisors have when considering the future growth of their business.
  7. 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.
  8. Redtail Technology

    Redtail firm provides advisors with web-based software that allows them to manage their client base.
  9. Work at a Public Company? Here's How You Can Sell Your Stock

    Wealthfront has added an employee stock selling program to its platform.
  10. How Advisors Can Use Blogs to Boost Their AUM

    Here's how marketing techniques like blogging can help advisors grow assets under management.
  11. Why Johnny Depp and Mike Tyson Sued their Advisors

    Here's why Johnny Depp and Mike Tyson recently filed lawsuits against their former advisors.
  12. 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.
  13. 2016 SEC Enforcement Cases: The Year in Review

    The SEC set a new record in 2016 for the number of enforcement actions it brought.
  14. How Tech is Changing Alternative Investments

    Here's what you should know about the digitization of the alternative investment industry.
  15. The Best Blogs for Financial Advisors to Read in 2017

    These finance blogs are must reads for financial advisors.
  16. Preparing For a Career as a Portfolio Manager

    Find out what it takes to win a spot in one of the most coveted financial careers.
  17. 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.
  18. The Top 3 Blogging Tips for Financial Advisors

    Blogging is one of the easiest ways that financial advisors can attract and maintain clients.
  19. DOL Fiduciary Rule Explained as of Feb 3, 2017

    The Department of Labor (DOL) Fiduciary Rule is a new ruling that expands the “investment advice fiduciary” definition under ...
  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. Why Trump Should Stop the New Fiduciary Rule

    An argument for why the Trump administration should repeal the fiduciary rule.
  22. How to Create a Robust Compliance Program

    Here's how investment advisers can set up a compliance program that adheres to SEC requirements.
  23. What Robo-Advisors Can and Can't Do for Investors

    Despite their technological sophistication, there are limitations to what robo-advisors can do.
  24. Cisco Agrees to Pay Big for AppDynamics (CSCO)

    To enhance its IoT offerings, Cisco agreed to pay $3.7 billion, nearly double the recent pre-IPO valuation, to acquire AppDynamics.
  25. 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 ...
  26. Citigroup Begins Coverage of TripAdvisor (C, TRIP)

    American multinational investment banking provider Citigroup Inc. has issued a Neutral recommendation for shares of travel ...
  27. 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.
  28. About Investopedia's Advisor Insights

    For the many financial advisors who have shown interest in Investopedia's new Advisor Insights platform, here are answers ...
  29. 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.
  30. 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. ...
  31. A Day in the Life of a Financial Advisor

    Financial advisors do a lot more than just manage portfolios.
  32. 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 ...
  33. 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.
  34. 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 ...
  35. Ameris Reports Net Income Spike for 2016 (ABCB)

    Continuing its 21-year streak of consistent asset growth, Ameris Bancorp reported a net income of $72.1 million in 2016, ...
  36. Banks to Cut Retail Fees on Higher Interest Rates (KEY, BBT)

    Americans spent over $10 per month in bank fees in 2016, but they may spend less this year.
  37. Investors Turn Defensive as Trump Takes Helm

    Investors have turned from bullish to defensive in key areas as Trump takes the helm
  38. 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 ...
  39. 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 ...
  40. 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 ...
  41. 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 ...
  42. Trump Advisor Promises Repeal of Fiduciary Rule

    An advisor for Donald Trump’s campaign maintains that if Trump is elected, he'll repeal the new Fiduciary Rule.
  43. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  44. GM Fined $1M by SEC, Investing $1B in U.S. (GM)

    General Motors, which was fined $1 million by the SEC for accounting snafus, is planning a U.S. manufacturing investment ...
  45. 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 ...
  46. 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.
  47. 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 ...
  48. Top Takeaways from the DOL's Fiduciary Rule FAQs

    The DOL's first round of fiduciary rule FAQs addresses many key issues for advisors.
  49. TripAdvisor Adds Subscription Products (TRIP)

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

    Many Baby Boomers must take their first RMDs from retirement accounts this year.
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Hot Definitions
  1. Keynesian Economics

    An economic theory of total spending in the economy and its effects on output and inflation. Keynesian economics was developed ...
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    A holding of an asset in a portfolio. A portfolio investment is made with the expectation of earning a return on it. This ...
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    The monetary value of all the finished goods and services produced within a country's borders in a specific time period, ...
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