Your Practice

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  1. The Best CRM Services for Financial Advisors

    CRM solutions are an invaluable tool for advisors as competition from robo-advisors heats up. Here are some of the best. ...
  2. 6 Social Media 'Musts' for Financial Advisors

    Here are six things advisors should always do online to keep clients happy and gain sales leads.
  3. Why Content Is Still King for Advisors' Websites

    With more Americans going online to get financial information, advisors should make the most of publishing platforms.
  4. Announcing the Top 100 Most Influential Financial Advisors

    Investopedia ranks the top 100 financial advisors based on digital, social and media leadership.
  5. How Advisor Compensation Models Are Evolving

    Is there still a place in this world for commission-based advice in wealth management?
  6. 12 Web Design Words Financial Advisors Should Know

    Advisors should take the time to know what these 12 most used website design terms mean.
  7. Why Adobe's Investors Are Dancing on Cloud 9

    Adobe's multiple is likely to expand as revenue rises during the next two years
  8. Advisors: 13 Common Website Mistakes You Might Make

    There are 13 common mistakes advisors make on their websites that can easily be avoided.
  9. Advisors Prefer ETFs, Cash: 2017 FPA Survey

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

    Despite efforts by advisors to provide niche services, there are still markets that remain untapped.
  11. The Advisor Value Add: Holistic Financial Planning

    A holistic value-added approach provides a compelling competitive advantage for advisors.
  12. Financial Advice Using the "As-a-Service" Model

    Does a technology-based business model make sense in the financial advice arena?
  13. When Advisors Should Do More Than Manage Portfolios

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

    Dr. Michael Finke shares his take on how financial professionals can better serve their clients with custom solutions.
  15. Compliance and Archiving Solutions for Financial Advisors

    Archiving tools for social media, email and texting can help advisors comply with regulations.
  16. 4 Steps to Upgrade Your Practice & Meet Client Demands

    Here are four ways advisors can improve their practice and address the demands of their clients.
  17. What Advisors Need to Know About Expungement

    FINRA has a procedure by which advisors can expunge unwarranted complaints from their records.
  18. Pass Your CFA Exams On The First Try

    Become one of the elite who pass these exams by using these simple study methods.
  19. 4 Steps Advisors Should Take After a Cyber Attack

    Taking the right steps following a cyber attack can mitigate the impact on clients.
  20. So, You Want to Earn Your CFA?

    Here are some pros and cons to consider before you take the CFA charter plunge.
  21. How Hard are the CFA Exams?

    Learn about the difficulty of the CFA exams with a description of the tests, some statistics on pass rates and suggestions ...
  22. 6 Ways Advisors Should Utilize a Facebook Business Page

    These six simple steps will help you make the most of your Facebook business page.
  23. What does a 'Chief Economist' do?

    Vanguard's Chief Economist Joe Davis discusses his role helping portfolio managers and clients.
  24. Fiduciary Rule Uncertainty: How Advisors Are Adapting

    The future of the fiduciary rule is still up for debate. Here's how advisors can cope.
  25. The Great Millennial Wealth Shift

    Dr. Mohamed El-Erian shares his advice for the financial industry and younger generations poised to inherit trillions from ...
  26. Advisor Firms: How to Attract Younger Talent

    Not enough young adults are joining the financial advisor profession. Here are some recruiting tips.
  27. Choosing the Best Platform for Your Advisor Website

    Advisors should ask these five questions before choosing a website platform.
  28. How Vanguard is Trying to Reach Millennials

    Managing Director of Vanguard's Financial Advisor Services, Thomas Rampulla, discusses the negative effects of the 2008 financial ...
  29. 5 Ways Financial Advisors Can Improve Website Content

    Having well written content on your web site is crucial. Here are five tips to get you started.
  30. Behavioral Finance Tips for Advising Your Clients

    Here's how advisors can prevent clients from making irrational investment decisions.
  31. Diederik Timmer on Sustainalytics' Growth

    Diederik Timmer discusses the research company's role in providing environmental and social governance.
  32. Brandon Thomas on Merging Tech & Financial Advice

    Brandon Thomas, Co-Founder and CIO, Envestnet | PMC, discusses merging new technology with financial advice.
  33. 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 ...
  34. What Advisors Need to Know About Rule 3210

    Here's what advisors and brokers need to know about FINRA Rule 3210.
  35. How to Keep Clients With Global Investments on Track

    Today's political environment poses new threats to clients with assets around the world.
  36. Here's How Financial Advisors Stand Out on Twitter

    Advisors can benefit the most from Twitter by implementing a strategy to stay active.
  37. Investopedia's Guide to Impact Investing

    Everything you need to know about investments that make a difference.
  38. Do We Still Need Central Banks Controlling Inflation and Interest Rates?

    Economists debate the role of central banks at the 2017 Cayman Alternative Investment Summit.
  39. Robos & Financial Advisors: Cooperation Not Competition

    Instead of seeing robo-advisors as a threat, traditional financial advisors should embrace them.
  40. 6 Ways SEO Can Improve an Advisor's Website

    Using effective keywords goes a long way toward improving a website's SEO.
  41. Investing in an HSA

    Louis Kokernak, owner of Haven Financial Advisors, shares his take on using HSAs to invest.
  42. The Intellectual Challenges of Financial Planning

    Certified financial planners continue to learn through continuing education and professional groups.
  43. The Top 7 Website Mistakes Financial Advisors Make

    Advisors need to avoid these seven deadly sins when designing a website.
  44. 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.
  45. 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 ...
  46. Committed To Making An Impact

    Brett Wayman shares Envestnet's method for selecting an impact investing strategy.
  47. 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.
  48. 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.
  49. How ESG, SRI and Impact Funds Differ

    These are the differences between socially-dimensioned investments, which are an increasingly popular choice among investors. ...
  50. 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?
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Hot Definitions
  1. Dividend Yield

    A financial ratio that shows how much a company pays out in dividends each year relative to its share price.
  2. Fixed-Income Security

    An investment that provides a return in the form of fixed periodic payments and the eventual return of principal at maturity. ...
  3. Free Cash Flow - FCF

    A measure of financial performance calculated as operating cash flow minus capital expenditures. Free cash flow (FCF) represents ...
  4. Leverage Ratio

    Any ratio used to calculate the financial leverage of a company to get an idea of the company's methods of financing or to ...
  5. Two And Twenty

    A type of compensation structure that hedge fund managers typically employ in which part of compensation is performance based. ...
  6. Market Capitalization

    The total dollar market value of all of a company's outstanding shares. Market capitalization is calculated by multiplying ...
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