Your Practice

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  1. 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.
  2. 8 Ways Financial Advisors Can Improve Direct Mail Marketing

    Here are eight ways advisors can improve their direct mail marketing efforts.
  3. 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.
  4. 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 ...
  5. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  6. 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.
  7. 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 ...
  8. Technology That Helps Advisors Automate

    These technologies can help advisors increase sales and improve client service with less overhead costs.
  9. 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 ...
  10. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  11. 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.
  12. 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.
  13. 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 ...
  14. 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.
  15. 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.
  16. Lawsuits Aim to Overturn DOL's Fiduciary Rule

    Five lawsuits have aimed to overturn the DOL fiduciary rule introduced earlier this year. This is an overview of the complaints ...
  17. 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.
  18. 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 ...
  19. Pass Your CFA Exams On The First Try

    Become one of the elite who pass these exams by using these simple study methods.
  20. 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 ...
  21. How to Help Your Clients Avoid Identity Fraud

    Financial advisors should encourage clients to take these steps to avoid identity fraud.
  22. Advisors: The Social Media Site You Should Use

    Being on social media is a valuable part of an advisor's digital marketing strategy. Here's where advisors find are finding ...
  23. CFP Board Partners to Mentor Young Women

    The CFP Board has partnered with a nonprofit to launch a program for high schools girls that raises awareness of financial ...
  24. Buy-Sell Agreements: What Advisors Should Know

    Having a buy-sell agreement in place can cement a succession plan with a fair price and ensure a seamless transition to the ...
  25. Top Trends Advisors Need to Stay Ahead of to Grow

    Advisors who want to grow their practice will need to stay ahead of these major trends.
  26. 3 Big Keys to Advisor Profitability

    Competition is fierce in today's financial advisory market. Here's how advisors can maintain profits and grow their business.
  27. How to Help Clients Who Have Become Disabled

    Disability can strike a client any time. Advisors should make sure clients are adequately insured against this risk and know ...
  28. Why Indexed Annuities are Booming as VAs Wither

    Market trends and regulatory factors have led to a substantial decline in the sale of variable annuities, while indexed annuities ...
  29. Why Content Is Still King for Advisors' Websites

    With many more Americans going online instead of other means to get their daily news, advisors should be building out their ...
  30. How Trump Could Kill the Fiduciary Rule

    If Donald Trump keeps his promise to repeal the fiduciary rule his administration could do so by not defending it against ...
  31. How to Help Women Maximize Social Security

    Women depend more on Social Security than men. Here's what advisors need to be aware of to help them receive the maximum ...
  32. Keeping Your Advisor Website Attractive to Prospects

    Your website can be your most powerful tool for generating leads and establishing credibility and expertise. Here are tips ...
  33. Why Advisors Aren’t Making the Most of Robos

    Integrating a robo-advisor with a financial advisory practice requires targeted attention and monitoring.
  34. Helping Clients Choose the Right Insurance Policy

    Here is how to determine the type and amount of life insurance that an individual needs.
  35. Websites: The Front Door to Your Advisory Practice

    Having a vibrant and dynamic online presence is for many organizations even more important than having an actual brick and ...
  36. How Electronic Communications Compliance Falls Short

    A new study finds that supervision of electronic communications at financial advisory firms is falling short, putting them ...
  37. Divorce and New Social Security Rules: What to Know

    Here’s what you need to know about divorce and Social Security under the new rules that went into effect earlier this year.
  38. What 'BICE-Lite' Means for Advisors

    The DOL's recently released fiduciary rule FAQs shed light on what exactly "BICE lite" involves.
  39. 3 Key Steps to Craft the Perfect Online Presence

    By utilizing social media, advisors can further showcase their personality and in turn build trustworthiness and authenticity ...
  40. How ESG Investing Can Help Advisors Get Ahead

    Socially responsible investments have become increasingly popular among investors, but relatively few advisors have embraced ...
  41. How to Write a Strong Bio for Your Website

    The second most read page on an advisor's website is usually their bio. Here's how to craft one that establishes trust and ...
  42. How Tech Advances the Advisor/Client Relationship

    It is essential that advisors provide a rich digital experience for wealth management to discerning clients.
  43. Capital One Nixes Retirement Account Commissions

    Capital One has become the latest firm to stop charging commissions in retirement accounts in the wake of the new fiduciary ...
  44. What Are the Chances the SEC Will Audit an RIA?

    If you are an RIA registered with the SEC, the odds are fairly low that you will receive a visit from one of its examiners ...
  45. How Trump Could Repeal, Soften Fiduciary Rule

    Donald Trump has threatened to repeal the new fiduciary rule. Here’s what he could do if he wants to kill the rule in its ...
  46. Why Small Investors' Trading Jumped Post-Election

    Many small investors saw the market volatility following the election as an opportunity to trade stocks.
  47. What a Trump Presidency Means to Some Advisors

    Many advisors think that the Trump administration will be good for the economy and their clients’ portfolios.
  48. 4 Ways to Protect Client Data Before a Cyberattack

    Many financial advisors aren't sure how they would combat a data breach that could compromise client data. Here are four ...
  49. 4 Compensation Plans for Wealthy Earners

    Here's what advisors need to know about non-qualified deferred compensation plans.
  50. 3 Things Retired Clients Should Do Before Year-End

    These are the three most important things retired clients should review before the end of the year.
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Hot Definitions
  1. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
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