Your Practice

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  1. Why Create a Financial Plan?

    October 1, 2016
    Tom Zgainer of America's Best 401k explains why investors should create a financial plan.
  2. Why Do Businesses Benefit From Life Insurance on Employees?

    September 30, 2016
    Companies can buy life insurance on their employees and collect the benefit proceeds. Find out why companies want to benefit ...
  3. 5 Ways Advisors Can Increase Sales on Life Insurance

    September 30, 2016
    Finding creative ways to increase life insurance sales involves employing some new prospecting methods, as well as others ...
  4. Why Financial Planning Seminars Are Great for Referrals

    September 27, 2016
    Financial advisors can hold seminars to attract new clients. Learn about the types of seminars and how to make them more ...
  5. Top 5 Places to Find and Meet Potential Wealthy Clients

    September 27, 2016
    Personal connections with affluent people can grow a business quickly. It costs money to join the right organizations, but ...
  6. Why Advisors Should Embrace Making Videos

    September 27, 2016
    Advisors who overlook videos are missing out on attracting potential clients and engaging existing ones. Here are the most ...
  7. Startup Vestwell Wants to Take on Your Fiduciary Duties

    September 27, 2016
    Startup Vestwell aims to use technology to help advisors stay compliant with the fiduciary rule's new guidelines around conflicts ...
  8. A New Way for Advisors to Show They're Accountable

    September 26, 2016
    There's a new program for advisors that provides a way for them to demonstrate they'll adhere to a fiduciary standard when ...
  9. How the Wealthy Choose Advisors? First Impressions

    September 26, 2016
    What goes into a wealthy client's thought process when it comes to picking an advisor via first impression? Here's some insight.
  10. BlackRock: Robo-Advisors Need More Scrutiny

    September 26, 2016
    Blackrock has urged regulators to take a closer look at their new competition, robo-advisors.
  11. How Human Advisors Are Dealing with Robo-Advisors

    September 26, 2016
    Our recent advisor survey provides insight into how human advisors are reacting to financial technology's steady march into ...
  12. Finding the Right Business Coach for Your Practice

    September 26, 2016
    Financial advisors looking to grow their practices can hire a business coach. Learn when a coach is needed, as well as the ...
  13. Top 3 Questions to Ask of Your Advisor Website

    September 26, 2016
    Here are three ways to tell if an advisor's website is as impactful and useful as it should be.
  14. How to Acquire Affluent Clients

    September 26, 2016
    Financial advisors need to establish trust to gain affluent clients. These strategies can help you build your client base ...
  15. Analyzing Investments in a Portfolio Framework

    September 26, 2016
    Financial advisors need to consider many portfolio aspects when analyzing individual investments for a client's financial ...
  16. Affluent Clients Have Different Financial Planning Needs

    September 26, 2016
    Financial advisors must keep in mind that affluent clients have different planning needs to address taxation, wealth protection ...
  17. 5 Marketing Strategies for Financial Advisors

    September 26, 2016
    Here are five different strategies advisors can implement to market themselves and their practice.
  18. Advisors-Turned-Fiduciaries: Insurance You'll Need

    September 26, 2016
    The DoL rules provide a new structure under which advisors can be held liable for any failure in this area. Advisors are ...
  19. How to Explain the DoL Fiduciary Rule to Your Clients

    September 26, 2016
    Here's how to deliver the underlying message of the Department of Labor's new fiduciary rule to your clients.
  20. Wealthy Clients and How They Use Robo-Advisors

    September 26, 2016
    Most high-net-worth investors, those with at least $1 million to invest are choosing to use both humans and robos to manage ...
  21. How to Build a Credible Online Presence: Webinar

    September 26, 2016
    Greg Fraser of Investopedia and Lester Tiro of Advisor Websites discuss how financial advisors can build a credible online ...
  22. 10 of the Most Famous Financial Advisors (BRK-A)

    September 25, 2016
    The most famous financial advisors are a mix of legendary investors, best-selling financial authors, celebrity talk show ...
  23. Financial Advisors Should Cater to Small Business Needs

    September 25, 2016
    One of the most precious commodities for small business owners is time, which presents opportunities for financial advisors ...
  24. 5 Traits That Successful Financial Advisors Have

    September 24, 2016
    Successful financial advisors have specific traits. Whether you aspire to be one or need to hire one, learn five of the top ...
  25. How Financial Advisors Can Meet Clients' Private Banking Needs (UBS, HSBC)

    September 24, 2016
    Wealthy individuals need both wealth management and private banking services. Here's how financial advisors can meet their ...
  26. Best Places to Find Christian Financial Advisors

    September 23, 2016
    Some Christians prefer to hire financial advisors who share their beliefs. Here are some of the best places to look when ...
  27. Why Financial Advisors Sell Life Insurance

    September 23, 2016
    Life insurance has a part in almost any serious financial plan, and a financial advisor can both advise and sell policies ...
  28. An Example of an Advisor's Successful Marketing Plan

    September 23, 2016
    With more investors using social media, financial advisors are moving their marketing online. Here is an example of a digital ...
  29. Your Retirement Nest Egg: How to Spend It Wisely

    September 22, 2016
    It can be hard to start spending money once retirement finally comes. Here are some best practices on how to transition from ...
  30. Advisors: Top Content Tips For Digital Marketing

    September 22, 2016
    Advisors need to be careful with the content they use and share online to stay within regulations, but dry, compliant language ...
  31. How Advisors Can Analyze Website Traffic with Google Analytics

    September 22, 2016
    Google Analytics is a free tool that advisors can use to monitoring website traffic and improving digital marketing efforts. ...
  32. How Inheritance and Estate Tax Waivers Work

    September 22, 2016
    Although the specific rules vary by state, an estate or inheritance waiver relinquishes an heir from the right to receive ...
  33. 5 Social Sports Financial Advisors Should Play to Meet Clients

    September 22, 2016
    There are five sports financial advisors should play to meet potential clients, and these include basketball, golf, sailing, ...
  34. FINRA Fines Ameriprise Over Forgery Scam

    September 22, 2016
    Ameriprise is hit with $850K fine in case involving forgery, wire transfers and evidence left in a trashcan.
  35. How to Generate Leads With Your Website Content

    September 21, 2016
    It isn’t enough to have great content sitting on your website. There needs to be a solid marketing strategy behind it to ...
  36. 7 Top Ways to Enhance Your LinkedIn Profile

    September 21, 2016
    Your LinkedIn profile as an advisor shouldn't remain static. Here are seven ways to enhance your account so that potential ...
  37. Financial Advisors: Face-to-Face Meetings Are Better

    September 21, 2016
    One of the key ways that a financial advisor can connect with a client and forge a personal bond is through regular face-to-face ...
  38. How to Sell Life Insurance Online

    September 20, 2016
    Life insurance brokers can increase sales by marketing online. However, no website or digital marketing strategy can be good ...
  39. Advisors and Tech Addiction: Make it Work for You

    September 20, 2016
    Here's how tech addiction relates to financial advisors and how they can avoid the problem of losing productivity to it in ...
  40. Who Should Buy a Guaranteed Issue Life Insurance Policy?

    September 20, 2016
    Guaranteed issue life insurance policies have added costs and reduced benefits that make them suitable for only a limited ...
  41. 10 Best Companies for Obtaining Life Insurance Over 50 (MET, PRU)

    September 20, 2016
    For individuals over age 50 with differing needs, the best life insurance companies include large financial services companies ...
  42. RIA M&As Approaching Record Levels

    September 20, 2016
    The number of mergers and acquisitions among RIAs is on track to set a record in 2016.
  43. Advisors Must Focus on Their Own Retirement, Succession Plans

    September 20, 2016
    It's irresponsible to run a financial planning practice without an idea for how it will continue after you retire. Here's ...
  44. What Is Mode of Premium?

    September 19, 2016
    Your decision on how frequently to make life insurance payments, or your mode of premium, can have a big impact on your total ...
  45. Advisors: Tips to Help Clients Manage RMDs

    September 19, 2016
    Here are some tips for advising clients faced with taking required minimum distributions.
  46. How to Build a Content Calendar on Facebook

    September 19, 2016
    Including a content calendar on a Facebook business page is a good way to share information and connect with clients.
  47. The 10 Best Life Insurance Companies for Veterans

    September 19, 2016
    There are certain companies that cater to the needs of military veterans and have life insurance plans that are specifically ...
  48. Advisors Face More SEC Reporting Requirements

    September 19, 2016
    The SEC has mandated that investment advisors provide more disclosure on separately managed accounts and performance numbers ...
  49. How Financial Advisors Can Buy Referrals

    September 19, 2016
    Financial advisors can buy referrals through third-party websites such as Paladin Registry, NAPFA or the Garrett Planning ...
  50. What Are Virtual Financial Advisors?

    September 19, 2016
    The internet has provided a convenient way for financial advisors to offer their services to a wide customer base through ...
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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.
  2. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  3. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
  4. Retained Earnings

    Retained earnings is the percentage of net earnings not paid out as dividends, but retained by the company to be reinvested ...
  5. Demand Elasticity

    In economics, the demand elasticity refers to how sensitive the demand for a good is to changes in other economic variables. ...
  6. Dark Pool

    A dark pool is a private financial forum or exchange for trading securities.
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