Your Practice

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  1. 6 Ways SEO Can Improve an Advisor's Website

    Using effective keywords goes a long way toward improving a website's SEO.
  2. How Fintech Is Disrupting Wealth Management

    Fintech's disruption of wealth management is good news for advisors who choose to adapt.
  3. Tax Planning Strategies for Changes Under Trump

    Trump's proposed tax plan says taxpayers will save $6.2 trillion in income tax over the first decade.
  4. Investing in an HSA

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

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

    Advisors need to avoid these seven deadly sins when designing a website.
  7. 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.
  8. Committed To Making An Impact

    Brett Wayman shares Envestnet's method for selecting an impact investing strategy.
  9. 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.
  10. How Banks Are Turning Fees Into a Profit Machine

    Wall Street is using the fiduciary rule to phase out retirement commissions.
  11. Investing in a Post-Brexit World: Ideas From CAIS 2017

    Panelists from the Cayman Alternative Investment Summit reveal their outlook for the year.
  12. These 10 Stocks Are Fueling the S&P's Rise

    10 stocks have accounted for 50% of the index's gain this year, which may bode ill for the market
  13. DOL Fiduciary Rule Explained as of April 18, 2017

    The Department of Labor (DOL) Fiduciary Rule is a new ruling that expands the “investment advice fiduciary” definition under ...
  14. New Tech Tools for Fiduciary Rule Compliance

    Several companies have stepped forward to provide the financial advisory industry with assistance in achieving compliance ...
  15. 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.
  16. How ESG, SRI and Impact Funds Differ

    These are the differences between socially-dimensioned investments, which are an increasingly popular choice among investors. ...
  17. 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?
  18. How to Prepare Clients for Stock Market Downturns

    The market has been hitting record highs. Here's how to prepare clients for an inevitable downturn.
  19. 3 Investment Options for Changing Levels of Inflation

    Many investors are bracing for rising inflation. Here are three ways to prepare your portfolio.
  20. 5 Reasons Advisors Need to Rethink Impact Investing

    Aligning investments with personal values can be a winning formula.
  21. How to Give Clients What They Actually Need

    There is considerable disconnect between what clients need and what advisors are offering.
  22. Robo-Advisor (Robo-Adviser)

    Robo-advisors are digital platforms that provide automated, algorithm-driven financial planning services with little to no ...
  23. 8 Questions to Ask Before Managing Rental Properties

    If you own rental properties, ask yourself these questions when deciding who should manage them.
  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. Fintech Under Trump: What Regulatory Changes Mean for You

    Will Trump’s administration try to repeal Dodd-Frank, or simply change financial regulations?
  26. 5 Ways Your Software Might Not Meet Fiduciary Standards

    Many advisors are finding their technology doesn't meet their needs to uphold a fiduciary standard.
  27. 5 Robo-Advisor Apps for Your Smart Phone

    These five robo-advisors allow you to manage your finances in the palm of your hand.
  28. The Cost of Poor Financial Literacy? $10B a Year

    Financial literacy is on the decline in the U.S. Advisors shouldn't assume their own clients are well-versed in all areas ...
  29. Financial Advisor vs. Financial Planner

    When scanning the financial advisor landscape, recognize that both financial advisor and financial planner are very broad ...
  30. Why Women Financial Advisors Are Paid Less Than Men

    Here's why the earnings gap between male and female financial advisors is so wide.
  31. Pros and Cons of Creating a Backdoor Roth IRA

    HNW individuals can make contributions to Roth and traditional IRAs. But are there consequences?
  32. What Do Financial Advisors Do?

    Just what does a financial advisor do? A lot, in fact. And any potential client should do their due diligence and come prepared ...
  33. Top Publications for Financial Advisors

    There are a plethora of publications for financial advisors. What follows are the top or most widely read.
  34. Retirement Plan Advisors: Here's What the SEC Expects

    Here's what the SEC looks for when advisors align clients' suitability with investments.
  35. Factor High Interest Rates Into Your Investing

    Harvard economist and author Ken Rogoff discusses rising interest rates and the global economy.
  36. When Interest Rates Rise: Best Investment Strategies

    Interest rates are on the rise. Here's what that means for investing strategies.
  37. How Tech Is Improving the Advisor's Sales Process

    Advisors should learn to balance personal service with the convenience that technology provides.
  38. CAIS Day 2: Digital Investing & Evaluating Emerging Markets

    Alternative investment experts discussed the future of technology and its impact on investing.
  39. Wells Fargo to Launch Robo-Advisor in June 2017

    Wells Fargo is preparing to enter the robo-advisor field with the launch of its service in 2017.
  40. What to Do if Your Practice Is Your Most Valuable Asset

    If you are a financial planning professional, consider taking time to review your own advice.
  41. Vanguard's Bogle: The SEC Should Issue Its Own Fiduciary Rule

    Vanguard founder John Bogle says that the SEC should have been “the first in line” to issue a fiduciary rule instead of the ...
  42. Advisors: Clients Must Take First RMD by April 1

    Not taking your first RMD from your retirement accounts by April 1 will cost you a 50% penalty.
  43. Deutsche Expanding in New York? (DB)

    Execs visit the New York office to discuss plans of expansion.
  44. Fintech: What Advisors Can Expect in 2017

    Here's how the value of fintech is quickly changing the financial services industry.
  45. When Politics Drives Markets: CAIS 2017 Global Market Outlook

    Here are some highlights from the alternative investment community's latest summit.
  46. The Pros & Cons of a Financial Advisor Career

    Discover what a career as a financial adviser entails, and learn what pros and cons an individual faces when embarking on ...
  47. Tony Robbins on the Fiduciary Rule

    Best-selling author and entrepreneur Tony Robbins on the Dept. of Labor's "Fiduciary Rule"
  48. These are Must-Read Books for Finance Professionals

    Interested in the financial world? Here are some books that provide keen insight into its history and how it works.
  49. Goldman, T. Rowe Price Target Average Investors With Robos

    Two more big financial institutions are planning on joining the robo-advisor ranks.
  50. The Future of Alternatives: Trump, Le Pen & Tech

    Here’s what’s top of mind for investors and managers at the 2017 CAIS.
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