Financial Advisors - Your Practice

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  1. How the New Fiduciary Rule Will Hit Broker-Dealers

    While the new rules are likely to impact all financial advisors, it is expected that those in the brokerage world will be ...
  2. How Advisors Can Win at Social Media

    Social media is a valuable business tool and it's here to stay. Here are three big benefits that advisors can realize from ...
  3. How New SEC Rule Would Hit Alternative Mutual Funds

    New rules proposed by the SEC could require some alternative mutual funds to scale back the use of derivatives.
  4. The Top Challenges Financial Advisors Face

    These are the top challenges that financial advisors face today.
  5. Google Essentials for Financial Advisors

    These tips will help you manage and boost your presence on Google.
  6. Why the Wealthy Will Always Need Human Advisors

    A recent report by Citi concludes that robo-advisors augment traditional advisors and that the wealthy will always prefer ...
  7. Investor Wants vs. Advisor Actions: Why is There a Gap?

    New research shows a disconnect between investor wants and what advisors are doling out. Here's what advisors should do to ...
  8. The Top 6 SEO Tips for Advisors

    Advisors are increasingly relying on search engines for inbound leads. Here's how to improve rankings and drive more search ...
  9. Is FINRA Keeping Up with Technology?

    FINRA has issued a report that outlines its policies on digital technology and retail client portals and what firms need ...
  10. How to Find Red Flags with Potential Clients

    In an effort to avoid dealing with badly-matched clients, advisors can deploy tech solutions that effectively screen leads. ...
  11. Technical Difficulties? Here's What a Good Advisor Does

    Few things are more important for advisors than using technology these days, but glitches can bring business to a halt. Here's ...
  12. The Top 2 Robo-Advisors for Retirees

    Retirees looking to cut their investment management costs may want to consider these two robo-advisors.
  13. Robo-Advisors: Focus on Features to Choose the Best

    The right robo-advisor is the one that fits your wallet and your investment philosophy. In most cases there’s more than just ...
  14. Advisor Tools: To ‘Excel’ or Not Excel?

    Microsoft Excel has been a staple of the financial services industry for decades but specialized advisor software solutions ...
  15. A Look at Morningstar's New iPad App for Advisors

    Morningstar is offering some functionality of its office software on an iPad app. Here's a look at what it can do for investors. ...
  16. A Look at Cetera's New Client Software Tool

    Cetera has launched software aimed at helping advisors find new opportunities within their existing client base.
  17. MoneyProGuide: A Peek at the New Version

    MoneyGuidePro has become one of the most popular software systems for financial advisors. Here's a quick look at the product's ...
  18. The Best Robo-Advisors for the Rich

    For those investors who have hit the top ranks of the nation's wealthiest, there's likely a robo-advisor for you. Here are ...
  19. These Robo-Advisors Aim to Serve Women

    Women's general lack of confidence in investing makes the female market a ripe one for tailored advisory services. Here's ...
  20. Just What Does the DoL Mean By 'Reasonable Cost'?

    The DoL's new fiduciary rule requires RIAs who work with retirement plans to provide services to clients at a reasonable ...
  21. Can Robo-Advisors Survive the Coming Bear Market?

    Are robo-advisors capable of dealing with skittish clients when the chips are down? We don't know yet, but the firms are ...
  22. How Fidelity's Robo-Advisor Will Likely Compare

    Fidelity Investments recently announced that it will be launching its own robo-advisor service later this year, Fidelity ...
  23. How to Win Gen X Clients

    Less numerous than the two generations they're sandwiched between, Gen X clients will still be a lucrative group for advisors. ...
  24. Robo-Advisors: How to Pick the Best One for You

    Looking to simplify your investing life? We've sifted through some of the top robo-advisors to help you choose the one best ...
  25. Best Robo-Advisor if You're Middle-Aged, Middle-Income

    If you’re middle-income and middle-aged and know you need to save for retirement, this robo-advisor is a good place to start.
  26. How to Write Better Investment Commentary

    If you're providing any type of expertise to clients in writing, it pays to make it high quality. Here's how to do that. ...
  27. Millionaire Households Reach Record High in U.S.

    Millionaire households in the U.S. reached a record high in 2015, a recent study by Spectrem Group has found.
  28. The Best Robo-Advisors for Beginner Investors

    There are a handful of robo-advisors that may be a good fit if you're just starting out. Here's a peek at one with no fees ...
  29. How Boomer Advisors Can Groom Successors

    Boomer business owners need to start thinking about an exit strategy if they haven't yet done so. Here are some tips on grooming ...
  30. 6 Personal Finance Apps that Help Keep Costs Down

    Here's a list of popular personal finance apps that advisors may want to recommend to help clients improve the way they save, ...
  31. Why the Fiduciary Rule is Good for All Investors

    The new fiduciary standard should help lower what middle- and lower-income investors pay, on average, to brokers for retirement ...
  32. About Investopedia's Advisor Insights

    For the many financial advisors who have shown interest in Investopedia's new Advisor Insights platform, here are answers ...
  33. How ETFs Are Being Used By Advisors

    Advisors use ETFs to accomplish investment objectives in many ways.
  34. This Annuity Robo Wants to Transform the Market

    Annuities picked and sold without the intervention of an insurance agent? Here's a website that's trying to be the robo-advisor ...
  35. The Impact of Fiduciary Rules on 401(k) Advisors

    The final version of the DOL’s fiduciary rule provides some relief for advisors who serve 401(k) plans.
  36. The Most Useful, Popular Podcasts for Advisors

    Podcasts are a good way for advisors to keep on top of their industry and learn valuable techniques to grow their practice. ...
  37. Planners: New DoL Rule Won't Require Much Change

    Financial experts are all atwitter about what to expect with the DoL's new fiduciary bill. As of now, here's what planners ...
  38. How Vanguard is Dominating Robo-Advisor Arena

    In less than a year, Vanguard’s robo-advisor platform has accumulated a whopping $12 billion in assets. Here's how.
  39. RIAs: Here's What to Know About the Fiduciary Rule

    The real impact of the new Department of Labor bill has yet to be felt in the retirement industry, but changes are coming. ...
  40. Advisor Insights: What You Need to Know

    Advisor Insights seeks to connect Investopedia's 20 million users to the many financial advisors who use Investopedia. There ...
  41. CEO David Siegel Introduces Advisor Insights

    Investopedia's CEO David Siegel introduces Advisor Insights, a platform connecting over 20 million followers to the expertise ...
  42. Financial Engines Broadens Advice Offerings

    Financial Engines is broadening its services to include insurance and healthcare advice.
  43. How to Use Strategic Alliances to Win HNW Clients

    Advisors looking to land wealthy clients can often improve their chances by forming strategic alliances with other financial ...
  44. Top Tips for Creating a Web Portal for Clients

    Fostering communication and workflow with clients via a secure, web-based portal should be of the utmost importance for advisors. ...
  45. What Shrinking Ultra-Rich Ranks Mean for the Rest of Us

    Why are the ranks of the super-rich shrinking, and does it point to any larger trends that could affect the average investor?
  46. Robo-Advisor Ellevest: Women-Focused and Stealthy

    Ellevest is a yet-to-be-launched online financial services portal aimed at women. Here's what we know so far about this stealth ...
  47. Why Wirehouses are Winners Under Fiduciary Rule

    Under the final fiduciary rule wirehouses will see less restrictions than originally thought.
  48. Some Annuities Lose Fiduciary Rule Exemption

    Fixed-indexed annuities have lost an exemption under the final fiduciary rule, a move that wasn't expected.
  49. How Tech Can Help Advisors with the Fiduciary Rule

    Here's why financial advisors may want to consider investing in new technology to help them cope with the DoL's new fiduciary ...
  50. How to Guide Married Clients Who Fight About Money

    Money is a top conflict among couples. Here's how to deflate the tension so that couples can focus on maximizing their finances, ...
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