Your Practice

  • Showing 1-50 of 902 items
  • 1
  • 2
  • 3
  • ...
  • 19
  • >>
  1. 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 ...
  2. How S&P 500, Dow Stocks May Get Killed by Low Inflation

    Investors beware. Today's low inflation may no longer help stocks outperform
  3. 5 Reasons These Chip Stocks Will Surge

    Five key forces may keep chip equipment stocks rising even as growth decelerates
  4. Why Robo-Advisors Aren't Always the Right Choice

    Robo-advisors may be cheap and convenient, but they are not the best option for all investors.
  5. What does a 'Chief Economist' do?

    Vanguard's Chief Economist Joe Davis discusses his role helping portfolio managers and clients.
  6. 4 Ways to Attract Tech-Savvy Millennial Investors

    In order to attract and keep Millennial investors, advisors must be tech savvy themselves.
  7. 8 Ways Advisors Can Be Successful On LinkedIn

    This webinar will focus on the importance of having a presence on LinkedIn and how to maximize this social media platform ...
  8. 11 Common Mistakes Pre-Retirees and Retirees Make

    Advisors can play a crucial role helping those planning for retirement avoid these common mistakes.
  9. When Advisors Should Do More Than Manage Portfolios

    Dr. Michael Finke explains how advisors can better serve aging clients.
  10. DOL Fiduciary Rule Explained as of August 31, 2017

    The Department of Labor (DOL) Fiduciary Rule expands the “investment advice fiduciary” definition under the Employee Retirement ...
  11. How to Publish Articles on Investopedia's Advisor Insights

    A complete guide to publishing an article on Investopedia's Advisor Insights platform.
  12. Are You Marketing Your Advisory Business Efficiently Online?

    Too often, advisors do not use their time efficiently when building and managing an online presence.
  13. Advisors: When Should You Issue a Press Release?

    Before issuing a press release ask these four questions to make sure it's worthwhile.
  14. Advisors: Save Time With Streamlined Marketing

    The main reason advisors struggle to grow their business is a lack of time.
  15. How to Find Wealthier Financial Advisory Clients

    Financial advisors should be looking to add more clients with higher net worth to their practice. Here's what it takes.
  16. Build A Wall Around Your Assets

    Learn how to protect your money from lawsuits, creditors and other judgment proceedings.
  17. Regulatory Considerations for Your Aging Clients

    Elderly clients may present some unique challenges for financial advisors.
  18. The Alphabet Soup of Financial Certifications

    We decode the meaning of the many letters that can follow the names of financial professionals.
  19. Why Amazon Is Losing to JD.com and Wal-Mart

    Victory Salute: JD.com's stock growth is nearly triple Amazon.com's
  20. Targeting the Ideal Client for Your Practice

    Expand your definition of a lucrative client and uncover a new demographic for building your book of business.
  21. Use a Variety of Financial Services to Usher in New Clients

    Discover ways in which advisors are increasingly choosing to promote their businesses.
  22. Top 10 Lead-Generation Tips for Financial Advisors

    The top 10 strategies advisors can implement to generate leads, as well as the ones they should avoid.
  23. 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?
  24. Why These 10 Growth Stocks May Keep on Growing

    A top fund manager looks at return on assets to pick winners as the economy slows
  25. Advisors: Retiring and Handing off to the Next Generation

    The average age of a financial advisor is 50, which means succession issues are on the horizon.
  26. Tips for Advisors Who Retire & Sell Their Practice

    Many financial advisors are leading a practice without ideas about how it will continue after they retire. Here are a few ...
  27. Buying an Advisory Practice? These Tips Will Help You Get it Right

    Before purchasing a financial advisory practice, ensure due diligence is done and that you understand the business and culture ...
  28. How to Attract and Retain Millennial Advisors for Your Practice

    Practices looking to attract and retain Millennial advisors should consider these tips.
  29. Best Income Investing Strategies for Retirees

    The past few years have been tough for retirees seeking income from their investments. Here are some of the best strategies ...
  30. Real Estate Rentals for Retirement Income and Building Wealth

    Renting real estate can produce passive income and tax breaks for retirees.
  31. Traders Profit on Collapse of Retail Stocks

    Day traders are among investors scooping up beaten-down shares of Macy's, Kohl's, Target and Nordstrom
  32. Retirement Planning Strategies for Clients in Their 60s

    Here are four things clients in their 60s need to consider when it comes to retirement planning.
  33. Retirement Planning Strategies for Clients in Their 50s

    Here are three ways financial advisors can help 50-somethings plan for retirement.
  34. 1987 Stock Crash, Can It Happen in 2017?

    The end of low interest rates and easy money could lead to a major market decline
  35. 6 Growth Stocks That Will Outlast a Bear Market

    Fishing for Growth: These digital revolution stocks were bought at 20% below their intrinsic value.
  36. Top 5 Software Programs Used by Financial Advisors

    Obtain information about the top five financial planning software programs that are most commonly used by professional financial ...
  37. Advisors Share Their Favorite Tech Tools

    Three financial advisors share their favorite software and platforms for managing clients' portfolios and other financial ...
  38. 'Perfect' Stock Market Says Sell Now Before Storm

    Now may be the ideal time to sell stocks before major shocks rattle investors
  39. 5 Value Stocks That Can Thrive in a Bear Market

    Value stocks, maligned and disrespected during the bull market, are poised to outperform
  40. Choosing the Right Software for a New Wealth Management Firm

    Selecting the right software for a wealth management firm involves several key considerations.
  41. What Advisors Need to Know About Ransomware

    Ransomware is malicious technology that’s becoming increasingly commonplace in corporate computer network. Here's how to ...
  42. Will the Fiduciary Rule Scare Away Young Clients?

    Some advisors are worried that the DOL rule could hinder relationships with would-be clients.
  43. The DOL Fiduciary Rule and Its Impact on Mutual Funds

    The cost of mutual funds will come under scrutiny as part of the move towards transparency with the DOL's new fiduciary rules.
  44. Advisors: How to Explain the Fiduciary Rule to Your Clients

    Here's how advisors can deliver the underlying message of the new fiduciary rule to clients.
  45. 6 Social Media 'Musts' for Financial Advisors

    Here are six things advisors should always do online to keep clients happy and gain sales leads.
  46. 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. ...
  47. 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.
  48. Announcing the Top 100 Most Influential Financial Advisors

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

    Is there still a place in this world for commission-based advice in wealth management?
  50. 12 Web Design Words Financial Advisors Should Know

    Advisors should take the time to know what these 12 most used website design terms mean.
  • Showing 1-50 of 902 items
  • 1
  • 2
  • 3
  • ...
  • 19
  • >>
Hot Definitions
  1. Collateral Value

    The estimated fair market value of an asset that is being used as loan collateral. Collateral value is determined by appraisal ...
  2. Fiduciary

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

    The difference between a nation’s savings and its investment. The current account is defined as the sum of goods and services ...
  4. Liability

    Liabilities are defined as a company's legal debts or obligations that arise during the course of business operations.
  5. Quick Ratio

    The quick ratio is an indicator of a company’s short-term liquidity. The quick ratio measures a company’s ability to meet ...
  6. Covered Call

    An options strategy whereby an investor holds a long position in an asset and writes (sells) call options on that same asset ...
Trading Center