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  1. When Politics Drives Markets: CAIS 2017 Global Market Outlook

    Here are some highlights from the alternative investment community's latest summit.
  2. 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 ...
  3. Tony Robbins on the Fiduciary Rule

    Best-selling author and entrepreneur Tony Robbins on the Dept. of Labor's "Fiduciary Rule"
  4. 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.
  5. Goldman, T. Rowe Price Target Average Investors With Robos

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

    Here’s what’s top of mind for investors and managers at the 2017 CAIS.
  7. Making Sure Both Spouses Get the Financial Advice They Need

    When working with couples, it is critical to be inclusive of both spouses.
  8. The World's Top Billionaires Under Age 35

    The fortunes of the wealthiest individuals under age 35 were, in large proportion, amassed by founding technology-related ...
  9. 3 Reasons Why Advisors Need to Embrace Fintech

    Advisors can reap many benefits if they evolve and adapt to the fintech revolution.
  10. Retirement Plan Strategies for Clients in Their 30s

    Retirement may not be the top priority for 30-somethings, but it should definitely be on the list.
  11. What Will Happen to Your Clients When You Retire?

    Here's why retiring advisors shouldn't overlook having a plan in place for clients.
  12. Top Tips for Making Retirement Savings Last Longer

    If you’re trying to figure out how to make your hard-earned nest egg last, there’s one piece of advice that stands above ...
  13. The Importance of Client Journey Mapping

    Mapping an effective client journey helps engage clients and provides effective services.
  14. 6 Ways Advisors Help Clients Manage Consumer Debt

    Here are six practical ways advisors can help clients manage their debt.
  15. Merrill Considers Alternatives to Fee-Only Model

    In the wake of the fiduciary rule, Merrill Lynch is dropping commission-based transactions from all of its retirement accounts, ...
  16. SEO Best Practices for Financial Advisors

    Financial advisors who write blog posts can benefit from these search engine optimization tips.
  17. DOL Fiduciary Rule Explained as of March 13, 2017

    The Department of Labor (DOL) Fiduciary Rule is a new ruling that expands the “investment advice fiduciary” definition under ...
  18. The Social Security Blackout Period

    Surviving spouses may experience a blackout period - during which they cannot collect social security benefits - between ...
  19. Partnership Tax Filing Deadline is Now March 15th

    The deadline is now a month earlier than last year, but you can still file for an extension.
  20. Pimco's New Star: The Man Who's Beating Bill Gross

    Pimco's Luster: Its bond Income Fund is now bigger than its Total Return Fund once led by Bill Gross
  21. The Next Generation of AUM: Attracting Younger Clients

    Advisors who are able to reach younger workers can increase their assets under management.
  22. How to Invest in the Growth of Insurtech (BRK.A, PGR)

    Here's how insurtech is providing a new opportunity for investors.
  23. Lawsuits That Aim to Stop the New Fiduciary Rule

    Five lawsuits have aimed to overturn the DOL fiduciary rule introduced in 2016.
  24. Why Advisors Say Debt Isn’t Always a Bad Thing

    When managed properly, debt can be used to achieve a higher overall rate of return.
  25. The DOL's Fiduciary Rule Requires a Holistic Approach

    Here's why complying with the DOL's fiduciary rule should begin with a holistic approach.
  26. Retirement Savings Strategies for Clients in Their 40s

    Here are five ways 40-somethings can plan ahead for retirement.
  27. Why Don’t Regulators Check All Broker Dealers?

    Reports indicate that there is a growing need for increased supervision of brokers.
  28. Growth of Hybrid Robo-Advisors to Outpace Pure Robos

    A recent study projects hybrid robo-advisors will manage 10% of all investable assets by 2025.
  29. Retirement Planning Strategies for Clients in Their 50s

    Here are three ways financial advisors can help 50-somethings plan for retirement.
  30. DOL Rule or Not, There's a New Fiduciary Expectation

    What does the election mean for the new fiduciary standard?
  31. 10 Tips to Boost Credit Scores for Advisors and Clients

    Properly managing credit scores can help get new loans and save a lot of money in the process.
  32. Cadre

    Cadre employs a sophisticated platform for users to manage the real estate investment process.
  33. 25 Companies That Offer Robo-Advisor Services

    Here's a round-up of the most well-known robo-advisors and what they offer.
  34. How Tech Helps RIAs Like Alexandria Capital Grow AUM

    Many financial firms are leveraging technology to achieve rapid growth. Here's how.
  35. 5 Top Tax Concerns Clients May Face This Year

    Clients of advisors may have more tax issues as their financial plans become more complicated.
  36. The Top 3 Growth Avenues for Advisors in 2017

    These are three options advisors have when considering the future growth of their business.
  37. What Should Investors Expect From Markets in 2017?

    A Q&A with Mark Okada, CIO and Co-Founder of Highland Capital Management, on his investment outlook.
  38. Redtail Technology

    Redtail firm provides advisors with web-based software that allows them to manage their client base.
  39. Work at a Public Company? Here's How You Can Sell Your Stock

    Wealthfront has added an employee stock selling program to its platform.
  40. How Advisors Can Use Blogs to Boost Their AUM

    Here's how marketing techniques like blogging can help advisors grow assets under management.
  41. Why Johnny Depp and Mike Tyson Sued their Advisors

    Here's why Johnny Depp and Mike Tyson recently filed lawsuits against their former advisors.
  42. 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.
  43. 2016 SEC Enforcement Cases: The Year in Review

    The SEC set a new record in 2016 for the number of enforcement actions it brought.
  44. How Tech is Changing Alternative Investments

    Here's what you should know about the digitization of the alternative investment industry.
  45. The Best Blogs for Financial Advisors to Read in 2017

    These finance blogs are must reads for financial advisors.
  46. Preparing For a Career as a Portfolio Manager

    Find out what it takes to win a spot in one of the most coveted financial careers.
  47. How to Invest During Trump's Presidency (CNX,AET,EYH,GLT)

    Investors looking to capitalize on the election results have several sectors to choose from.
  48. The Top 3 Blogging Tips for Financial Advisors

    Blogging is one of the easiest ways that financial advisors can attract and maintain clients.
  49. How Hedge Funds Can Do More for Charitable Causes

    A Q&A with Tony Cowell about the role hedge funds can play as a source of philanthropic capital and charitable giving.
  50. Why Trump Should Stop the New Fiduciary Rule

    An argument for why the Trump administration should repeal the fiduciary rule.
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