Financial Advisors - Your Practice

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  1. What the Brexit Means to Near-Retirees

    Brexit-spurred economic uncertainty and added volatility comes at an inopportune time for those nearing retirement. Here's ...
  2. Why Advisors Ignore Most Marketing Pitches

    Advisors are busy folks and as such, they aren't easily swayed to read marketing materials.
  3. Evaluating Target Date Funds Just Got Easier

    The wave of target date funds has caught the eye of the DoL, which has issued guidelines on them for fiduciaries. Here's ...
  4. How to Advise Business Owners Looking to Retire

    Here are some things to be aware of when advising business owners looking to retire.
  5. How to Explain Portfolio Rebalancing to Clients

    Here are some of the best ways to explain the concept of rebalancing to clients and tips on implementing a regimen.
  6. The Best Robo-Advisors for Your Advisory Practice

    Robo-advisors targeting financial advisors aim to free up their human counterparts for more important work. Here's a list ...
  7. How the FPA's New Planner Search Will Help Advisors

    The FPA recently launched a new redesign aimed at making it easier for consumers to identify and find financial planners. ...
  8. How to Help Clients Navigate Medicare Enrollment

    Here's how to help clients navigate the maze of Medicare enrollment.
  9. The 5 Best CRM Services for Financial Advisors

    CRM solutions have become an invaluable tool for advisors as competition from robo-advisors heats up. Here are some of the ...
  10. How to Get More Business with Inbound Marketing

    A smart way to start adding more clients to your roster is to add inbound marketing to your marketing tool chest. Here's ...
  11. How to Formulate an Investment Philosophy

    Here are some tips to develop a solid investment philosophy.
  12. Think You'll Spend Less in Retirement? Think Again

    Retirees often find themselves living fuller lives during retirement, which can come with more costs. Are your investments ...
  13. Advisors: How to Create a Marketing Calendar

    Marketing calendars are a great way for advisors to keep on top of important tasks that help grow business over the long-term.
  14. Ellevest: How This New Robo-Advisor Stacks Up

    Many investors have long anticipated the launch of Ellevest, a women-focused robo-advisor. Here are some specifics about ...
  15. Why In-Person Meetings Are Better for Clients

    While the future of financial advisement is rapidly becoming even more digitized, there's still lots of value in holding ...
  16. The SEC Fiduciary Rule Explained

    The SEC plans to propose its own set of fiduciary rules next year. These are some of the potential implications for advisors.
  17. Why Advisors Shouldn't Overlook Impact Investing

    The demand for impact-centered portfolio management is rapidly growing. Here's how advisors can get on the bandwagon with ...
  18. Want More Referrals? Target These 4 Client Types

    Getting referrals is one of the best ways to grow your business. Here are four types of clients who are more likely to give ...
  19. The Devil Is in the Details With New Advisor Rules

    Don’t be lured into a false sense of security with advisors because of the new DoL ruling. Due diligence is still a must ...
  20. How to Grow Your Advisory Biz with Dashboarding

    Here's how advisors can leverage dashboards to consolidate information and mine it for useful insights to improve their practice. ...
  21. Best Advisor Technology for Understanding Clients

    Advisors can leverage new technology to dramatically improve their workflow and overall profitability over time. Here are ...
  22. One Vital Area Where Robo-Advisors Fall Short

    Although publicized as an investment panacea, robo-advisors may fall short on personalized diversification.
  23. Wealthy Men and Women Investors: 4 Key Differences

    Research validates that wealthy men and women invest differently. Here's why—the insights may help advisors better tailor ...
  24. How to Talk Your Clients Through Bad Markets

    A bear market is the bane of all investors. Here’s what you need to do to effectively talk your clients through big downturns.
  25. The DoL Fiduciary Rule: What It's All About

    The new fiduciary rule is complicated but hopefully beneficial—for most. Here's some background and what is ahead for both ...
  26. How Advisors Can Win and Serve Foreign Clients

    The EB5 program grants visas to foreign investors, who need the guidance of an advisor who can help them navigate the murky ...
  27. Why Now is the Best Time to Talk Risk with Clients

    Here's how to make sure clients are financially prepared to handle their summer fun before they go off into the blue.
  28. Improve Your Email Marketing Strategy in 5 Steps

    An advisor's e-mail strategy can greatly enhance his or her practice. Here are some tips on how to make your e-mail campaign ...
  29. How Advisors Can Combat Ransomware

    Ransomware is malicious technology that’s becoming increasingly commonplace in corporate computer network. Here's how to ...
  30. Advisors: Use These Tactics to Win Gen X Clients

    Gen X may not be as big a group as Baby Boomers or Millennials, but it represents a potentially huge windfall in new clients. ...
  31. What Advisors Can Learn from Robo-Advisors

    There are several things that advisors can learn from robo-advisors that can help them to effectively scale and grow their ...
  32. How to Create a Retirement Investment Policy

    A retirement policy statement can be a good idea for clients. Here's how to create one.
  33. Morningstar's New Client Portal: Better with Data

    Morningstar’s new client portal features data aggregation to aid financial advisors in helping clients gain a better view ...
  34. The Pros and Cons of Robo-Advisor Personal Capital

    A look at the pros and cons of robo-advisor Personal Capital's robust platform.
  35. How Advisors Can Win with the New Fiduciary Rule

    Advisors would be wise to use the change in fiduciary rules to educate clients on the value of the advice they provide. Here ...
  36. 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 ...
  37. 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 ...
  38. 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.
  39. The Top Challenges Financial Advisors Face

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

    These tips will help you manage and boost your presence on Google.
  41. 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 ...
  42. 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 ...
  43. 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 ...
  44. 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 ...
  45. 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. ...
  46. 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 ...
  47. The Top 2 Robo-Advisors for Retirees

    Retirees looking to cut their investment management costs may want to consider these two robo-advisors.
  48. 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 ...
  49. 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 ...
  50. 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. ...
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Hot Definitions
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