Financial Advisor

  1. How to Plan Financially for an Active Retirement

    Contrary to popular belief retirement doesn't always mean downsizing and slowing ...
  2. 4 Ways Financial Plans Get Derailed

    A financial plan is useless if it never gets put to use. Here are four things to ...
  3. What the Brexit Means to Near-Retirees

    Brexit-spurred economic uncertainty and added volatility comes at an inopportune ...
  4. Why Advisors Ignore Most Marketing Pitches

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

    The wave of target date funds has caught the eye of the DoL, which has issued guidelines ...
  6. Why a Financial Advisor Is Crucial in Retirement

    If you’ve been planning your retirement strategy on your own, bringing a financial ...
  1. Synovus Stock Trades Ex-Dividend Tuesday (SNV)

    Synovus will send its dividend payment on July 1 to shareholders of record as of ...
  2. Comerica Stock Trades Ex-Dividend Monday (CMA)

    Comerica will send its dividend payment on July 1 to shareholders of record as of ...
  3. E*Trade Builds Its Own RoboAdvisor (ETFC)

    E*Trade's product, known as Adaptive Portfolio, will offer a combination of active ...
  4. Smart Beta: How Does Quality Factor In?

    One of the factors used in smart beta strategies is quality. Here's a look at this ...
  5. Why Advisors Are Flocking to This Pricey ETF ...

    Despite its high expense ratio advisors are flocking to this ETF. Here's why.
  6. All That Glitters Does Not Belong in an IRA

    Gold can be an attractive investment given its meteoric rise. But those wanting it ...
  1. Countdown to Retirement

    Retirement is staring you in the face...and decisions are looming about your savings, ...
  1. Do financial advisors charge VATs?

    Understand what types of actions on behalf of a financial advisor constitute a value-added tax (VAT). Learn how to avoid ...
  2. How do financial advisors execute trades?

    Understand how financial advisors normally execute an investor's trades. Learn about the different type of markets and exchanges ...
  3. How do financial advisors help you avoid escheatment?

    Find out your financial advisor can help you avoid escheatment of your assets by monitoring your accounts and ensuring that ...
  4. Why do financial advisors dislike target-date funds?

    Learn the reasoning behind why financial advisors prefer not to place their clients into target-date funds and how you can ...
  1. Series 99

    FINRA/NASAA Series 99 Exam Guide
  2. Series 24

    FINRA/NASAA Series 24 Exam Guide
Hot Definitions
  1. GBP

    The abbreviation for the British pound sterling, the official currency of the United Kingdom, the British Overseas Territories ...
  2. Diversification

    A risk management technique that mixes a wide variety of investments within a portfolio. The rationale behind this technique ...
  3. European Union - EU

    A group of European countries that participates in the world economy as one economic unit and operates under one official ...
  4. Sell-Off

    The rapid selling of securities, such as stocks, bonds and commodities. The increase in supply leads to a decline in the ...
  5. Brazil, Russia, India And China - BRIC

    An acronym for the economies of Brazil, Russia, India and China combined. It has been speculated that by 2050 these four ...
  6. Brexit

    The Brexit, an abbreviation of "British exit" that mirrors the term Grexit, refers to the possibility of Britain's withdrawal ...
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