Topics

  1. Choosing the Right Software for a New Wealth Management Firm

    Selecting the right software for a wealth management firm involves several key considerations.
  2. Planning Financially for Today and Tomorrow

    Building financial independence means taking a proactive approach. Here are three ways to do it.
  3. Investment Objective

    An investment objective is a client information form used by asset managers that aids in determining the optimal portfolio ...
  4. How to Avoid Taxation on Life Insurance Proceeds

    Decrease the value of your taxable estate and prevent the tax man from getting you one last time.
  5. What's Next For Quants

    We asked three pros what they're excited about in the future of quantitative analysis.
  6. Where to Buy a $10 Million Coin

    Vicken Yegparian shares how to buy Roman-era coins, and what piece Stack's Bowers once sold for a record $10 million.
  1. 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 ...
  2. 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 ...
  3. Affiliate Marketing: Can You Really Make Money?

    Affiliate marketing offers a way to generate passive income online, but it takes time and money to make it a serious enterprise.
  4. How to Attract and Retain Millennial Advisors for Your Practice

    Practices looking to attract and retain Millennial advisors should consider these tips.
  5. These International ETFs Are Trouncing the Competition

    These are some of the top performing international ETFs this year, and they are still in uptrends.
  6. These ETFs Are Loving Low Volatility

    Equity market volatility is plunging. There are different ways to play that theme.
  1. 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 ...
  2. The Top 4 General Electric Shareholders (GE)

    Pay attention to whether the amount of stock awarded to General Electric’s largest shareholders provides a hint about the ...
  3. How to Sell a Car With a Lien

    Vehicle owners wondering how to sell a car with a lien on the certificate of title have four options to both remove the lien ...
  4. Affiliate Marketing: Can You Really Make Money?

    Affiliate marketing offers a way to generate passive income online, but it takes time and money to make it a serious enterprise.
  5. Why Employees Need an Investment Policy Statement

    Here's why having an investment policy statement is helpful if you have equity compensation.
  6. C-Suite

    C-Suite is a widely-used slang term used to collectively refer to a corporation's most important senior executives as in ...
  1. Energy Funds Testing 2017 Downtrends

    Energy funds were sold after lifting above seven-month resistance, raising doubts about recent social media buying calls.
  2. How Commodities Hit Their Bull Run

    The leading index that tracks commodities reached a key downside objective before beginning its current bullish trend.
  3. Vanguard Chief Economist on Europe & China

    Vanguard's Chief Economist Joe Davis shares his thoughts on the biggest international economic concerns over the next year.
  4. These International ETFs Are Trouncing the Competition

    These are some of the top performing international ETFs this year, and they are still in uptrends.
  5. Railroad Stocks Sell Off to Support After Strong Earnings

    CSX and Union Pacific are selling off despite strong second quarter results, signaling growing fears of an economic slowdown.
  6. Biotech Stocks on Fire After Vertex News

    Vertex Pharmaceuticals research results ignited a strong biotech sector advance that could gain traction in coming weeks.
  1. Molina Healthcare to Cut About 1,400 Positions -Memo

    Molina Healthcare, a health insurer that specializes in the Obamacare and Medicaid healthcare programs for low-income and ...
  2. Opinion: Alphabet Opacity Hinders Google's Antitrust Fight

    Alphabet’s opacity is hindering Google's antitrust fight. Despite huge efforts outside its core online search business, the ...
  3. Canadian Used Auto Prices Soften on Loonie Surge

    Canada's used vehicle prices have dropped for the first time in about seven years, June industry data showed, as demand for ...
  4. Staples LBO Will Test Appetite for Retail Risk

    By Davide Scigliuzzo
  5. LedgerX Gets U.S. Approval for Derivatives on Digital Currencies

    The U.S. Commodity Futures Commission said on Monday it has granted New York-based LedgerX, a bitcoin options exchange, the ...
  6. Alphabet Adds to Cash Pile Despite Higher Costs, Antitrust Fine

    Alphabet Inc reported a 21 percent jump in quarterly revenue on Monday, maintaining a growth rate that is rarely seen among ...
  1. Molina Healthcare to Cut About 1,400 Positions -Memo

    Molina Healthcare, a health insurer that specializes in the Obamacare and Medicaid healthcare programs for low-income and ...
  2. Opinion: Alphabet Opacity Hinders Google's Antitrust Fight

    Alphabet’s opacity is hindering Google's antitrust fight. Despite huge efforts outside its core online search business, the ...
  3. Canadian Used Auto Prices Soften on Loonie Surge

    Canada's used vehicle prices have dropped for the first time in about seven years, June industry data showed, as demand for ...
  4. Staples LBO Will Test Appetite for Retail Risk

    By Davide Scigliuzzo
  5. Alphabet Adds to Cash Pile Despite Higher Costs, Antitrust Fine

    Alphabet Inc reported a 21 percent jump in quarterly revenue on Monday, maintaining a growth rate that is rarely seen among ...
  6. Rent-a-Center Shunned Takeover Interest From HIG, Lone Star-Sources

    Rent-A-Center Inc snubbed takeover interest from private equity firms HIG Capital and Lone Star Funds before it turned down ...
  1. 7 Tips for Choosing the Right Estate Executor

    Use these seven steps to select the right executor for your estate.
  2. Put Dividends to Work in Your Portfolio

    Find out how a company can put its profits directly into your hands.
  3. I'm about to retire. If I pay off my mortgage with after-tax money I have saved, I can save 6.5%. Should I do this?

    Only you and your financial advisor, family, accountant, etc. can answer the "should I?" question because there are many ...
  4. My wife and I both converted our Traditional IRAs to Roth IRAs over a decade ago and have invested the maximum allowed each year since. We're buying our first home soon. Do we both qualify for one-time, tax-free, $10,000 distributions?

    You and your spouse each qualify for a penalty-free distribution of up to $10,000 for the purchase, acquisition or construction ...
  5. Is a Thrift Savings Plan (TSP) a qualified retirement plan?

    Take advantage of the government's retirement plan for employees with the Thrift Savings Plan. As with a 401(k), contributions ...
  6. Who manages the assets in a Roth 401(k) account?

    Learn how to personally manage the assets in your Roth 401(k) plan and determine the best options available to help meet ...
  1. Amazon Bids $70-$80 Million for Indian Payment Platform

    Amazon seeks to strengthen its dominance in India by capitalizing on troubled Snapdeal’s fire sale, but its bid to buy FreeCharge ...
  2. Cryptocurrency Market Capitalization Rises Again

    The bounce in the price of cryptocurrencies​, especially Bitcoin,​ has led the overall market capitalization to cross $95 ...
  3. Private Equity Firm KKR Close to Acquiring WebMD

    WebMD’s hunt for a suitor looks set come to an end after private equity firm KKR tabled an all-cash bid for the online health ...
  4. US Venture Capital's Digital Coin Quandary: Cash-Rich Startups

    U.S. venture capital firms lining up for a slice of the burgeoning digital currency market are grappling with a novel challenge ...
  5. Hard Fork Split is Avoided! Bitcoin Price Surges

    Bitcoin's price has shot up on the news that the imminent "hard fork" split in the digital currency has been narrowly avoided.
  6. Amazon Blamed for Japan's Deflation Problem

    The e-commerce giant is said to have triggered fierce competition between online and offline retailers by driving down retail ...
Hot Definitions
  1. Ponzi Scheme

    A fraudulent investing scam promising high rates of return with little risk to investors. The Ponzi scheme generates returns ...
  2. Dow Jones Industrial Average - DJIA

    The Dow Jones Industrial Average is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange ...
  3. Revolving Credit

    A line of credit where the customer pays a commitment fee and is then allowed to use the funds when they are needed. It is ...
  4. Marginal Utility

    The additional satisfaction a consumer gains from consuming one more unit of a good or service. Marginal utility is an important ...
  5. Contango

    A situation where the futures price of a commodity is above the expected future spot price. Contango refers to a situation ...
  6. Stop-Loss Order

    An order placed with a broker to sell a security when it reaches a certain price. A stop-loss order is designed to limit ...
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