Next video:
Loading the player...

Steve Sanduski, President of Belay Advisor, explains what he's doing to prepare for 2017's market challenges.

  1. No results found.
Related Articles
  1. Insights

    Investopedia CEO David Siegel on Driving Success

    Investopedia's CEO David Siegel spoke with Steve Sanduski about being the largest educational finance site in the world, and how he's lead Investopedia to reach over 20 million monthly readers.
  2. Financial Advisor

    What People Hate About Financial Advisors

    Advisors need to make a living too, but doing so by cutting corners at a client's expense isn't right. Here are the top complaints against advisors.
  3. Personal Finance

    What Should You Look for in a Financial Advisor?

    Here are five important considerations for when you are choosing a financial advisor for your investment portfolios and your financial future.
  4. Financial Advisor

    The Top Challenges Financial Advisors Face

    These are the top challenges that financial advisors face today.
  5. Financial Advisor

    Advisors: The Robots are Coming and Want Your Job

    Advisors always face uncertain markets. Today, however they face technological competition and deciding when they should exit the business altogether.
  6. Personal Finance

    Does Your Advisor Have an Exit Strategy?

    You've been with your advisor for years, but what happens when he or she retires? Who will be your new advisor?
  7. Financial Advisor

    Things That Keep Financial Advisors Up at Night

    Financial advisor worries include the changing technology landscape, the emergence of robo-advisors, government regulation and financial crisis fallouts.
  8. Financial Advisor

    How to Interview Your Financial Advisor

    When it comes to choosing a financial advisor, investors have to do homework. That means interviewing multiple advisors and asking the tough questions.
  9. Financial Advisor

    Top Trends Advisors Need to Stay Ahead of to Grow

    Advisors who want to grow their practice will need to stay ahead of these major trends.
  10. Financial Advisor

    A Shakeup Is Coming for the Advisory Industry

    With many advisors nearing retirement, mounting interest in robo-advisors and advisor defection to competitors are setting the stage for a sea change.
Hot Definitions
  1. Davos World Economic Forum

    The annual meeting of the World Economic Forum hosted at Davos—a small ski town in Switzerland—in January each year is among ...
  2. Smart Home

    A convenient home setup where appliances and devices can be automatically controlled remotely from anywhere in the world ...
  3. Efficient Frontier

    A set of optimal portfolios that offers the highest expected return for a defined level of risk or the lowest risk for a ...
  4. Basis Point (BPS)

    A unit that is equal to 1/100th of 1%, and is used to denote the change in a financial instrument. The basis point is commonly ...
  5. Initial Public Offering - IPO

    The first sale of stock by a private company to the public. IPOs are often issued by smaller, younger companies seeking the ...
  6. Border Adjustment Tax

    A tax levied on goods based on where they are sold – exported goods are exempt from tax; those imported and sold in the ...
Trading Center