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. 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.
  2. Tech

    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?
  3. 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.
  4. Tech

    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.
  5. Tech

    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.
  6. Financial Advisor

    Advisors: Why You Should Avoid Trying to Do it All

    Few advisors are capable of providing services in all aspects of financial planning alone. Here's what to do to effectively meet all your clients' needs.
  7. Financial Advisor

    How Advisors Can Prepare for a Bear Market

    Like investors, advisors must be ready for an eventual shift in the market. Here are a few scenarios and tips.
  8. Insights

    Steve Ells Biography (CMG)

    Steve Ells is a bit of an anomaly in the fast food world. By refusing to bow to the rules of fast food, Ells has created a restaurant that people will go out of their way to visit.
  9. Financial Advisor

    Can You Afford a Financial Advisor?

    Don't think you can afford a financial advisor? Think again. Here's why you should reconsider hiring an advisor.
  10. Financial Advisor

    How to Respond to 'I Already Have an Advisor'

    Every advisor has met someone who already works with an advisor. Here are some tips for keeping the door open.
Hot Definitions
  1. Restricted Stock Unit

    Compensation offered by an employer to an employee in the form of company stock. The employee does not receive the stock ...
  2. Operating Ratio

    A ratio that shows the efficiency of a company's management by comparing operating expense to net sales. Calculated as:
  3. Expense Ratio

    A measure of what it costs an investment company to operate a mutual fund. An expense ratio is determined through an annual ...
  4. Pro Forma

    A Latin term meaning "for the sake of form". In the investing world, it describes a method of calculating financial results ...
  5. Trumpcare

    The American Health Care Act, also known as Trumpcare and Ryancare, is the Republican proposal to replace Obamacare.
  6. Free Carrier - FCA

    A trade term requiring the seller to deliver goods to a named airport, terminal, or other place where the carrier operates. ...
Trading Center