Justin Kuepper

Justin Kuepper

Justin Kuepper has many years of experience in the market as an active trader and a personal retirement accounts manager. He spent a few years independently building and managing financial portals before obtaining his current position with Accelerized New Media, owner of SECFilings.com, ExecutiveDisclosure.com and other popular financial portals. Kuepper continues to write on a freelance basis, covering both finance and technology topics.

  1. FA Profession

    Top Digital Marketing Tips for Financial Advisors

    Advisors may want to consider these digital marketing tips when it comes to maximizing the effectiveness of their social ...
  2. Robo-Advisor

    What to Learn from Millennials’ Distrust of Banks

    An examination of why Millennials distrust traditional financial services firms can help financial advisors adapt their ways ...
  3. FA Profession

    LinkedIn: How Advisors Can Use It to Grow

    Here are some best practices on how financial advisors can leverage LinkedIn to connect with more potential clients.
  4. Robo-Advisor

    4 Top Tech Tools for Understanding Clients

    Advisors can leverage new technology to dramatically improve their workflow and overall profitability over time. Here are ...
  5. Robo-Advisor

    What Advisors Need to Know About Dashboarding

    Here's how advisors can leverage dashboards to consolidate information and mine it for useful insights to improve their practice. ...
  6. Big Data

    Morningstar's Client Portal Now Features Data Aggregation

    Morningstar’s new client portal features data aggregation to aid financial advisors in helping clients gain a better view ...
  7. Chart Strategy

    U.S. Markets Cautious Ahead of Fed Rate Decision (SPY, DIA)

    A weekly technical summary of the major U.S. indexes.
  8. FA Relevant

    How Long Will You Live? This Tool Will Tell You

    Longevity-calculating tools help advisors guide clients through their financial livelihood during their retirement years. ...
  9. FA Profession

    3 Top Advisor Benefits From 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 ...
  10. FA Profession

    How Advisors Can Build and Manage Their Google Footprint

    These tips will help you manage and boost your presence on Google.
  11. FA Profession

    Top SEO Tips for Advisors

    Advisors are increasingly relying on search engines for inbound leads. Here's how to improve rankings and drive more search ...
  12. Artificial Intelligence

    Advisor Tools: Should You Upgrade from Excel?

    Microsoft Excel has been a staple of the financial services industry for decades but specialized advisor software solutions ...
  13. FA Relevant

    MoneyProGuide: An Overview of the New Version

    MoneyGuidePro has become one of the most popular software systems for financial advisors. Here's a quick look at the product's ...
  14. FA Relevant

    6 Personal Finance Apps that Help Keep Costs Down

    Here's a list of popular personal finance apps that advisors may want to recommend to help clients improve the way they save, ...
  15. FA Profession

    5 Top Podcasts for Advisors

    Podcasts are a good way for advisors to keep on top of their industry and learn valuable techniques to grow their practice. ...