Your Clients

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  1. What Makes a Successful Fiduciary: Relationship and Service

    A strong client relationship is important, but sometimes it is not enough. To be successful, other disciplines can’t be ignored. ...
  2. Series 6

    The Series 6 is a securities license entitling the holder to register as a company's representative and sell mutual funds, ...
  3. How Alibaba's Soaring Wealth Created 10 Billionaires

    Founder Jack Ma, worth $47.4 billion, wealthier than many U.S. tech billionaires
  4. Don’t Let Student Loans Keep Clients from Buying a Home

    Millennial clients who are paying off student loans shouldn't be discouraged from buying a home.
  5. Get Ready For The Coming Bear Market and Recession

    A bullish strategist now says that stocks are in the "9th inning"
  6. Investments Combating Climate Change Are on the Rise

    Advisors can help clients find investments that match their goals for environmental sustainability.
  7. GE's Shrinking Cash Flow Signals Stock's Tragic Decline

    GE founder Edison would be shocked by the company's fall
  8. Why Amazon's Stock Is Poised To Reach New Records

    Amazon is up 50% this year and is likely to jump higher, one technical analyst says
  9. Disney Investors Suddenly Envision A Streaming Empire

    Disney's deal talks with Fox have changed many investors' image of the Magic Kingdom
  10. Wells Fargo Launches Hybrid Robo, Courting Millennials

    Wells Fargo's new hybrid robo advisor enters the digital advice space facing a number of challenges.
  11. Inverse Volatility ETFs Outperforming Volatility ETFs Despite Outflows

    Year-to-date, it’s the inverse ETFs that are riding higher among volatility funds.
  12. What Clients Don't Know About Their Estates Could Cost Them

    Your client's estate is too small to trigger federal estate taxes - but they’re not off the hook.
  13. The 4 Best S&P 500 Index Funds

    Discover detailed analysis of the best S&P 500 Index funds, and learn about their characteristics, historical statistics ...
  14. Explaining Rising Interest Rates and Real Estate to Clients

    Rising interest rates impact every aspect of buying a home, but your clients shouldn't fear them.
  15. 1987 Stock Crash, Can It Happen in 2017?

    The end of low interest rates and easy money could lead to a major market decline
  16. The Great Recession's Impact on the Housing Market

    Home buyers should heed the warnings of why the Great Recession occurred in the first place.
  17. Should You Sell Your General Electric Stock?

    General Electric shares fell to a two-year low this week, dropping to the bottom of the DJIA performance list.
  18. Long-Term Traders Are Bullish on Commodities

    Bullish chart patterns on key commodity-related ETFs suggest that the remainder of 2017 could be the best time to buy.
  19. How Wal-Mart Is Beating Amazon At Its Own Game

    Wal-Mart is growing its e-commerce business faster than Amazon
  20. The Top Performing ETFs of the Year So Far

    Call it the “Teflon” market. Nine months in, stocks have yet to see a pullback of any significance.
  21. 7 Lessons for Investors From A Decade Of ETF Trading

    Mark Eshman of ClearRock Capital shares his seven lessons learned from decades of trading ETFs.
  22. Why You Should Care About the Fiduciary Standard

    There are major differences between advisors who operate as fiduciaries and those who don't.
  23. Getting Divorced? Here's the Financial Info You Need

    Certified Divorce Financial Analyst Rose Swanger discusses the necessary steps for making divorce a little less (financially) ...
  24. How the FPA Fosters Knowledge Sharing

    The 2017 President of the Financial Planning Association, Shannon J. Pike, CFP®, talks OneFPA and sharing knowledge across ...
  25. Don't Discredit Financial Planning for Millennials

    Founder & President at Your Greatest Contribution (YGC) and CNBC Financial Advisor Rianka Dorsainvil, CFP® on advising ...
  26. Tesla Stock Nears Critical Support After Production Miss

    Tesla stock sold off overnight after it failed to meet aggressive Model 3 goals and could now test support between $325 and ...
  27. Preparing Millennials for Home Ownership (or Not)

    Advisors need to consider why Gen Y approaches home ownership differently than other generations.
  28. Why These Are the Most Valuable Brands of 2017

    A company's brand can be worth billions of dollars. Here are the most valuable global brands in 2017.
  29. Can a Financial Advisor Make you Happier?

    Elliot Weissbluth, CEO and Founder of HighTower Advisors, shares why financial advisors have a pretty big impact on your ...
  30. How S&P 500, Dow Stocks May Get Killed by Low Inflation

    Investors beware. Today's low inflation may no longer help stocks outperform
  31. 5 Reasons These Chip Stocks Will Surge

    Five key forces may keep chip equipment stocks rising even as growth decelerates
  32. What does a 'Chief Economist' do?

    Vanguard's Chief Economist Joe Davis discusses his role helping portfolio managers and clients.
  33. 4 Ways to Attract Tech-Savvy Millennial Investors

    In order to attract and keep Millennial investors, advisors must be tech savvy themselves.
  34. 11 Common Mistakes Pre-Retirees and Retirees Make

    Advisors can play a crucial role helping those planning for retirement avoid these common mistakes.
  35. When Advisors Should Do More Than Manage Portfolios

    Dr. Michael Finke explains how advisors can better serve aging clients.
  36. How to Find Wealthier Financial Advisory Clients

    Financial advisors should be looking to add more clients with higher net worth to their practice. Here's what it takes.
  37. Build A Wall Around Your Assets

    Learn how to protect your money from lawsuits, creditors and other judgment proceedings.
  38. Why Amazon Is Losing to JD.com and Wal-Mart

    Victory Salute: JD.com's stock growth is nearly triple Amazon.com's
  39. What Advisors, Clients Should Expect from a Low-Return Future

    What should advisors and their clients expect from what many see as a looming new era of low returns?
  40. Why These 10 Growth Stocks May Keep on Growing

    A top fund manager looks at return on assets to pick winners as the economy slows
  41. Advisors: Retiring and Handing off to the Next Generation

    The average age of a financial advisor is 50, which means succession issues are on the horizon.
  42. 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 ...
  43. Best Income Investing Strategies for Retirees

    The past few years have been tough for retirees seeking income from their investments. Here are some of the best strategies ...
  44. Real Estate Rentals for Retirement Income and Building Wealth

    Renting real estate can produce passive income and tax breaks for retirees.
  45. Traders Profit on Collapse of Retail Stocks

    Day traders are among investors scooping up beaten-down shares of Macy's, Kohl's, Target and Nordstrom
  46. Retirement Planning Strategies for Clients in Their 50s

    Here are three ways financial advisors can help 50-somethings plan for retirement.
  47. Retirement Planning Strategies for Clients in Their 60s

    Here are four things clients in their 60s need to consider when it comes to retirement planning.
  48. 6 Growth Stocks That Will Outlast a Bear Market

    Fishing for Growth: These digital revolution stocks were bought at 20% below their intrinsic value.
  49. Advisors Share Their Favorite Tech Tools

    Three financial advisors share their favorite software and platforms for managing clients' portfolios and other financial ...
  50. 'Perfect' Stock Market Says Sell Now Before Storm

    Now may be the ideal time to sell stocks before major shocks rattle investors
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