Your Clients

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  1. Net Profit Margin

    Net profit margin, or net margin, is equal to net income or profits divided by total revenue and represents how much profit ...
  2. Potential Conflicts of Interest With Your Financial Advisor

    While everyone wants to think their financial advisor is working in their best interest, it's important to look out for potential ...
  3. Survey Shows SEC Disclosure Doesn’t Clarify New Broker Standards

    A survey reveals that the SEC’s mandatory disclosure form doesn't help consumers understand proposed changes to standards ...
  4. 6 Trends That Could Cripple The Bull Market

    Goldman Sachs warns that these headwinds will push back on stock prices going forward.
  5. Pro Forma

    Pro forma is a Latin term that describes a method of calculating and presenting financial results to emphasize either current ...
  6. Why These Are the Most Valuable Brands of 2018

    A company's brand value can translate into billions of dollars. Creating an emotional connection is key. Here are the most ...
  7. Inventory Turnover

    Inventory turnover is a ratio showing how many times a company has sold and replaced inventory during a given period.
  8. Retained Earnings

    Retained earnings are the cumulative net earnings or profit of a firm after accounting for dividends — some people refer ...
  9. This Is How Much Mutual Fund Managers Make

    Mutual fund managers' compensation is based on a variety of factors, but figuring out how much they make exactly is not easy. ...
  10. Equity

    Equity is the value of an asset less the value of all liabilities on that asset.
  11. Lead Underwriter

    A lead underwriter is usually an investment bank that organizes an IPO or a secondary offering for companies that are already ...
  12. The Effect of Fed Fund Rate Hikes on Gold

    Explore the historical relationship between interest rate increases and the price of gold, and consider what effect a fed ...
  13. 8 High-Risk Stocks Facing Steep Declines

    Collapsing profit margins put these stocks in danger, Morgan Stanley warns.
  14. IBM Stock Seen Rebounding 7% Despite Weak Earnings

    IBM shares have fallen 8% in October.
  15. SEC Form 17-H

    SEC Form 17-H is a risk-assessment report that all broker-dealers must file with the Securities and Exchange Commission (SEC).
  16. How Trust Funds Can Safeguard Your Children

    Certain types of trust funds can help to protect your assets from bankruptcies and civil actions, and can be established ...
  17. The Best Banks to Stash Your Million Dollars

    If you’re shopping for a private bank, start with your bank and call the private arms of a few others. Ask your financial ...
  18. Investment Advisor Versus Broker

    What is the difference between an investment advisor and a broker? These are two different jobs, each with its own financial ...
  19. How to Protect Your Assets from a Lawsuit or Creditors

    Learn how to protect your assets from lawsuits, creditors and other judicial proceedings, and what laws may already protect ...
  20. Accredited Financial Counselor: An Introduction

    This designation is highly relevant as it allows you to help the middle and lower-income population in America.
  21. 3 Reasons to Avoid Treasury Inflation-Protected Securities

    Learn three reasons why you should avoid investing in Treasury inflation-protected securities (TIPS) and why you are better ...
  22. How Billionaires Manage Their Fortunes

    A new report on the personal financial strategies of the world's billionaires provides insight into how they work, save and ...
  23. Tips for Family Wealth Transfers

    Communication and planning are important when transferring parents' wealth to the next generation and making sure they are ...
  24. Why the Price of Chocolate Fluctuates

    Supply and demand affects the price of all goods sold, even chocolate. Learn about the factors that cause the price of chocolate ...
  25. Common Interview Questions for Equity Researchers

    Identify the types of questions asked at equity researcher job interviews, and practice giving responses that will set you ...
  26. CFP Board Prepares Advisors for Updated Standards

    Amid conversations about who should regulate the financial advisory profession, the CFP Board has set new standards for advisors. 
  27. 4 Signs It's Time to Fire Your Financial Advisor

    Financial advisors provide valuable advice, but if your advisor communicates poorly, then it may be time to find a new one.
  28. The Step by Step Portfolio Planning Process

    Portfolio planning has never been more important or more daunting for investors. Find out the steps involved in the portfolio ...
  29. 3 Stocks Poised To Rise On Apple's Supercycle

    Apple suppliers may be big winners as sales surge for Apple's latest iPhones.
  30. S&P 500 Will Break Past 3,000 Quickly, Keep Rising: Blackstone

    Blackstone's Zidle sees big market gains fueled by the midterm elections.
  31. Qualcomm Seen Rising 10% Amid Giant Stock Buyback

    Qualcomm's stock aleady has soared 50% since in recent months.
  32. If The Bull is Still Running, Why Diversify?

    In a bull market environment, efforts by financial advisors to talk to their clients about diversification often falls on ...
  33. Impact ETFs Offer Advisors New ESG Opportunities

    Advisors have a growing number of options to help clients meet their socially responsible investing goals.
  34. Advisors: What Will Your Clients Regret Most?

    A new Schwab survey shows retirees wish they'd saved more, spent less on impulse purchases.
  35. What do hedge fund analysts do?

    Discover what a hedge fund analyst does by learning about the major day-to-day responsibilities are that are required for ...
  36. Commercial Property Insurance

    Commercial property insurance is used to cover any type of commercial property against such perils as fire, theft and natural ...
  37. Walking the Walk Lets You Talk the talk

    In the blog series, “Five Disciplines of a Successful Fiduciary,” Danielle and Rob discuss the art of articulation in client ...
  38. Accounting Equation

    The accounting equation, also known as the balance sheet equation, is Assets = Liabilities + Equity and underpins the balance ...
  39. Understanding How Fiduciary Advisors Work

    There are many different designations and titles advisors can hold. Those who work in a fiduciary capacity are held to a ...
  40. How RESA Could Reform Workplace Retirement Plans

    Seven bills introduced in the House and Senate signal a desire from Congress to make significant changes to workplace retirement ...
  41. Successful Fiduciaries Write Things Down

    In part five of the blog series, “Five Disciplines of a Successful Fiduciary,” we talk about the importance of consistency. ...
  42. Series 7

    The Series 7 is an exam and license that entitles the holder to sell all types of securities products with the exception ...
  43. 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 ...
  44. What fees do financial advisors charge?

    Learn how much financial advisors charge clients and discover the various payment plans available to customers seeking financial ...
  45. Changing the Definition of Risk in Retirement Planning

    For retirement savers, risk is about more than seeing your investments fall short of a benchmark.
  46. What does a 'Chief Economist' do?

    Vanguard's Chief Economist Joe Davis discusses his role helping portfolio managers and clients.
  47. Are Your Clients Moving Away from Value Investing?

    Experienced investors are questioning value investing as a strategy, and many beginners have abandoned it completely in favor ...
  48. The Top 4 AT&T Shareholders (T)

    Discover the four biggest insider holders of AT&T stock, and how each of them have worked their way through the ranks ...
  49. Know How Much You Are Paying for Financial Advice

    Depending on the type of financial advisor you are working with, you may be paying more in fees than you realize.
  50. Strategies for Clients in Rising Rates Environment

    Any time there are rising rates it creates risks for investors. Fortunately, there are severa strategies that can help investors ...
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