Your Clients

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  1. How to Help Women Maximize Social Security

    Women depend more on Social Security than men. Here's what advisors need to be aware of to help them receive the maximum ...
  2. Navigating Social Security Claiming Changes for Clients

    A look at the changes to rules for claiming Social Security retirement benefits and what advisors need to consider to help ...
  3. Advisors: Don’t Let Clients Chase ETF Returns

    The ease of trading ETFs has some investors chasing performance. Here's how advisors can help clients avoid making mistakes. ...
  4. 4 Mistakes Clients Make With Roth IRAs and Their Estate

    Beneficiaries will not be able to maximize their tax savings with a Roth IRA unless it is passed down in a certain manner.
  5. What Clinton's Presidency Would Mean for Advisors, Retirement

    If Hillary Clinton is elected to the presidency, her tax plans could have a big impact on economic growth and retirement ...
  6. What Drives Wealthy Donors and How to Advise Them

    New research about high net worth philanthropy shows that values drive giving decisions—and that donors plan to keep on giving ...
  7. Use Thematic Investing to Engage Your Clients

    Advisors looking for a new way to strengthen their client relationships should consider thematic investing, which can engage ...
  8. Asset, Wealth Management M&A Rose in Q3, Though Value Dropped

    The third quarter of 2016 saw an increase in M&A activity among asset and wealth managers says a new report, but the ...
  9. How to Help Clients Invest an Inheritance for Retirement

    Here's how to help clients invest an inheritance to ensure they have a solid retirement nest egg.
  10. Billionaires to Transfer $2T in Wealth to Heirs

    A new report reveals that 460 billionaires will transfer over $2 trillion of assets to their heirs during the next 20 years.
  11. Top Tips for Reducing Healthcare Costs in Retirement

    The rising cost of healthcare is a scary prospect for many retirees. Here's what you can do to try and keep such costs as ...
  12. Why Age 70 is Pivotal for Retirement Planning

    Age 70 marks the time that you will have to start thinking about RMDs for real, but it's better to start planning for them ...
  13. Why Spending Tends to Increase in Retirement

    Retirees often find themselves living fuller lives during retirement, which can come with more costs. Are your investments ...
  14. 6 Big IRS Red Flags for Retirees

    Tax audits are stressful and can result in expensive fines. Here are six things to know about when it comes to sidestepping ...
  15. ETFs Vs. Index Funds: Quantifying The Differences

    If you are trying to choose between these two index-tracking investments, compare the costs.
  16. 6 Tips to Help Clients Make the Most of Their RMDs

    Here are some tips for advising clients faced with taking required minimum distributions.
  17. Help Clients Navigate Roth IRA Distribution Rules

    Here's how the five-year rule works with Roth IRAs and what to consider for clients.
  18. What to Tell Clients About New Money Market Rules

    New money market rules will have little impact on clients. Here's what to tell them if they ask.
  19. Is the Roth IRA Under Threat?

    Roth IRAs are one of the most popular retirement savings accounts. Could Congress ever decide that too much money is being ...
  20. How New IRA Rollover Rules Impact Your Clients

    The IRS has made it easier and less costly for clients who miss the 60-day IRA rollover window.
  21. Social Security Mistakes: How to Avoid Them

    Social Security is an important part of most retirement plans. Here are some costly mistakes to avoid.
  22. Why Create a Financial Plan?

    Tom Zgainer of America's Best 401k explains why investors should create a financial plan.
  23. How Advisors Can Factor in Smart Beta for Clients

    Smart beta ETFs based on factors can be a tool for advisors and individual investors to diversify.
  24. Preparing for Succession: Retirement Advice for Advisors

    Financial Advisor Kathy Hauer gives her advice on how FAs can prepare for retirement.
  25. Strategies to Protect Assets from Creditors, Suits

    Proper planning is required to ensure that a client’s assets are truly protected. Here are some strategies that can help ...
  26. Tax Tips for Master Limited Partnerships

    MLPs are a different animal when it comes to taxes. Here's how they work.
  27. Self-Directed IRA Exemption: Advisors Take Note

    Here's how the new fiduciary rule impacts custodians of self-directed IRAs and clients who are seeking advice.
  28. Are Smart Beta ETFs Active, Passive or Both? (RPV, SIZE)

    Are smart beta ETFs a form of passive management, active management or a hybrid of both?
  29. How Clients Can Fund Long-Term Healthcare Costs

    Healthcare costs in retirement are rising. Here are some options that you and your clients should consider to help them fund ...
  30. How the Fiduciary Rule Will Impact 401(k) Advisors

    Here's the impact that the new fiduciary rules will have on financial advisors serving as advisors to 401(k) and other defined ...
  31. How to Help Clients Decide on 401(k) Rollovers

    A critical decision for clients who change jobs a few times in their career is what to do with their defined contribution ...
  32. Managing Client Expectations in a Volatile Environment

    Managing client expectations during periods of market volatility is challenging. Here are some ways to go about it.
  33. 6 Unusual Retirement Tips for Boomers

    You're likely well-versed in the usual retirement planning tips. Here's a list of lesser-known ways to try to fatten up your ...
  34. Advisors: Your Women Clients Are Not All the Same

    Advisors who want to work with women clients need to understand that they are a diverse group with these distinct financial ...
  35. Edward Jones, Morgan Stanley Face 401(k) Fee Suits

    Edward Jones and Morgan Stanley have become the latest financial services firms to be hit with lawsuits alleging their 4 ...
  36. When Multi-Factor ETFs Make Sense

    Multi-factor ETFs are a logical progression from single-factor smart beta ETFs. Here's when it makes sense to use them in ...
  37. Talking to Clients Who Think Stocks Are in a Bubble

    Here's what to tell clients who think that the market is in bubble territory.
  38. How to Use Life Insurance to Manage Legacies

    These are some of the legacy-building ways that life insurance policies can be used.
  39. OSMAX,MGGIX,OBIOX: 3 Top International Mutual Funds

    If you want to invest outside of the United States, here are three international mutual funds to consider.
  40. Treasury Looks to Close Family Business Estate Tax Loophole

    The Treasury department is aiming to close a loophole that would result in higher estate and gift taxes for some wealthy ...
  41. 7 Advisor Types Wealthy Investors Pick

    Affluent investors have particular characteristics that decide the type of advisor they choose. Knowing these can help advisors ...
  42. The 4% Retirement Withdrawal Rule: What to Know

    The 4% rule for retirement withdrawals has been a staple in financial planning for over 20 years, but no rule of thumb or ...
  43. 10 Common Traits of Wealthy Investors

    Here are 10 common traits the wealthy share that financial advisors should keep in mind when looking to attract HNWI clients.
  44. How Wealth Managers Can Bridge Digital Tech Gap

    A lack of digital technology offerings puts many wealth management firms at risk of losing significant income due to client ...
  45. Why the Fiduciary Standard Is Important

    This is how you can tell if your financial planner genuinely has your best interests at heart.
  46. Wealthy Clients: How Advisors Can Nab More of Them

    Wealth management firms still only manage a minority of the assets of high net worth individuals. Here are some insights ...
  47. What's the average salary of a financial advisor?

    Learn about average salaries for financial advisors. Explore different levels of compensation financial advisors receive ...
  48. How to Advise Business Owners Looking to Retire

    Here are some things to be aware of when advising business owners looking to retire.
  49. How to Explain Portfolio Rebalancing to Clients

    Here are some of the best ways to explain the concept of rebalancing to clients and tips on implementing a regimen.
  50. How to Help Clients Navigate Medicare Enrollment

    Here's how to help clients navigate the maze of Medicare enrollment.
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Hot Definitions
  1. Drawdown

    The peak-to-trough decline during a specific record period of an investment, fund or commodity. A drawdown is usually quoted ...
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  3. Redemption

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