Your Clients

  • Showing 301-350 of 519 items
  • <<
  • ...
  • 6
  • 7
  • 8
  • ...
  • 11
  • >>
  1. How to Give Clients What They Actually Need

    There is considerable disconnect between what clients need and what advisors are offering.
  2. Financial Advisor vs. Financial Planner

    When scanning the financial advisor landscape, recognize that both financial advisor and financial planner are very broad ...
  3. What to Do if Your Practice Is Your Most Valuable Asset

    If you are a financial planning professional, consider taking time to review your own advice.
  4. Advisors: Clients Must Take First RMD by April 1

    Not taking your first RMD from your retirement accounts by April 1 will cost you a 50% penalty.
  5. Tony Robbins on the Fiduciary Rule

    Best-selling author and entrepreneur Tony Robbins on the Dept. of Labor's "Fiduciary Rule"
  6. The World's Top Billionaires Under Age 35

    The fortunes of the wealthiest individuals under age 35 were, in large proportion, amassed by founding technology-related ...
  7. Retirement Plan Strategies for Clients in Their 30s

    Retirement may not be the top priority for 30-somethings, but it should definitely be on the list.
  8. What Will Happen to Your Clients When You Retire?

    Here's why retiring advisors shouldn't overlook having a plan in place for clients.
  9. Top Tips for Making Retirement Savings Last Longer

    If you’re trying to figure out how to make your hard-earned nest egg last, there’s one piece of advice that stands above ...
  10. The Next Generation of AUM: Attracting Younger Clients

    Advisors who are able to reach younger workers can increase their assets under management.
  11. Retirement Savings Strategies for Clients in Their 40s

    Here are five ways 40-somethings can plan ahead for retirement.
  12. Chartered Advisor for Senior Living (CASL)

    CASL is a professional designation for financial advisors who have demonstrated a commitment to helping clients who are older ...
  13. How Tech is Changing Alternative Investments

    Here's what you should know about the digitization of the alternative investment industry.
  14. How to Invest During Trump's Presidency (CNX,AET,EYH,GLT)

    Investors looking to capitalize on the election results have several sectors to choose from.
  15. Protecting Elderly Clients From Financial Scams

    Advisors should know the red flags that may signal when an elderly client is the victim of financial exploitation.
  16. Your Retirement Nest Egg: How to Spend It Wisely

    It can be hard to start spending money once retirement finally comes. Here are some best practices on how to transition from ...
  17. How Mortgage Debt Can Derail Retirement

    One of the greatest joys of retirement is being able to relax, knowing that one of your biggest expenses — your mortgage ...
  18. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  19. A Look at Betterment's 401(k) Platform

    Betterment's online 401(k) platform is gaining steam. Here's how it works.
  20. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  21. Why Older Investors Like Human and Digital Advice

    Older investors are increasingly combining financial guidance from online resources with advisors.
  22. Tips for Transitioning into Retirement

    Here are some of the best ways to make the transition to retirement painless.
  23. An Argument for Not Saving Everything for Retirement

    We know that we need to amass a significant nest egg for a leisurely retirement. But what about enjoying our time now?
  24. How to Save Clients from RMD Aggregation Mistakes

    Advisors can help clients avoid required minimum distribution mistakes in their retirement plans.
  25. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  26. Why Goals-Based Investing Deserves Your Attention

    Advisors need to be willing to make changes in their management styles and other business practices to stay current and relevant ...
  27. 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 ...
  28. 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 ...
  29. 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. ...
  30. 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.
  31. 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 ...
  32. 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 ...
  33. 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 ...
  34. 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 ...
  35. 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.
  36. 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.
  37. 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 ...
  38. 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 ...
  39. 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 ...
  40. 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 ...
  41. ETFs Vs. Index Funds: Quantifying The Differences

    If you are trying to choose between these two index-tracking investments, compare the costs.
  42. 6 Tips to Help Clients Make the Most of Their RMDs

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

    Here's how the five-year rule works with Roth IRAs and what to consider for clients.
  44. 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.
  45. 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 ...
  46. 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.
  47. Social Security Mistakes: How to Avoid Them

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

    Tom Zgainer of America's Best 401k explains why investors should create a financial plan.
  49. 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.
  50. Preparing for Succession: Retirement Advice for Advisors

    Financial Advisor Kathy Hauer gives her advice on how FAs can prepare for retirement.
  • Showing 301-350 of 519 items
  • <<
  • ...
  • 6
  • 7
  • 8
  • ...
  • 11
  • >>
Hot Definitions
  1. Liquidity

    Liquidity is the degree to which an asset or security can be quickly bought or sold in the market without affecting the asset's ...
  2. Federal Funds Rate

    The federal funds rate is the interest rate at which a depository institution lends funds maintained at the Federal Reserve ...
  3. Call Option

    An agreement that gives an investor the right (but not the obligation) to buy a stock, bond, commodity, or other instrument ...
  4. Standard Deviation

    A measure of the dispersion of a set of data from its mean, calculated as the square root of the variance. The more spread ...
  5. Entrepreneur

    An entrepreneur is an individual who founds and runs a small business and assumes all the risk and reward of the venture.
  6. Money Market

    The money market is a segment of the financial market in which financial instruments with high liquidity and very short maturities ...
Trading Center