Your Clients

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  1. A Look at How the Ultra-Wealthy Invest

    Ultra-wealthy investors are cautious this year as they approach the markets. Many target mutual funds and stocks, but most ...
  2. Cold Calling Vs. Networking

    Why networking is taking over from cold calling as the best way for financial advisors to grow their client base – and where ...
  3. A Guide to Financial Education for Doctors

    Doctors need to choose the educational option which best fits his or her time, schedule and learning preference. Here's a ...
  4. Study: Investors Lack Alternative Investing Knowledge

    A recent survey shows that investors lack knowledge of alternative investments. Here is what advisors can do to combat this. ...
  5. Tips for Family Wealth Transfers

    Essential tips for tackling family wealth transfers.
  6. Tips for Transitioning Your Client from Earning to Drawdown

    The first step into retirement is a big one. Here are tips on how to help your clients transition from earning to drawdown.
  7. What to Do When your Client Hasn't Saved Enough

    Most people aren't saving enough for retirement. Here are some tips savers and financial advisors can use to change that.
  8. Why Investors Need to Rebalance Their Portfolios

    The best way to explain why one should rebalance their portfolio is to show what could go wrong if one doesn't.
  9. Explaining Portfolio Rebalancing To Clients

    Letting an allocation to stocks get too large can expose you to more downside risk than you had bargained for. Here are tips ...
  10. What To Do When Your Client Behaves Badly

    As a financial advisor managing your client's assets is only part of the job; sometimes you have to manage your client, as ...
  11. How To Manage A Cash Windfall

    Many of us fantasize about winning a big lottery jackpot. Let’s say that actually happened? What would you do with the money? ...
  12. Accredited Financial Counselor: An Introduction

    This designation is highly relevant as it allows you to help the middle- and lower-income population in America.
  13. Introduction To Financial Planning Organizations

    Organizations such as the FPA and NAPFA are striving to provide higher standards for the financial planning profession and ...
  14. Understanding S Corporations

    This corporate structure is favored by many entrepreneurs, including financial advisors. Here's an overview of its advantages ...
  15. Manage Your Clients' Expectations

    You can't control how they react to the market, but you can help them understand the reality of the situation.
  16. What You Need To Know About The Fiduciary Standard

    The financial industry has spent a boatload of money to prevent more stringent fiduciary requirements. Here’s what’s at stake.
  17. Should You Offer Alternative Investments?

    Find out what problems arise for financial representatives when they start to diversify their client offerings.
  18. Risk Tolerance Only Tells Half The Story

    Just because you're willing to accept a risk, doesn't mean you always should.
  19. 5 Popular Portfolio Types

    Learning how to build these portfolios will increase your investing confidence and give you financial control.
  20. Ethical Wills Share Final Thoughts With Heirs

    This document allows a testator, the person making the will, to leave a personal legacy.
  21. Deal Effectively With Difficult Clients

    Learn how to tame the most shrewish clients with these simple methods.
  22. Why You Shouldn't Manage Your Friends' Money

    Your pals may like your returns, but it isn't wise for you to manage their money.
  23. Helping Aging Parents Manage Their Money

    Old age can make dealing with finances difficult. Find out how you can help aging parents manage their finances and estates. ...
  24. Don't Be A Victim Of These Investment Scams

    Some of the most sophisticated investors on Wall Street have been taken in and if it can happen to them, it could happen ...
  25. Are My Investments Insured Against Loss?

    Money invested in a brokerage account has some protection, but that doesn't mean you can't lose it.
  26. According to the U.S., prohibited conduct of an investment advisor is defined as:

    I. Fraudulent investment advice.II. Distribution of unregulated advertising materials.III. Misleading filings.IV. Making ...
  27. A Deeper Look At Alpha

    The Jensen index helps investors compare realized returns to what should've been achieved.
  28. Should You Put Your Faith In A Trust?

    Many institutions want a piece of your portfolio, but trusts can provide a one-stop shop.
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Hot Definitions
  1. Asset Allocation

    An investment strategy that aims to balance risk and reward by apportioning a portfolio's assets according to an individual's ...
  2. IRR Rule

    A measure for evaluating whether to proceed with a project or investment. The IRR rule states that if the internal rate of ...
  3. Short Covering

    Short covering is buying back borrowed securities in order to close an open short position.
  4. Covariance

    A measure of the degree to which returns on two risky assets move in tandem. A positive covariance means that asset returns ...
  5. Liquid Asset

    An asset that can be converted into cash quickly and with minimal impact to the price received. Liquid assets are generally ...
  6. Nostro Account

    A bank account held in a foreign country by a domestic bank, denominated in the currency of that country. Nostro accounts ...
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