Your Practice

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  1. Retained Earnings

    Retained earnings are the cumulative net earnings or profit of a firm after accounting for dividends and are sometimes referred ...
  2. Who Will be the Amazon for Financial Services?

    Technology is rapidly changing the way advisors meet clients, and that transformation opens up several key opportunities ...
  3. How AI is Shaping the Advisory Landscape

    While many have been slow to adapt AI or wary of its benefits, financial advisors who do not adapt the technology to their ...
  4. Is AI the Key to Scaling Your Practice?

    Financial advisors will need to harness AI to boost their businesses in the future, but the human touch will remain a key ...
  5. Helping Clients When Health Care Costs (and Anxiety) Are High

    With higher premiums, copays and out-of-pocket costs, health care expenses are a concern for everyone. What can you do to ...
  6. A2A: Ed Swenson & Sean Mullen

    Dynasty Financial COO Ed Swenson and AdvicePeriod's Sean Mullen discuss the most common questions their clients have, plus ...
  7. ARK Dramatically Trims ETFs' Bitcoin Exposure

    Just over a month ago, the ARK Innovation ETF (ARKK) took home’s “ETF Of The Year” award. Bitcoin was crucial to ...
  8. Envestnet's Jim Patrick on the future of Impact

    Envestnet Executive VP and Head of Advisor Services Jim Patrick discusses the future of Impact investing.
  9. Bill Crager on what's fueling Envestnet's growth

    Bill Crager, President and Co-Founder of Envestnet, discusses what's behind the advisor services company's recent success.
  10. Envestnet CEO on growth, industry consolidation & tech

    Envestnet Chairman, Founder and Chief Executive Officer Judson Bergman on what's driving Envestnet's growth.
  11. A2A: William Schiffman & Jason Ray

    FAs William Schiffman and Jason Ray discuss the #1 question they get from clients, what they think about crypto, and the ...
  12. Opaque Pricing

    Opaque pricing is a way that companies can sell their merchandise at hidden (lower) prices.
  13. Technical Decline

    Technical decline is a fall in the price of a security caused by factors other than a change in the fundamental value of ...
  14. The World's Cheapest ESG, ETF Portfolio

    Is it possible to build a broadly diversified portfolio using only socially responsible ETFs? Yes. And doing so won't cost ...
  15. DOL Clarifies New, More Lenient Conduct Standards

    The Department of Labor's latest fiduciary guidance allows financial advisors to operate under existing conduct standards.
  16. Reaching Millennials: Your Future Success Depends on It

    In the next decade, millennials will enter their prime earning years and are expected to grow their wealth significantly.
  17. Having a Positive Impact Through Public Equities

    Clients value knowing that their investments are making a difference and value the advisor that has gone the extra mile to ...
  18. Core Retail Sales

    Core retail sales refers to aggregate retail sales in the U.S. excluding automobile and gasoline sales, which are excluded ...
  19. Aggregate Capacity Management

    Aggregate capacity management is the process of planning and managing the overall capacity of an organization's resources.
  20. Lack of Diversity in CFP® Profession: Blacks, Latinos Weigh In

    Financial planners know the industry has too few minorities among its members; when it comes to the reason why, the profession ...
  21. New Trump DOL Guidance Affects Fiduciaries, Activist Investors

    New Department of Labor guidance affects fiduciaries' ability to consider ESG investments in ERISA plans.
  22. Designations No Retirement Planner Should Be Without

    Advance your career and gain clientele by adding a few choice certifications.
  23. Macroprudential Analysis

    Macroprudential analysis is a method of economic analysis that evaluates the health, soundness and vulnerabilities of a financial ...
  24. Recognition Lag

    Recognition lag is the time lag between when an actual economic shock occurs and when it is recognized by economists, central ...
  25. Intermarket Analysis

    Intermarket analysis looks at related asset classes or financial markets to determine their strength or weakness.
  26. 5 Best Bets For Buying Gold

    Gold is a desirable alternative for those looking to diversify their risk. Jewelry, bullion, gold-mining companies' stocks, ...
  27. When Volatility Means Opportunity

    A volatile market can yield positive benefits for investors.
  28. Transition Planning: Include the Whole Family

    Death is one of the most uncomfortable - and necessary discussions that a family can have. As an advisor, it can be up to ...
  29. FTSE RAFI US 1000 Index

    The FTSE RAFI US 1000 Index is an index of stocks based on the largest 1,000 fundamentally ranked companies.
  30. Adjustment

    Adjustment is the use of mechanisms by a central bank to influence a home currency's exchange rate.
  31. Bidder

    The bidder is the party offering to buy an asset from a seller at a specific price.
  32. Normal Market Size

    Normal market size is a share classification structure based on the number of shares outstanding.
  33. Fractal Markets Hypothesis (FMH)

    Fractal Markets Hypothesis is an alternative investment theory to Efficient Market Hypothesis (EMH). It analyzes the daily ...
  34. Horizontal Market

    A horizontal market is diversified so that the products created are able to meet the needs of more than one industry.
  35. Sine Wave

    A sine wave is a geometric waveform that oscillates (moves up, down or side-to-side) periodically, and is defined by the ...
  36. Thomson First Call

    Thomson First Call has provided access to commingled financial research since 1984. Today, Thomson First Call distributes ...
  37. Implementation Shortfall

    An implementation shortfall is the difference between the price when a buy or sell decision is made and the final execution ...
  38. Noise

    In a broad analytical context, noise refers to information or activity that confuses or misrepresents genuine underlying ...
  39. Russell 3000 Value Index

    Russell 3000 Value Index is a market-capitalization weighted equity index maintained by the Russell Investment Group and ...
  40. Breaking Into Finance? This Executive VP Has Some Advice

    We asked Schwab's Executive VP of Investor Services what advice she'd give to graduates hoping to break into her field, and ...
  41. GDP Gap

    GDP gap is the forfeited output of a country's economy resulting from the failure to create sufficient jobs for all those ...
  42. Sustainalytics is Investing for the Long Term

    Sustainalytics, a provider of corporate ESG research, ratings and analysis, has acquired Solaron, which expands the firm’s ...
  43. Shades of Green Fixed Income

    While the green bond market continues to grow, it still lacks transparency and a formal compliance process.
  44. Growing Pains For Marijuana ETFs

    Since the start of the year, no new marijuana ETFs have launched, nor have new ones been filed, and it's unclear when—or ...
  45. Data Availability Drives ESG Investing Surge

    Asset managers are capitalizing on a new swell of quantifiable information, with investors following suit.
  46. An Introduction to the Profession of Fiduciary Advisor

    Offering personalized solutions in a world of cookie-cutter advice may be your ticket to career success. Learn why becoming ...
  47. Want A Career In Asset Management? Read This First.

    When it comes to landing that job at an asset manager, not all university degrees are created equal. Here's a look at the ...
  48. Top Tips for Annual Client Financial Reviews

    One of the greatest value drivers advisors can provide to clients is an annual review of their financial situation. Here ...
  49. Taping Rule

    The taping rule requires special monitoring of FINRA registered persons with a troubled history and firms that hire such ...
  50. Top Referral Tips for Financial Advisors

    A referral from a friend, colleague, or industry expert can go a long way in getting more prospective clients to give you ...
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Hot Definitions
  1. Compound Annual Growth Rate - CAGR

    The Compound Annual Growth Rate (CAGR) is the mean annual growth rate of an investment over a specified period of time longer ...
  2. Net Present Value - NPV

    Net Present Value (NPV) is the difference between the present value of cash inflows and the present value of cash outflows ...
  3. Price-Earnings Ratio - P/E Ratio

    The Price-to-Earnings Ratio or P/E ratio is a ratio for valuing a company that measures its current share price relative ...
  4. Internal Rate of Return - IRR

    Internal Rate of Return (IRR) is a metric used in capital budgeting to estimate the profitability of potential investments.
  5. Limit Order

    An order placed with a brokerage to buy or sell a set number of shares at a specified price or better.
  6. Current Ratio

    The current ratio is a liquidity ratio that measures a company's ability to pay short-term and long-term obligations.
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