Your Practice

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  1. Series 6

    The Series 6 is a securities license entitling the holder to register as a company's representative and sell mutual funds, ...
  2. How Alibaba's Soaring Wealth Created 10 Billionaires

    Founder Jack Ma, worth $47.4 billion, wealthier than many U.S. tech billionaires
  3. Don’t Let Student Loans Keep Clients from Buying a Home

    Millennial clients who are paying off student loans shouldn't be discouraged from buying a home.
  4. Charles Schwab IMPACT 2017 Conference Reflections

    The Schwab IMPACT 2017 conference held this past week in Chicago was the event of the year for investment advisors, financial ...
  5. Get Ready For The Coming Bear Market and Recession

    A bullish strategist now says that stocks are in the "9th inning"
  6. Investments Combating Climate Change Are on the Rise

    Advisors can help clients find investments that match their goals for environmental sustainability.
  7. Marketing 101 for Advisors: Social Media and SEO

    Advisors looking to grow their practice should consider these social media and SEO strategies.
  8. How Betterment for Advisors Competes for RIA Business

    Betterment has been adding more platform features and is giving more account control to users.
  9. Advisor Insights: Frequently Asked Questions for Members

    These are answers to some of the most common questions asked by members of Advisor Insights.
  10. GE's Shrinking Cash Flow Signals Stock's Tragic Decline

    GE founder Edison would be shocked by the company's fall
  11. Why Amazon's Stock Is Poised To Reach New Records

    Amazon is up 50% this year and is likely to jump higher, one technical analyst says
  12. Disney Investors Suddenly Envision A Streaming Empire

    Disney's deal talks with Fox have changed many investors' image of the Magic Kingdom
  13. Wells Fargo Launches Hybrid Robo, Courting Millennials

    Wells Fargo's new hybrid robo advisor enters the digital advice space facing a number of challenges.
  14. Inverse Volatility ETFs Outperforming Volatility ETFs Despite Outflows

    Year-to-date, it’s the inverse ETFs that are riding higher among volatility funds.
  15. Advisors: How to Offer the Right Pricing Model

    Some pricing models may not work for all clients, especially those looking for more clarity on fees.
  16. Marketing 101 for Advisors: Defining You and Your Audience

    Advisors looking to up their marketing game need to craft their message and define their audience.
  17. Advisor Insights: Frequently Asked Questions

    Here are answers to frequently asked questions about Investopedia's Advisor Insights platform.
  18. What Clients Don't Know About Their Estates Could Cost Them

    Your client's estate is too small to trigger federal estate taxes - but they’re not off the hook.
  19. Advisors: Should Your Website Have Videos?

    Leon LaBrecque has a knack for appearing on camera. He estimates that that he has made more than 120 online videos about ...
  20. Reaching the Summit of Financial Independence

    Much like summiting a mountain, achieving financial independence takes planning and diligence.
  21. Best Credit Cards For International Students

    International students studying in the U.S. can establish credit history and get a locally issued credit card.
  22. 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 ...
  23. How One Financial Advisor Tripled AUM in a Decade

    One advisor turned more efficient methods for tracking his time, into more AUM for his firm.
  24. Explaining Rising Interest Rates and Real Estate to Clients

    Rising interest rates impact every aspect of buying a home, but your clients shouldn't fear them.
  25. 1987 Stock Crash, Can It Happen in 2017?

    The end of low interest rates and easy money could lead to a major market decline
  26. The Future of the Fiduciary Rule

    Ed Gjertsen II, CFP® discusses the future of the Fiduciary Rule.
  27. Advisors: Cybersecurity Tips After the Equifax and Yahoo Breaches

    Many advisory firms have found they need cybersecurity help from an outside vendor.
  28. 7 Essential Tech Tools for Financial Advisors

    Investing in the right tech tools for your practice can boost productivity and client service.
  29. The Great Recession's Impact on the Housing Market

    Home buyers should heed the warnings of why the Great Recession occurred in the first place.
  30. How to Publish on Investopedia's Advisor Insights

    A complete guide to publishing articles and answers on Investopedia's Advisor Insights platform.
  31. Schwab's Director of Business Consulting Shares Marketing Secrets With RIAs

    Charles Schwab's director of business consulting services Kimberly Sanders lays out how RAs can standout in a crowded marketplace. ...
  32. The Evolution of Financial Planning

    Dr. Dave Yeske, CFP® on the evolution of financial planning.
  33. Tax Planning in Uncertain Times

    Mark Prendergast CPA, CFP®, CDFA™ on how to effectively plan during uncertain political times.
  34. How Should College Grads Invest for Retirement?

    Amy Hubble, CFA, CFP® discusses how college graduates can best begin to save for their retirement.
  35. Should You Sell Your General Electric Stock?

    General Electric shares fell to a two-year low this week, dropping to the bottom of the DJIA performance list.
  36. Long-Term Traders Are Bullish on Commodities

    Bullish chart patterns on key commodity-related ETFs suggest that the remainder of 2017 could be the best time to buy.
  37. FINRA Gets SEC Approval to Streamline Advisor Qualification Exams

    A newly approved FINRA rule could result in more hiring within the financial advice industry.
  38. How Wal-Mart Is Beating Amazon At Its Own Game

    Wal-Mart is growing its e-commerce business faster than Amazon
  39. Financial Advisors: Avoid These Marketing Mistakes

    Effective marketing can be the difference between your business succeeding or failing.
  40. The Top Performing ETFs of the Year So Far

    Call it the “Teflon” market. Nine months in, stocks have yet to see a pullback of any significance.
  41. 7 Lessons for Investors From A Decade Of ETF Trading

    Mark Eshman of ClearRock Capital shares his seven lessons learned from decades of trading ETFs.
  42. SEC Now Working on Fiduciary Rule With DOL

    The SEC has begun to work with the DOL on a fiduciary rule proposal for advisors and broker-dealers.
  43. Unpacking the Active vs. Passive Debate

    Dan Moisand, CFP® explains how to discuss active vs. passive management with clients.
  44. How Financial Planning Began

    Baylor University professor Tom Potts on the history of financial planning.
  45. Tackling Small Business Financial Planning

    Mark Johannessen, CFP® on the challenges of financial planning for small businesses.
  46. Financial Planning for the Full Cost of College

    Joe Pitzl, CFP®, on preparing for the financial hurdle of a college education.
  47. Becoming A Registered Investment Advisor

    To become a registered investment advisor requires specific licensing, qualifications and regulations, but the greater freedom ...
  48. Why You Should Care About the Fiduciary Standard

    There are major differences between advisors who operate as fiduciaries and those who don't.
  49. Getting Divorced? Here's the Financial Info You Need

    Certified Divorce Financial Analyst Rose Swanger discusses the necessary steps for making divorce a little less (financially) ...
  50. The True Value of Estate of Planning

    Richard Salmen, CFP® on who needs an estate plan, and why they provide such a valuable tool for individuals and families.
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Hot Definitions
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