Your Practice

  1. How to Publish on Investopedia's Advisor Insights

    A complete guide to publishing articles and answers on Investopedia's Advisor Insights platform.
  2. 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. ...
  3. The Evolution of Financial Planning

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

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

    Amy Hubble, CFA, CFP® discusses how college graduates can best begin to save for their retirement.
  6. 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.
  7. 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.
  8. FINRA Gets SEC Approval to Streamline Advisor Qualification Exams

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

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

    Effective marketing can be the difference between your business succeeding or failing.
  11. 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.
  12. 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.
  13. 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.
  14. Unpacking the Active vs. Passive Debate

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

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

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

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

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

    There are major differences between advisors who operate as fiduciaries and those who don't.
  20. 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) ...
  21. 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.
  22. How the FPA Fosters Knowledge Sharing

    The 2017 President of the Financial Planning Association, Shannon J. Pike, CFP®, talks OneFPA and sharing knowledge across ...
  23. Don't Discredit Financial Planning for Millennials

    Founder & President at Your Greatest Contribution (YGC) and CNBC Financial Advisor Rianka Dorsainvil, CFP® on advising ...
  24. Tesla Stock Nears Critical Support After Production Miss

    Tesla stock sold off overnight after it failed to meet aggressive Model 3 goals and could now test support between $325 and ...
  25. Preparing Millennials for Home Ownership (or Not)

    Advisors need to consider why Gen Y approaches home ownership differently than other generations.
  26. Advisors and the Behavioral Finance Dilemma

    Sometimes advisors can fall prey to the same behavioral finance biases as their clients.
  27. What Should an Aspiring Financial Advisor Major In?

    What should an aspiring financial advisor study in college? There are advantages and disadvantages with each major and advisors ...
  28. MBA vs. Master's in Finance

    While an MBA offers more flexibility in terms of curriculum and ability to take classes part-time, a Master of Finance is ...
  29. 5 Strategies to Help Clients Minimize Taxes

    Financial Planning consulted with several advisors about the tax-minimizing tactics they employ.
  30. Why These Are the Most Valuable Brands of 2017

    A company's brand can be worth billions of dollars. Here are the most valuable global brands in 2017.
  31. Can a Financial Advisor Make you Happier?

    Elliot Weissbluth, CEO and Founder of HighTower Advisors, shares why financial advisors have a pretty big impact on your ...
  32. How S&P 500, Dow Stocks May Get Killed by Low Inflation

    Investors beware. Today's low inflation may no longer help stocks outperform
  33. 5 Reasons These Chip Stocks Will Surge

    Five key forces may keep chip equipment stocks rising even as growth decelerates
  34. Why Robo-Advisors Aren't Always the Right Choice

    Robo-advisors may be cheap and convenient, but they are not the best option for all investors.
  35. What does a 'Chief Economist' do?

    Vanguard's Chief Economist Joe Davis discusses his role helping portfolio managers and clients.
  36. 4 Ways to Attract Tech-Savvy Millennial Investors

    In order to attract and keep Millennial investors, advisors must be tech savvy themselves.
  37. 8 Ways Advisors Can Be Successful On LinkedIn

    This webinar will focus on the importance of having a presence on LinkedIn and how to maximize this social media platform ...
  38. 11 Common Mistakes Pre-Retirees and Retirees Make

    Advisors can play a crucial role helping those planning for retirement avoid these common mistakes.
  39. When Advisors Should Do More Than Manage Portfolios

    Dr. Michael Finke explains how advisors can better serve aging clients.
  40. DOL Fiduciary Rule Explained as of August 31, 2017

    The Department of Labor (DOL) Fiduciary Rule expands the “investment advice fiduciary” definition under the Employee Retirement ...
  41. Are You Marketing Your Advisory Business Efficiently Online?

    Too often, advisors do not use their time efficiently when building and managing an online presence.
  42. Advisors: Save Time With Streamlined Marketing

    The main reason advisors struggle to grow their business is a lack of time.
  43. Advisors: When Should You Issue a Press Release?

    Before issuing a press release ask these four questions to make sure it's worthwhile.
  44. How to Find Wealthier Financial Advisory Clients

    Financial advisors should be looking to add more clients with higher net worth to their practice. Here's what it takes.
  45. Build A Wall Around Your Assets

    Learn how to protect your money from lawsuits, creditors and other judgment proceedings.
  46. Regulatory Considerations for Your Aging Clients

    Elderly clients may present some unique challenges for financial advisors.
  47. The Alphabet Soup of Financial Certifications

    We decode the meaning of the many letters that can follow the names of financial professionals.
  48. Why Amazon Is Losing to JD.com and Wal-Mart

    Victory Salute: JD.com's stock growth is nearly triple Amazon.com's
  49. Targeting the Ideal Client for Your Practice

    Expand your definition of a lucrative client and uncover a new demographic for building your book of business.
  50. Use a Variety of Financial Services to Usher in New Clients

    Discover ways in which advisors are increasingly choosing to promote their businesses.
Hot Definitions
  1. Nostro Account

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

    Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve ...
  3. Drawdown

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

    A transaction that can cancel out a forward contract that has the same value date.
  5. Redemption

    The return of an investor's principal in a fixed income security, such as a preferred stock or bond; or the sale of units ...
  6. Solvency

    The ability of a company to meet its long-term financial obligations. Solvency is essential to staying in business, but a ...
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