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  1. Some Advisors Shifting Fee Structures to Retainers

    Financial advisors may want to become familiar with new payment models sooner rather than later in order to proactively meet ...
  2. Digital Content Marketing for Financial Advisors

    Advisors need to be careful with the content they use and share online to stay within regulations, but dry, compliant language ...
  3. Social Security Disability and Retirement Benefits: How to Manage Them

    Advisors with clients who receive disability benefits can carve out a profitable niche by helping them integrate this income ...
  4. Help Clients Manage Healthcare Expenses As Costs Rise

    As healthcare costs continue to skyrocket, here's how financial advisors should be helping clients to manage the costs.
  5. How Advisors Can Defend from Fiduciary Litigation

    The new fiduciary rules mean that many advisors need to overhaul their business models to stay in compliance and guard against ...
  6. Reverse Mortgages: Has Their Time Arrived?

    The perception of reverse mortgages is changing. They can be an integral part of a carefully crafted retirement plan.
  7. 6 Tips to Help Clients Make the Most of Their RMDs

    Here are some tips for advising clients faced with taking required minimum distributions.
  8. Financial Services Has an Accountability Problem

    There's a problem plaguing the financial services industry: a lack of trust.
  9. Why Investors Prefer Independent Financial Planners: 'Trust'

    Independent financial planners are the most trusted by investors among all advisors types. Here's why.
  10. The Pros & Cons of Partnering with a Broker/Dealer

    Financial advisors must determine a business model that meets their needs and meets the expectations of their clients.
  11. Help Clients Navigate Roth IRA Distribution Rules

    Here's how the five-year rule works with Roth IRAs and what to consider for clients.
  12. FINRA Rule 2273: Your Recruiting Questions Answered

    An in-depth look at and Q&A on FINRA's new recruiting practices rule, which goes into effect in November.
  13. Attracting New Clients With Your Website Content

    It isn’t enough to have great content sitting on your website. There needs to be a solid marketing strategy behind it to ...
  14. How to Help Clients Avoid Costly Medicare Mistakes

    Helping clients manage their Medicare choice means they can avoid costly mistakes and make their retirement nest egg go a ...
  15. Fiduciary Rule: A Compliance Checklist for Advisors

    Advisors should start working with retirement plan sponsors sooner rather than later to help them become compliant with the ...
  16. LPL: Factors That Could Impact Firm's Sale (LPLA)

    LPL, the largest independent broker-dealer in the country, is reportedly exploring several possible alternatives for its ...
  17. 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.
  18. How to Turn Your Financial Advisor Website Into a Remarkable Brand

    Here's what you can do to turn your website into a high profile one and generate a larger volume of traffic.
  19. 3 Financial Advisor Website Design Essentials

    Here are three ways to tell if an advisor's website is as impactful and useful as it should be.
  20. How Advisors Can Avoid Tech Addiction

    Here's how tech addiction relates to financial advisors and how they can avoid the problem of losing productivity to it in ...
  21. How Advisors Can Use Google Analytics to Improve Their Websites

    Google Analytics is a free tool that advisors can use to monitoring website traffic and improving digital marketing efforts. ...
  22. Advisors: Here's How Millionaires Use Social Media

    How dependent wealthy investors are on advisors can indicate how they use social media. So here's insight into how millionaires ...
  23. 7 Critical Website Principles You Should Follow

    Since website design is just as important as functionality, here are seven basic principles you should know to keep your ...
  24. Lutherans File Fiduciary Rule Lawsuit Against DoL

    Thrivent Financial for Lutherans has become the latest to file a lawsuit against the DOL as a result of the new fiduciary ...
  25. How to Help Women Who Are Single in Retirement

    The majority of women over the age of 65 are single. Here are five ways advisors can help these clients prepare for and manage ...
  26. 10 Topics to Discuss at an Initial Client Meeting

    These are 10 topics that should be discussed during the first meeting with a client.
  27. How the Fiduciary Rule Could Hurt Smaller Clients

    Advisors may be forced to jettison their low- and middle-income clients in order to remain profitable in the wake of the ...
  28. 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 ...
  29. Target Date Funds and the Fiduciary Rule: What Advisors Should Know

    Are you a fan of selling target date funds to clients? You may be interested in how the market for them will change with ...
  30. 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.
  31. Fiduciary Compliance Through Advisor Technology

    The new fiduciary rules have many advisors looking for new technologies to stay compliant and help mitigate losses.
  32. Why Create a Financial Plan?

    Tom Zgainer of America's Best 401k explains why investors should create a financial plan.
  33. 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.
  34. Why Do Businesses Benefit From Life Insurance on Employees?

    Companies can buy life insurance on their employees and collect the benefit proceeds. Find out why companies want to benefit ...
  35. 5 Ways Advisors Can Increase Sales on Life Insurance

    Finding creative ways to increase life insurance sales involves employing some new prospecting methods, as well as others ...
  36. Fiduciary Rule: Preparing Advisors for Compliance

    Financial advisory firms should take a proactive approach to getting personnel ready to comply with the new fiduciary rules.
  37. 5 Marketing Strategies for Financial Advisors

    Here are five different strategies advisors can implement to market themselves and their practice.
  38. Top 5 Places to Find and Meet Potential Wealthy Clients

    Personal connections with affluent people can grow a business quickly. It costs money to join the right organizations, but ...
  39. Are Flat Fees Best Under New Fiduciary Rule?

    A new white paper suggests that a flat fee model might be best for advisors under the new fiduciary rule.
  40. Best Places to Find Christian Financial Advisors

    Some Christians prefer to hire financial advisors who share their beliefs. Here are some of the best places to look when ...
  41. Financial Advisors Should Cater to Small Business Needs

    One of the most precious commodities for small business owners is time, which presents opportunities for financial advisors ...
  42. Why Financial Planning Seminars Are Great for Referrals

    Financial advisors can hold seminars to attract new clients. Learn about the types of seminars and how to make them more ...
  43. How to Acquire Affluent Clients

    Financial advisors need to establish trust to gain affluent clients. These strategies can help you build your client base ...
  44. 10 of the Most Famous Financial Advisors (BRK-A)

    The most famous financial advisors are a mix of legendary investors, best-selling financial authors, celebrity talk show ...
  45. 5 Traits That Successful Financial Advisors Have

    Successful financial advisors have specific traits. Whether you aspire to be one or need to hire one, learn five of the top ...
  46. How Financial Advisors Can Meet Clients' Private Banking Needs (UBS, HSBC)

    Wealthy individuals need both wealth management and private banking services. Here's how financial advisors can meet their ...
  47. Why Financial Advisors Sell Life Insurance

    Life insurance has a part in almost any serious financial plan, and a financial advisor can both advise and sell policies ...
  48. An Example of an Advisor's Successful Marketing Plan

    With more investors using social media, financial advisors are moving their marketing online. Here is an example of a digital ...
  49. How Inheritance and Estate Tax Waivers Work

    Although the specific rules vary by state, an estate or inheritance waiver relinquishes an heir from the right to receive ...
  50. 7 Top Ways to Enhance Your LinkedIn Profile

    Your LinkedIn profile as an advisor shouldn't remain static. Here are seven ways to enhance your account so that potential ...
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