Your Practice

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  1. Top 10 Lead-Generation Tips for Financial Advisors

    The top 10 strategies advisors can implement to generate leads, as well as the ones they should avoid.
  2. What Advisors, Clients Should Expect from a Low-Return Future

    What should advisors and their clients expect from what many see as a looming new era of low returns?
  3. Why These 10 Growth Stocks May Keep on Growing

    A top fund manager looks at return on assets to pick winners as the economy slows
  4. Advisors: Retiring and Handing off to the Next Generation

    The average age of a financial advisor is 50, which means succession issues are on the horizon.
  5. Buying an Advisory Practice? These Tips Will Help You Get it Right

    Before purchasing a financial advisory practice, ensure due diligence is done and that you understand the business and culture ...
  6. Tips for Advisors Who Retire & Sell Their Practice

    Many financial advisors are leading a practice without ideas about how it will continue after they retire. Here are a few ...
  7. How to Attract and Retain Millennial Advisors for Your Practice

    Practices looking to attract and retain Millennial advisors should consider these tips.
  8. Best Income Investing Strategies for Retirees

    The past few years have been tough for retirees seeking income from their investments. Here are some of the best strategies ...
  9. Real Estate Rentals for Retirement Income and Building Wealth

    Renting real estate can produce passive income and tax breaks for retirees.
  10. Traders Profit on Collapse of Retail Stocks

    Day traders are among investors scooping up beaten-down shares of Macy's, Kohl's, Target and Nordstrom
  11. Retirement Planning Strategies for Clients in Their 50s

    Here are three ways financial advisors can help 50-somethings plan for retirement.
  12. Retirement Planning Strategies for Clients in Their 60s

    Here are four things clients in their 60s need to consider when it comes to retirement planning.
  13. 6 Growth Stocks That Will Outlast a Bear Market

    Fishing for Growth: These digital revolution stocks were bought at 20% below their intrinsic value.
  14. Top 5 Software Programs Used by Financial Advisors

    Obtain information about the top five financial planning software programs that are most commonly used by professional financial ...
  15. Advisors Share Their Favorite Tech Tools

    Three financial advisors share their favorite software and platforms for managing clients' portfolios and other financial ...
  16. 'Perfect' Stock Market Says Sell Now Before Storm

    Now may be the ideal time to sell stocks before major shocks rattle investors
  17. Choosing the Right Software for a New Wealth Management Firm

    Selecting the right software for a wealth management firm involves several key considerations.
  18. 5 Value Stocks That Can Thrive in a Bear Market

    Value stocks, maligned and disrespected during the bull market, are poised to outperform
  19. What Advisors Need to Know About Ransomware

    Ransomware is malicious technology that’s becoming increasingly commonplace in corporate computer network. Here's how to ...
  20. The DOL Fiduciary Rule and Its Impact on Mutual Funds

    The cost of mutual funds will come under scrutiny as part of the move towards transparency with the DOL's new fiduciary rules.
  21. Will the Fiduciary Rule Scare Away Young Clients?

    Some advisors are worried that the DOL rule could hinder relationships with would-be clients.
  22. Advisors: How to Explain the Fiduciary Rule to Your Clients

    Here's how advisors can deliver the underlying message of the new fiduciary rule to clients.
  23. The Best CRM Services for Financial Advisors

    CRM solutions are an invaluable tool for advisors as competition from robo-advisors heats up. Here are some of the best. ...
  24. 6 Social Media 'Musts' for Financial Advisors

    Here are six things advisors should always do online to keep clients happy and gain sales leads.
  25. Why Content Is Still King for Advisors' Websites

    With more Americans going online to get financial information, advisors should make the most of publishing platforms.
  26. Announcing the Top 100 Most Influential Financial Advisors

    Investopedia ranks the top 100 financial advisors based on digital, social and media leadership.
  27. How Advisor Compensation Models Are Evolving

    Is there still a place in this world for commission-based advice in wealth management?
  28. 12 Web Design Words Financial Advisors Should Know

    Advisors should take the time to know what these 12 most used website design terms mean.
  29. Why Adobe's Investors Are Dancing on Cloud 9

    Adobe's multiple is likely to expand as revenue rises during the next two years
  30. Advisors: 13 Common Website Mistakes You Might Make

    There are 13 common mistakes advisors make on their websites that can easily be avoided.
  31. Advisors Prefer ETFs, Cash: 2017 FPA Survey

    ETFs remain the top investment choice among advisors, a recent survey has found.
  32. Advisors: Niche Clients Need You the Most

    Despite efforts by advisors to provide niche services, there are still markets that remain untapped.
  33. The Advisor Value Add: Holistic Financial Planning

    A holistic value-added approach provides a compelling competitive advantage for advisors.
  34. Financial Advice Using the "As-a-Service" Model

    Does a technology-based business model make sense in the financial advice arena?
  35. Finke: Consumers Want Goal-driven Investing

    Dr. Michael Finke shares his take on how financial professionals can better serve their clients with custom solutions.
  36. Compliance and Archiving Solutions for Financial Advisors

    Archiving tools for social media, email and texting can help advisors comply with regulations.
  37. 4 Steps to Upgrade Your Practice & Meet Client Demands

    Here are four ways advisors can improve their practice and address the demands of their clients.
  38. What Advisors Need to Know About Expungement

    FINRA has a procedure by which advisors can expunge unwarranted complaints from their records.
  39. 4 Steps Advisors Should Take After a Cyber Attack

    Taking the right steps following a cyber attack can mitigate the impact on clients.
  40. So, You Want to Earn Your CFA?

    Here are some pros and cons to consider before you take the CFA charter plunge.
  41. 6 Ways Advisors Should Utilize a Facebook Business Page

    These six simple steps will help you make the most of your Facebook business page.
  42. Fiduciary Rule Uncertainty: How Advisors Are Adapting

    The future of the fiduciary rule is still up for debate. Here's how advisors can cope.
  43. The Great Millennial Wealth Shift

    Dr. Mohamed El-Erian shares his advice for the financial industry and younger generations poised to inherit trillions from ...
  44. Advisor Firms: How to Attract Younger Talent

    Not enough young adults are joining the financial advisor profession. Here are some recruiting tips.
  45. Choosing the Best Platform for Your Advisor Website

    Advisors should ask these five questions before choosing a website platform.
  46. How Vanguard is Trying to Reach Millennials

    Managing Director of Vanguard's Financial Advisor Services, Thomas Rampulla, discusses the negative effects of the 2008 financial ...
  47. 5 Ways Financial Advisors Can Improve Website Content

    Having well written content on your web site is crucial. Here are five tips to get you started.
  48. Behavioral Finance Tips for Advising Your Clients

    Here's how advisors can prevent clients from making irrational investment decisions.
  49. Diederik Timmer on Sustainalytics' Growth

    Diederik Timmer discusses the research company's role in providing environmental and social governance.
  50. Brandon Thomas on Merging Tech & Financial Advice

    Brandon Thomas, Co-Founder and CIO, Envestnet | PMC, discusses merging new technology with financial advice.
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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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