Financial Advisors

  1. Tony Robbins: Unshakeable

    Tony Robbins discusses the danger of letting fear guide your investment decisions.
  2. Top 5 ETFs for Impact Investing for 2017 (DSI, KLD)

    The top five ETFS based on their commitment to impact investing.
  3. Quiz: How Well Do You Know ETFs?

    Test your knowledge of ETF investing with this quiz.
  4. Top 3 ETFs for Investing in Water (PHO, CGW)

    It may be time to look at a scarce commodity that isn’t getting the investor attention it deserves.
  5. Robot ETFs Are Coming of Age (BOTZ, ROBO)

    Robotics are the future of many workplaces. They could be the future of ETF investing, too
  6. Tony Robbins on Ray Dalio's All-Weather Portfolio

    Author, Philanthropist and Strategist Tony Robbins on Ray Dalio.
  1. The Best Mutual Funds with 'Clean Shares'

    As more fund companies roll out mutual funds with clean shares, investors will not only enjoy greater transparency; they’ll ...
  2. Top 5 Mutual Funds for Impact Investing

    These five funds are committed to ESG screening and produce positive returns.
  3. Annuities: The Good, Bad and the Ugly

    Annuities suffer from a few perception problems. This primer that covers the good, the bad and the ugly of annuities.
  4. Tony Robbins on Ray Dalio's All-Weather Portfolio

    Author, Philanthropist and Strategist Tony Robbins on Ray Dalio.
  5. Two And Twenty

    A type of compensation structure that hedge fund managers typically employ in which part of compensation is performance based. ...
  6. Best Investment Accounts for Young Investors

    What are the best investment accounts for young investors? A few types to consider.
  1. 401(k) Balances Reach Record Highs

    Putting your 401(k) on auto-pilot could help you to build retirement wealth faster.
  2. The High Net Worth Guide to Social Security

    For well-off Americans, maximizing your net Social Security benefit requires a strategic approach. Work with a financial ...
  3. Congress May Take Away Your 401(k) Tax Deduction (or Not)

    As part of overhauling the U.S. income tax system, Congress is considering taking away your 401(k) tax deduction. What will ...
  4. How Is Your 401(k) Taxed When You Retire?

    The taxes you owe on your 401(k) at retirement depend on whether your funds are in a regular 401(k) or the Roth type.
  5. 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 ...
  6. Could Your Portfolio Pass the Pre-Retirement Stress Test?

    Many Americans leave the workforce without knowing whether their assets are sufficient. Don't be one of them.
  1. Retirement Planning for Clients Who Outlive Savings

    Half of Americans lack any retirement savings. Here's how advisors can turn that around.
  2. Stocks: The "Buy On The Dip" Party May Be Over (SPX)

    The aging bull market and Trump's multiple crises make buying on the dip a lot riskier
  3. 401(k) Balances Reach Record Highs

    Putting your 401(k) on auto-pilot could help you to build retirement wealth faster.
  4. Diederik Timmer on Sustainalytics' Growth

    Diederik Timmer discusses the research company's role in providing environmental and social governance.
  5. How to Keep Clients With Global Investments on Track

    Today's political environment poses new threats to clients with assets around the world.
  6. Vanguard Mutual Funds Take Another Hit From Brokers

    Morgan Stanley will discontinue its Vanguard mutual fund offerings as part of the firm's fund overhaul.
  1. Fiduciary Rule Uncertainty: How Advisors Are Adapting

    The future of the fiduciary rule is still up for debate. Here's how advisors can cope.
  2. Advisor Firms: How to Attract Younger Talent

    Not enough young adults are joining the financial advisor profession. Here are some recruiting tips.
  3. 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 ...
  4. Behavioral Finance Tips for Advising Your Clients

    Here's how advisors can prevent clients from making irrational investment decisions.
  5. What Advisors Need to Know About Rule 3210

    Here's what advisors and brokers need to know about FINRA Rule 3210.
  6. Here's How Financial Advisors Stand Out on Twitter

    Advisors can benefit the most from Twitter by implementing a strategy to stay active.
  1. DOL Fiduciary Rule Explained as of May 23, 2017

    The Department of Labor (DOL) Fiduciary Rule is a new ruling that expands the “investment advice fiduciary” definition under ...
  2. How Uber Inspired Better Financial Advice

    Elliot Weissbluth discusses the impact services like Uber had on the financial industry and the way Hightower treats clients.
  3. Choosing the Best Platform for Your Advisor Website

    Advisors should ask these five questions before choosing a website platform.
  4. 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.
  5. Apple's $1,000 iPhone 8 Seen Fueling Stock Price (AAPL)

    The high price for the iPhone 8 won't deter consumers, says Goldman Sachs says
  6. Brandon Thomas on Merging Tech & Financial Advice

    Brandon Thomas, Co-Founder and CIO, Envestnet | PMC, discusses merging new technology with financial advice.
Hot Definitions
  1. Ex-Dividend

    A classification of trading shares when a declared dividend belongs to the seller rather than the buyer. A stock will be ...
  2. Debt Security

    Any debt instrument that can be bought or sold between two parties and has basic terms defined, such as notional amount (amount ...
  3. Taxable Income

    Taxable income is described as gross income or adjusted gross income minus any deductions, exemptions or other adjustments ...
  4. Chartered Financial Analyst - CFA

    A professional designation given by the CFA Institute (formerly AIMR) that measures the competence and integrity of financial ...
  5. Initial Coin Offering (ICO)

    An Initial Coin Offering (ICO) is an unregulated means by which funds are raised for a new cryptocurrency venture.
  6. The Bernie Madoff Story

    Bernie Madoff ran a multibillion-dollar Ponzi scheme that is considered the largest financial fraud of all time.
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