Category: Advisors

Technology is redefining that client-financial advisor relationship

Towfiqu Photography | Moment | Getty Images If you can find your husband or wife online, why not your financial advisor? That’s why Andres Garcia-Amaya launched...

CNBC charts the top-rated financial advisory firms of 2019

Finding the right advisor to help with your financial needs and goals can be complicated. There are so many factors to assess. Many advisors will use a high asset under...

Here’s what to know before putting money in ‘do good’ investments

Les and Dave Jacobs | Cultura | Getty Images You may have heard the terms ESG, SRI and impact investing, but they can sound intimidating to the uninitiated investor....

Technology helps advisors take financial planning to the next level

MixAll Studio | Blend Images | Getty Images Robo-advisors have made one thing abundantly clear to traditional financial advisors: Picking investments for clients is...

Here’s how much advisors should allocate toward alternatives

Oliver Furrer | Cultura | Getty Images You don’t have to be a hedge fund guru to discuss alternative investments with your clients, yet it doesn’t hurt to...

Here’s how advisors recommend life insurance in client’s best interest

Thomas M. Barwick | Getty Images Financial advisors have another “best interest” rule around the corner: This regulation applies to life insurance and...

How to deal with double-digit rate hikes on long-term care insurance

Westend61 | Westend61 | Getty Images Chad Chubb, a certified financial planner, walked a 66-year-old client through four premium increases on her long-term-care...

How these financial advisors use social media to grow their business

Petri Oeschger | Moment | Getty Images One of the best ways financial advisors can bolster their credibility and reach potential clients is available for free....

Federal tax rules create advantage for real estate investment trusts

manusapon kasosod | Moment | Getty Images As Generation X and millennials inherit their baby boomer parents’ assets amid the so-called Great Wealth Transfer, some...

Here’s how advisors can help clients avoid costly Medicare mistakes

Feverpitched | iStock | Getty Images No two retirements look the same. But there is one thing all individuals face in their golden years: high health-care costs....