Financial Advisor

  1. Why a dose of fear can be healthy for investors, bull market or no bull market

  2. Ring in the new year with a financial game plan

  3. Diversification: Don't put all your eggs (or money) in one basket

  4. The SEC busted an alleged $1.2 billion Ponzi scheme. Here's how not to be victimized.

  5. 5 important year-end tax strategies you shouldn't miss

  6. Watch out for this red flag when paying your financial advisor

  7. The right decision for investors to take when a market correction is due

  8. Investors need to understand the ‘broker protocol’ for their own protection

  9. The biggest risk you face when choosing between a human and a robo-advisor

  10. If you can’t decide between active and passive investing, try the ‘core and explore' approach

  11. To hang on to boomers' assets, financial advisors must court their kids

  12. Fueled by investor taste for liquid alternative investments, hedge fund conversions skyrocket

  13. The ‘broker protocol’ is good for investors and needs to be strengthened

  14. Financial advice firms turn to life coaches, psychologists to help quell clients' planning fears

  15. Putting off succession plans, many financial advisors are failing to plan for own future

  16. How to decide whether nontraditional investing makes sense for you

  17. Private equity opportunities are on the rise in high-net-worth investor sector

  18. If worried about future medical costs, here are 3 ways to invest your way into health-care security

  19. The great rotation into financials has begun — here's why it's a big deal for the market

  20. Once 'sketchy,' bitcoin is starting to become more mainstream