TheStreet's Financial Advisor Center

TheStreet's Financial Advisor Center

Written for financial advisors, by financial advisors. TheStreet's "Financial Advisor Center" is the go-to destination for financial advisors to keep current on key industry trends and the latest developments that may impact clients. From the need to collaborate with other advisors to discussions of new technology, TheStreet explores all the ins and outs of the industry.

February's Market Outlook: Both Dangerous and Fruitful

February's Market Outlook: Both Dangerous and Fruitful

Rob Isbitts, chief investment officer of Sungarden Fund Management, says investors need to be ready for a market that is profitable -- until it quickly turns dangerous.

Rob Isbitts

Feb 7, 2019 8:53 PM EST

The Kinds of Clients Financial Planners Should Avoid

The Kinds of Clients Financial Planners Should Avoid

When scouting for potential clients, financial planners need to be on the lookout for these signs of danger.

Scott Van Voorhis

Jan 31, 2019 9:00 AM EST

Diversification Is About More Than Just Stocks and Bonds

Diversification Is About More Than Just Stocks and Bonds

Financial planners must educate clients about the true meaning of diversification.

Scott Van Voorhis

Jan 25, 2019 8:05 AM EST

January's Market Climate Forecast: This Bear's Not Hibernating

January's Market Climate Forecast: This Bear's Not Hibernating

Rob Isbitts, chief investment officer of Sungarden Fund Management, says the investing climate remains 'stormy,' and investors need be ready for sharp rallies and declines this winter.

TheStreet Guest Contributor

Jan 3, 2019 7:29 AM EST

Natural Gas Could Be a Warm Place for Investors Fleeing a Frigid Market

Natural Gas Could Be a Warm Place for Investors Fleeing a Frigid Market

The utility stocks in the sector serve as a traditionally safe investment, buoyed by revenue from dividends, and has actually shown growth in recent months while oil has tanked.

Kevin Curran

Jan 21, 2019 2:10 PM EST

Should Financial Planners Be Certified by Government Agencies?

Should Financial Planners Be Certified by Government Agencies?

Some believe financial planners need to be treated more like CPAs.

Scott Van Voorhis

Jan 3, 2019 5:24 PM EST

Why Investors Should Kick Off the New Year With an Investment Plan

Why Investors Should Kick Off the New Year With an Investment Plan

January is a great time to get your finances in order.

Katherine Ross

Jan 2, 2019 5:39 AM EST

Retirement Saving Should Take Priority Over Paying For Kids' College

Retirement Saving Should Take Priority Over Paying For Kids' College

It's more important to save for retirement than it is to pay for your kids' college.

Scott Van Voorhis

Dec 10, 2018 5:28 PM EST

Personal Finances Are a Top Source of Stress for Americans

Personal Finances Are a Top Source of Stress for Americans

More than two-thirds of Americans are feeling anxious about their financial situations.

Scott Van Voorhis

Nov 28, 2018 4:56 PM EST

What You Need to Know About Investing in Closed-End Funds

What You Need to Know About Investing in Closed-End Funds

Robert Powell talks to Jeffrey Levine about the unique advantages and disadvantages to closed-end funds.

Robert Powell

Nov 26, 2018 9:37 AM EST

How Financial Planners Keep Anxious Clients on Track During Volatile Times

How Financial Planners Keep Anxious Clients on Track During Volatile Times

Financial planners are working to keep clients from making emotional moves in the wake of recent market volatility.

Scott Van Voorhis

Nov 15, 2018 7:05 PM EST

Financial Planners See Growing Demand From Younger Prospects

Financial Planners See Growing Demand From Younger Prospects

While technology is changing some parts of the business, demand for a core financial plan appears to be on the rise.

Scott Van Voorhis

Nov 7, 2018 12:54 PM EST

How Financial Planners Deal With Clients Who Freak Out Over Market Volatility

How Financial Planners Deal With Clients Who Freak Out Over Market Volatility

When markets turn turbulent, financial planners use these approaches to keeping their clients on track.

Scott Van Voorhis

Nov 2, 2018 1:23 PM EDT

Financial Planners Changing How They Charge For Services to Attract New Clients

Financial Planners Changing How They Charge For Services to Attract New Clients

The traditional assets-under-management fee structure is giving way for new and younger clients.

Scott Van Voorhis

Nov 1, 2018 4:36 PM EDT

Financial Planners are Retiring Faster Than They Can Be Replaced

Financial Planners are Retiring Faster Than They Can Be Replaced

Older financial planners are retiring at twice the rate new ones are entering the field.

Scott Van Voorhis

Oct 12, 2018 1:29 PM EDT

Financial Planners Face a Tough Sell

Financial Planners Face a Tough Sell

While the number of financial planners is projected to rise in coming years, building knowledge and trust in what they do will take time.

Scott Van Voorhis

Sep 28, 2018 1:17 PM EDT

Need Some Income for Your Portfolio? Consider Closed-End Funds

Need Some Income for Your Portfolio? Consider Closed-End Funds

A big perk of closed-end funds is that they offer an income stream that can be a valuable part of your investment portfolio.

Tracy Byrnes

Oct 8, 2018 7:36 AM EDT

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