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.

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

America's Biggest Closed-End Mutual Fund Counts on Detailed Bond Research

Nuveen's AMT-Free Quality Municipal Income Fund has nearly $4 billion in assets under management.

Scott Van Voorhis

Oct 6, 2018 2:20 PM EDT

Financial Planning Faces a Recruiting Challenge

As baby boomer financial planners age and retire, the planning industry needs to attract younger and more diverse replacements.

Scott Van Voorhis

Oct 4, 2018 3:15 PM EDT

Advisor Advice: How to Incorporate Closed-End Funds Into Your Client's Portfolio

One of the questions financial advisors ask is how to incorporate closed-end funds into a client's portfolio? How should advisors think about it relative to all the other things a client might own? Retirement Daily's Robert Powell sits down with Jeffrey Levine, CEO and Founder of Blueprint Wealth Alliance for some advice.

Julie Iannuzzi

Oct 3, 2018 6:32 AM EDT

3 Key Advantages For Closed-End Funds

While they may carry higher fees than traditional mutual funds or ETFs, closed-end funds offer several attractive advantages.

Scott Van Voorhis

Sep 27, 2018 3:39 PM EDT

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

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

How Closed-End Funds Use Leverage to Boost Returns

Unlike ordinary mutual funds or ETFs, closed-end funds can borrow or issue preferred shares to leverage their returns.

Scott Van Voorhis

Sep 27, 2018 7:09 PM EDT

Bracing for Closed-End Fund Distribution Cuts

As interest rates rise, pressure increases on closed-end funds.

Scott Van Voorhis

Sep 21, 2018 7:00 AM EDT

Why You Should Do Your Homework Before Investing in Closed-End Funds

Investors should regard CEFs or closed-end funds as "as great pieces of a portfolio to augment investor allocation" as well as a way to "generate high levels of income and maybe better levels of income than they might otherwise be able to get within an asset class", say our all-star panel in TheStreet's webinar. (Sponsored Content)

Robert Powell

Oct 11, 2018 8:33 AM EDT

Closed-End Fund (CEF) Distributions, What You Need to Know

What's important to understand when investing in closed-end funds or CEF's? Cuts are part of the process of mixing an investment changing environment with interest rates and we can't control interest rates. Sponsored Content.

Julie Iannuzzi

Sep 28, 2018 7:40 AM EDT

Want to Buy Stocks for a 10% or Greater Discount? Try Closed-End Funds

TheStreet's Robert Powell recently hosted an all-star panel of experts who explained everything you need to know on closed-end mutual funds, an often-overlooked investment class. This is sponsored content.

Tracy Byrnes

Oct 1, 2018 8:58 AM EDT

Closed-End Fund Managers Actively Try to Stay In Touch With Clients

Hearing from your fund manager during turbulent times is critical to investors. And the managers of closed-end funds try to do just that. Watch now.

Tracy Byrnes

Sep 30, 2018 8:11 PM EDT

How to Get a Powerful Income Portfolio Boost With Closed-End Funds

What are the advantages and disadvantages?

Julie Iannuzzi

Sep 30, 2018 8:13 PM EDT

Everything You Need to Know About Closed-End Funds to Boost Your Portfolio

How well do you understand closed-end funds?

Julie Iannuzzi

Oct 1, 2018 6:59 AM EDT

Want to Buy $1 Worth of Stock for 90 Cents or Less?

You can with certain so-called "closed-end" mutual funds - an often overlooked investment class. TheStreet's retirement expert Robert Powell and an all-star panel tell you all you need to know in this sponsored webinar.

Julie Iannuzzi

Sep 29, 2018 8:01 PM EDT

Dear Financial Advisor: Why Is My Portfolio Doing So Badly?

It's time to start asking your financial advisor some serious questions on performance.

TheStreet Guest Contributor

Sep 15, 2018 9:30 AM EDT

Women Are Not a Market Niche in Financial Advisor Industry

What is needed.

TheStreet Guest Contributor

Sep 16, 2018 2:46 PM EDT

How to Market Your Financial Firm on a Budget

Press the flesh and post to Facebook.

Scott Van Voorhis

Sep 15, 2018 6:00 AM EDT

Financial Planners Rethink Their Fees as Tech Makes Inroads

Finding the right fee to charge for financial planning services is getting trickier.

Scott Van Voorhis

Sep 6, 2018 1:31 PM EDT

Closed-End Funds Offer Discounted Access to Core Markets

The best performing closed-end funds are concentrated in core U.S. investments and overseas developed markets.

Scott Van Voorhis

Sep 4, 2018 12:33 PM EDT

A Changing Investment Terrain Needs a New Kind of Investment Vehicle: Nuveen

Five reasons to consider CEFs.

Nuveen Investments

Aug 13, 2018 10:42 AM EDT

For Financial Planners, Timing the Discussion of Fees is Crucial

In general, financial planners say their clients appreciate an upfront discussion of costs.

Scott Van Voorhis

Aug 31, 2018 4:57 PM EDT

Love a Good Bargain? How to Invest in Closed-End Funds at a Discount: Nuveen

These days, consumers are always searching for a deal. Should investors do the same? And if so, where should they look?

Nuveen Investments

Aug 10, 2018 10:35 AM EDT

Munis Magnified: Nuveen

Understanding the trade-offs of using leveraged closed-end funds.

Nuveen Investments

Aug 15, 2018 12:14 PM EDT

Should Financial Planners Set Minimum Asset Requirements?

There is a big debate.

Scott Van Voorhis

Aug 25, 2018 10:00 AM EDT

Tip For Financial Advisors: Think Outside the Box

Go for it.

Tracy Byrnes

Aug 20, 2018 7:06 AM EDT

The Biggest Mistakes Financial Advisors Are Making

We called in some experts to break it all down for you.

Tracy Byrnes

Aug 12, 2018 10:00 AM EDT

3 Keys to Being a Financial Planner

What you should know.

Scott Van Voorhis

Aug 10, 2018 12:41 PM EDT

Collaboration in the Financial Advisory Sector Is Important

It's best to collaborate.

TheStreet Guest Contributor

Aug 5, 2018 9:03 AM EDT

How to Become a Financial Advisor: What to Know

Take notes.

Steve Fiorillo

Jul 16, 2018 12:33 PM EDT

3 Lessons For Financial Advisors

From building relationships to following up with clients, these steps are key.

Mark Bordelove

Mar 16, 2018 5:00 PM EDT

60 Seconds: What Is a Closed-End Fund?

Get some quick insight.

Tracy Byrnes

Sep 26, 2018 7:19 AM EDT

How Closed-End Funds Can Boost International Returns

The search for yield.

Scott Van Voorhis

Jul 27, 2018 7:32 PM EDT

Closed-End Funds That Focus on Convertible Bonds Offer Big Opportunities

These specialized funds are well positioned to capture outsized returns on securities issued by tech startups and other companies with high growth potential.

Scott Van Voorhis

Jul 29, 2018 11:00 AM EDT