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.

The Clock Is Ticking: Small Business Tax Strategies to Do This Year

Make a few smart moves now and you can close out the year with the peace of mind that you made the best tax moves for your business.

TheStreet Guest Contributor

Dec 13, 2018 3:20 PM EST

Closed-End Funds Stage Modest Comeback

Emerging market funds lead November gains in specialty fund sector.

Scott Van Voorhis

Dec 11, 2018 2:20 PM EST

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

December's Climate Forecast: Stormy Winter Markets

Rob Isbitts, chief investment officer of Sungarden Fund Management, says the investing climate is "stormy," and investors still need to moderate their return expectations from stocks.

TheStreet Guest Contributor

Nov 30, 2018 8:50 PM EST

Eaton Vance Closed-End Fund Uses Covered Calls to Temper Volatility

Eaton Vance's Tax-Managed Global Diversified Equity Income Fund uses a variety of strategies to deliver regular distributions.

Scott Van Voorhis

Nov 30, 2018 1:27 PM EST

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

How the Third Largest Closed-End Fund is Coping With Rising Rates

Rising interest rates are creating challenges for the Nuveen AMT-Free Municipal Credit Income Fund.

Scott Van Voorhis

Nov 26, 2018 3:08 PM EST

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

Financial Planners Use New, Hybrid Model for Next Gen Clients

Financial planners need to roll out new ways of talking about and charging for services.

Scott Van Voorhis

Nov 21, 2018 12:00 PM EST

Closed-End Funds Seeing Consolidation

Stock and bond market underperformance is driving consolidation in the closed-end fund business.

Scott Van Voorhis

Nov 17, 2018 3:45 PM EST

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

Your Retirement Plans and the Elections: Gridlock, Taxes, Social Security

Financial advisers say people saving for or living in retirement should worry less about politics and focus on the economy, the markets and their investment plan.

Robert Powell

Nov 12, 2018 6:57 AM EST

Even High-Income People Overspend

Financial planners have to fight 'lifestyle inflation' to keep well-paid clients on track.

Scott Van Voorhis

Nov 11, 2018 10:00 AM EST

Best and Worst Closed-End Funds

Many closed-end funds tanked in October. Here's a look at the top and bottom performers.

Scott Van Voorhis

Nov 11, 2018 10:09 AM EST

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

Investment Climate Forecast: Unsettled Markets

Rob Isbitts, chief investment officer of Sungarden Fund Management, says the investing climate is "stormy," and investors must moderate their return expectations from the stock indexes.

TheStreet Guest Contributor

Nov 4, 2018 1:22 AM EST

Disruption Is Needed for the 150-Year Old Closed-End Fund Wrapper

Adviser Dan Weiskopf writes that this closed-end fund looks interesting.

TheStreet Guest Contributor

Nov 2, 2018 5:30 PM EDT

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

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

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

Closed-End Fund Returns Hurt by Fed, Trade Wars

Closed-end funds saw their first decline in net asset value in months.

Scott Van Voorhis

Oct 19, 2018 4:41 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 24, 2018 11:05 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

Oct 24, 2018 11:04 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

Oct 24, 2018 11:04 PM EDT

Bracing for Closed-End Fund Distribution Cuts

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

Scott Van Voorhis

Oct 24, 2018 11:04 PM 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

Nov 5, 2018 6:22 AM EST

Tips for Fueling Your Retirement With Closed-End Funds

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.

Julie Iannuzzi

Oct 29, 2018 8:03 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

Retirement Questions About Closed-End Funds? Ask Your Fund Manager

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

Oct 27, 2018 7:06 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.

Julie Iannuzzi

Oct 31, 2018 10:30 AM 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

Oct 24, 2018 11:04 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

Oct 26, 2018 7:12 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

How Some High-Yielding Closed-End Funds Are Benefiting From Rising Rates

This is why.

Scott Van Voorhis

Jul 20, 2018 1:29 PM EDT

Utility and Infrastructure Closed-End Funds See Flight to Safety

Here's the latest.

Scott Van Voorhis

Jul 13, 2018 3:05 PM EDT

How Closed-End Funds Can Outperform ETFs

The structure of closed-end funds allows them to pursue greater gains, with higher risk.

Scott Van Voorhis

Jul 12, 2018 8:52 AM EDT

How to Pay 90 Cents for $1 Worth of Stocks Using Closed-End Funds

Look for funds that offer big discounts to net asset value.

Scott Van Voorhis

Jun 27, 2018 2:32 PM EDT

3 Best Investing Opportunities Right Now in Closed-End Funds

Looking for opportunities in closed-end funds? Try these names on for size.

TheStreet Guest Contributor

Jun 24, 2018 9:33 AM EDT

Closed-End Funds Provide Opportunities for Bargain Hunting Investors

Closed-end mutual funds have a small but faithful following.

Scott Van Voorhis

Jun 17, 2018 7:43 AM EDT

Closed-End Funds: What You Need to Know

Closed-end funds have been around for some time, and they could still provide a nice boost to one's portfolio.

TheStreet Guest Contributor

Jun 17, 2018 8:01 AM EDT

TheStreet's Financial Advisor Center

The Clock Is Ticking: Small Business Tax Strategies to Do This Year

Closed-End Funds Stage Modest Comeback

Retirement Saving Should Take Priority Over Paying For Kids' College

December's Climate Forecast: Stormy Winter Markets

Eaton Vance Closed-End Fund Uses Covered Calls to Temper Volatility

Personal Finances Are a Top Source of Stress for Americans

How the Third Largest Closed-End Fund is Coping With Rising Rates

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

Financial Planners Use New, Hybrid Model for Next Gen Clients

Closed-End Funds Seeing Consolidation

How Financial Planners Keep Anxious Clients on Track During Volatile Times

Your Retirement Plans and the Elections: Gridlock, Taxes, Social Security

Even High-Income People Overspend

Best and Worst Closed-End Funds

Financial Planners See Growing Demand From Younger Prospects

Investment Climate Forecast: Unsettled Markets

Disruption Is Needed for the 150-Year Old Closed-End Fund Wrapper

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

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

Financial Planners are Retiring Faster Than They Can Be Replaced

Closed-End Fund Returns Hurt by Fed, Trade Wars

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

Financial Planning Faces a Recruiting Challenge

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

3 Key Advantages For Closed-End Funds

Financial Planners Face a Tough Sell

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

How Closed-End Funds Use Leverage to Boost Returns

Bracing for Closed-End Fund Distribution Cuts

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

Tips for Fueling Your Retirement With Closed-End Funds

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

Retirement Questions About Closed-End Funds? Ask Your Fund Manager

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

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

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

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

Women Are Not a Market Niche in Financial Advisor Industry

How to Market Your Financial Firm on a Budget

Financial Planners Rethink Their Fees as Tech Makes Inroads

Closed-End Funds Offer Discounted Access to Core Markets

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

For Financial Planners, Timing the Discussion of Fees is Crucial

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

Munis Magnified: Nuveen

Should Financial Planners Set Minimum Asset Requirements?

Tip For Financial Advisors: Think Outside the Box

The Biggest Mistakes Financial Advisors Are Making

3 Keys to Being a Financial Planner

Collaboration in the Financial Advisory Sector Is Important

How to Become a Financial Advisor: What to Know

3 Lessons For Financial Advisors

60 Seconds: What Is a Closed-End Fund?

How Closed-End Funds Can Boost International Returns

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

How Some High-Yielding Closed-End Funds Are Benefiting From Rising Rates

Utility and Infrastructure Closed-End Funds See Flight to Safety

How Closed-End Funds Can Outperform ETFs

How to Pay 90 Cents for $1 Worth of Stocks Using Closed-End Funds

3 Best Investing Opportunities Right Now in Closed-End Funds

Closed-End Funds Provide Opportunities for Bargain Hunting Investors

Closed-End Funds: What You Need to Know

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