1. Advisor Tips For Managing (And Fulfilling) Client Expectations

    As a financial advisor, there are many difficult aspects of the financial planning industry, and managing client expectations is often one of the most difficult — and usually most frustrating. Although most advisors serve clients who are generally reasonable when they lose value in their investments, there are certainly clients who express their frustration either face-to-face, over the phone, o…Read More

  2. Common Types of Algorithmic Trading Strategies

    The term algorithmic trading refers to any trading activity carried out with the help of an automated computer system. It refers to a number of approaches to both trading and investing. While there are various approaches to algorithmic trading, they all share certain traits. One trait they share is that they can all be reduced to a set of rules.  Another, these approaches are almost always based …Read More

  3. An Investor’s Ultimate Guide To Bear and Bull Markets

    As many investors know, a stock market trend is very unpredictable. The stock market is constantly fluctuating, swinging back and forth, leaving investors and advisors with either market gains or market losses. With an ever-changing market, it is up to investors to take advantage of a trend. A successful advisor or investor will know how to play and ride with the market trend. When it comes to mar…Read More

  4. Are There Season Patterns In Stock Markets

    Just like with almost everything people do, trading also has a seasonal cycle component to it. Seasonality, while challenging to explain, can be used to a traders advantage. Defined as the repetitive and predictable movement around the trend like, short-, mid-, and long-term traders alike can put seasonality to good use. If you have been in the investment game for a while, you have likely heard th…Read More

  5. An Advisors Guide To Building Client Trust

    When customers and clients are in need of a service provider, whether an automotive mechanic, a family doctor, or a babysitter, trust plays an essential role in setting up rapport. Just as trust is important for other service providers, it is just as important — if not even more so — when it comes to choosing a financial advisor.  In fact, studies have shown that clients think of trustworthin…Read More

  6. An Advisors Guide To Time Management

    The financial advising profession is one that requires both proactive and reactive activities. Often times, a good portion of an advisors day is spent performing reactive tasks. Advisors react to client meetings, market moves, phone calls and emails, and many other things that can be a distraction and make advisors feel powerless. In fact, it is common for financial advisors to often feel this way…Read More

  7. Six Marketing Strategy Rules For Financial Advisors

    Working as a financial planner or financial advisor brings enough challenges as is, but when it comes to marketing strategies it is easy for mistakes to be made. Marketing strategies need to be executed correctly in order to be effective. At AlphaDroid, we have helped planners by creating an asset allocation software that helps financial planners and advisors with their work. AlphaDroid’s algori…Read More

  8. Types of Investment Strategies

    Throughout our lives there are many things we plan for. From little things like our workdays, where to eat dinner, and tee times, to larger things, such as planning for college or buying a new home our days are filled with extensive planning. However, there is one thing many of us often forget about the most plan-required task of all: investing. For financial advisors and investors, planning is ex…Read More

  9. Tips On How To Become a Financial Advisor

    Do you enjoy helping others reach their goals financially? Do you like building relationships with families, individuals, and business owners? If so, — and if you haven’t already learned — a career as a financial advisor may be perfect for you! The financial industry is growing and constantly changing. If you’re interested in, and passionate about, becoming a financial advisor, check out t…Read More

  10. 7 Keys to Excelling as a Financial Advisor

    Financial advising and investing isn’t for the faint of heart. You hold the financial futures of your clients in your hands, and very often, your success lies with theirs. Not only that, the world of financial advising is growing as more and more people try their hands at helping others invest their money. You need to stand out, and the only way you do that is by delivering authentic results. At…Read More