Financial Careers Articles

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  1. How Much Does A Financial Advisor Earn?

    Several things factor into the salary of a financial advisor. Here's a look.
  2. Growth Strategies For Financial Advisors

    These 5 strategies offer financial advisors a blueprint on how to grow their practices.
  3. Eyeing China? Consider These Economic Indicators

    If you're considering investing in China and want to know when to buy, sell, hold or stay away, consider these economic indicators.
  4. 8 Essential Tips For Retirement Saving

    Whether you're a saver or a financial advisor who want to give their clients a leg up, these 8 tips are essential for financial ...
  5. 'Donut Hole' Essentials For The Financial Advisor

    The Medicare Part D donut hole can confound the best of us. Here's what financial advisors and their clients should know.
  6. What's The Best Franchise Investment For You?

    How do you figure out which franchise is the best for you and your budget? Read on.
  7. Tips To Beat Inflation For Near-Retireees

    How can investors close to retirement protect the purchasing power of their savings? Here are some tips for near-retirees ...
  8. Thank You, Pimco: BlackRock Drops Bond-Fund Fees

    Blackrock has lowered its fees to snag money leaving Pimco's bond funds. But by how much and who's following suit? Read on.
  9. How did 27,000 investors answer to these questions

    We asked more than 27,000 investors across 20 countries questions related to financial issues, from retirement to savings ...
  10. The CPA Exam: What You Need To Know

    Interested in becoming a certified public accountant? Here's what you need to know about the CPA exam.
  11. How Advisors Can Help Address Longevity Risk

    Financial advisors can help clients manage longevity risk with a variety of strategies and products. Here's a look.
  12. The Best 4 Places To Invest In Latin America

    Far from stagnant growth, crushing inflation or political instability, these Latin American nations deserve consideration ...
  13. How Advisors Can Help Clients Stomach Volatility

    Investing has its ups and downs, but financial advisers can do much to prepare their clients and their clients' portfolios ...
  14. How To Become A CPA

    If you've ever wondered what it takes to earn the CPA designation, here's your answer. Be prepared for lots of studying and ...
  15. Funding Higher Education With An ISA

    ISAs are financial instruments that allow students to raise funds to pay for their degrees by selling shares in their future ...
  16. How Advisors Can Protect Inherited IRAs

    A new Supreme Court ruling has some financial advisors rushing to set up trusts to help protect inherited IRAs. Is that necessary?
  17. How Amgen Makes Billions On Just A Few Drugs

    Amgen produces relatively few drugs, but that's doesn't mean it's any less essential or profitable. Here's a look at the ...
  18. How Financial Advisors Can Adjust To Robo-advisors

    Advisors wary of robo-advisors should consider cutting their fees, being more tech-savvy and providing more specialized and ...
  19. The Death Of The Glamour Stock

    The market has started to realize that QE didn’t keep U.S. Treasury rates low. Instead it encouraged risk-seeking behavior ...
  20. 5 Key Factors Your Financial Plan May Not Address

    When the size of your IRAs and 401(K)s inputs a bunch of figures, out comes the verdict, and either: You're guilty of not ...
  21. Closing In On Retirement? Read These Tips

    If you're within 10 years of retiring, you and your financial planner should heed these essential tips.
  22. New 2015 Contribution Limits: Advisors Take Heed

    The Internal Revenue Service's new 2015 contribution limits for tax-deferred savings plans are higher; here's what you and ...
  23. Top Tips For Winning New Clients

    Advisors looking to attract potential clients need to speak in a straightforward manner, be available for questions and leave ...
  24. Mutual Funds Commonly Found In Retirement Plans

    If you have a 401(k), these fund names should ring a bell. Here's how and why.
  25. Want To Impress Clients? Show Your Due Diligence

    Doing the learning legwork for the products and service providers you employ will expand your understanding and impress incumbent ...
  26. Educating Your Clients About Cybersecurity

    Financial advisors must lead the charge against cybersecurity risks, for their clients and for their own practices.
  27. Six Things Bad Financial Advisors Do

    So you've gone to the trouble and expense of hiring a financial adviser. Here's how to decide whether they're doing you right ...
  28. Will ETFs Eventually Replace Mutual Funds?

    Will mutual funds be replaced by ETFs? Possibly, but it's not too likely and probably not anytime soon.
  29. Fee-Only Financial Advisers: What You Need To Know

    Are you considering hiring a fee-only financial advisor or one who is compensated via commissions? Read this first.
  30. 5 Biggest Money Mistakes & How To Fix Them Fast

    Financial mistakes - like most mistakes in life - can generally be avoided with forethought, planning and self-discipline. ...
  31. 7 Steps To Evaluate A Financial Adviser

    Looking to hire a financial advisor but unsure what you want or need? Follow these seven steps.
  32. 5 Banking Fees That Are Actually Worth Paying

    In finances, "fee" is a like a three-letter bad word, the opposite of what personal finance is supposed to be, saving money ...
  33. How To Choose An Affordable Financial Planner

    Choosing a financial planner is a decision that shouldn't be taken lightly. In fact, this decision is just as important as ...
  34. Equipping Your Graduate With Wings

    After I graduated from high school, I moved out of my parents' home. Shortly after moving out I realized I wasn't quite as ...
  35. Human Capital, An Important Asset For Portfolio Diversification

    An investor’s total wealth consists of two parts – financial capital and human capital. The latter should not be overlooked ...
  36. Financial Advisors Are Feeling Cyber-insecure

    Financial advisors are increasingly fretting over cybersecurity and client data breaches. Here's what they and their clients ...
  37. What Type Of Person Needs A Financial Adviser?

    What kind of person should enlist the help of a financial advisor and who might be better off going it alone?
  38. How Your Finances Compare To The Average American

    The phrase personal finance is pretty apt; your budget, financial goals and income are all unique to you, but there are some ...
  39. Buy Side Vs. Sell Side Analysts

    Find out the difference between these two Wall Street jobs.
  40. What You Need To Know About Financial Analysts

    Thinking about relying on analyst recommendations for your next trade? We'll show you what to watch out for.
  41. Retirement Plans For All? These States Say 'Yes'

    State are beginning to address retirement security with efforts that could extend savings plans to millions more Americans.
  42. Trying On Potential Employers

    Ditch your ego, prove that you'll work hard and don't settle for the wrong company.
  43. 5 Skills That Traders Need

    There are many routes to becoming a professional trader, but these five skills will help you get there.
  44. Trader vs Investment Banker: Which Job Is Best For You?

    Thinking of a career as an investment banker or a trader? Then you'd better know the difference!
  45. The Top 5 Skills An Investment Banker Needs

    What are the top skills investment bankers need to have? Are i-bankers born or made?
  46. How to Use Yahoo! Finance

    Yahoo! Finance provides an extremely competent and comprehensive offering for the everyday investor wanting to track a portfolio ...
  47. Introduction To Financial Planning Organizations

    Organizations such as the FPA and NAPFA are striving to provide higher standards for the financial planning profession and ...
  48. What Drives Investment Banker Salaries

    Do investment bankers make too much money? Are their salaries completely arbitrary or is there some logic behind it?
  49. The 9 To 5 Job: Challenging How We Earn A Living

    It was my first semester of college. My friend and I were looking for something to eat, but we didn't have much money, so ...
  50. The Rise Of The Modern Investment Bank

    Get to know a little bit about the institutions whose actions help to guide free markets.
  51. The Executor's Checklist: 7 Things To Do Before They Die

    Being an executor comes with a lot of responsibility, and these tips will reduce the complications that can come with the ...
  52. Insure Your Future With A Career As An Actuary

    If you've got excellent math skills, they can add up to a lucrative career as an actuary.
  53. Brokerage Functions: Underwriting And Agency Roles

    Learning about these various activities can give insight into how securities are issued and traded.
  54. Getting A Job As The Tax Man

    If you'd like the IRS to pay you some money for a change, consider a career working in taxes.
  55. Internships: Find The Best One For You

    It only takes a little legwork to land a prestigious career while you're still in college.
  56. The 10 Strangest Phrases In Banking Explained

    Just about every industry has its own special language, the world of banking and finance is full of jargon to communicate ...
  57. Top Things To Know For An Investment Banking Interview

    Without some basic knowledge, you won't get the job. Find out what you need to know and how to prepare.
  58. The Best Of The Best Wealth Management Firms

    Looking for a fee-only wealth management firm? Here's a handy ranking to get you started on your search for a top financial ...
  59. 5 Affordable Fall Vacation Spots for Baby Boomers

    It's still hard to believe that many baby boomers, the generation that typified the eternal youth of the 1960s, are officially ...
  60. Maintaining Work/Life Balance For Financial Professionals

    Maintaining work/life balance is a challenge for most professionals in the finance industry, but it doesn't have to be that ...
  61. Becoming A Financial Writer

    Instead of working on Wall Street, write about it.
  62. Key Steps To Building A Great Financial Planning Practice

    Following the status quo will kill your financial practice. Find out the tips you need to follow to keep you a step or two ...
  63. Profit Margins And ‘Fairly Valued’ U.S. Stock ETFs

    Money managers probably have an 'Uh Oh Indicator' when certain clients ask why any amount of cash rests in money market accounts. ...
  64. Microfinance: What It Is And How To Get Involved

    This growing industry is full of opportunities for the socially conscious investor.
  65. Want To Be A Financial Planner? Click Here

    Boomer-aged financial advisors are retiring in droves. Luckily, more and more schools are creating financial planning programs. ...
  66. FAs Should Factor Clients Into Succession Plans

    Financial advisory firms are finally taking succession planning seriously. Here's how.
  67. How Advisors Can Fill The Talent Gap

    Financial planning firms are seeing increased demand for their services just as a talent shortfall becomes more pronounced. ...
  68. Financial Advisors Need To Seek Out This Group NOW

    Millennials are coming into their own economically, so why are financial advisors still reluctant to give them the attention ...
  69. Unexpected Challenges For Self-Employed Finance Professionals

    Going solo in financial services can present a host of unexpected challenges.
  70. An Introduction To The CMA Designation

    Learn what the Certified Management Accountant designation is, how to get it and what it can do for your accounting career.
  71. Passing Boomers Will Leave A Big Economic Wake

    While baby boomers keep the longevity economy surging, look out for a dark fiscal forecast when it comes to retirement planning ...
  72. How To Work In Financial Communications

    The surest way to develop a career in financial communications is to blend together the right mix of talent, education, persistence ...
  73. Get An Academic Finance Career

    Working nine months a year and earning a six-digit salary might seem like the high life, but these jobs are not easy to come ...
  74. The Best Financial Careers For Women

    Here are four finance careers that real women say allow them to achieve success, satisfaction and work-life balance.
  75. Find The Right Financial Advisor

    Learn how to weed out those who are just out to make a quick buck.
  76. Top 4 Most Competitive Financial Careers

    If your goals include a big paycheck and working for a Wall Street firm, then you need to learn how to meet employers' expectations. ...
  77. How To Plan For The Charitable Giving Boom

    Of the $58 trillion that will be passed over the next several decades, $26 trillion could go to charity. Here's how to plan ...
  78. How An Advisor Can Help Cut Your Healthcare Costs

    Even with healthcare costs on the rise, few people are adequately planning for the burden. Here's how a financial advisor ...
  79. 5 Things To Ask Before Hiring A Financial Advisor

    Choosing a financial advisor isn't an easy task. Here's a list of the most important things to consider when planning for ...
  80. How To Find The Financial Advisor Of Your Dreams

    A new startup - essentially a financial matchmaking service - uses video introductions and algorithms to pair financial advisers ...
  81. What Kind Of Financial Plan Makes Sense For You?

    Comprehensive financial plans can help people maximize their financial potential and make smart decisions. But how complex ...
  82. Why The Best Financial Advisor Might Be You

    Many people enlist expert advice when dealing with their finances. But could going it alone be the best option?
  83. What You Need To Know About The Fiduciary Standard

    The financial industry has spent a boatload of money to prevent more stringent fiduciary requirements. Here’s what’s at stake.
  84. Impact Investing: Making A Difference And A Profit

    Most investors spend their time chasing returns. But what if there was a way to do good while also turning a profit?
  85. How To Get The Most Out Of Your Financial Advisor

    Like most things in life, the effort and thought you put into something will determine what you get out of it. It's no different ...
  86. Why Caregivers Should Enlist A Financial Advisor

    Stressed caregivers in need of help managing their loved one's affairs should consider enlisting a financial advisor.
  87. How Women In Transition Should Mind Their Finances

    With roughly 80% of women dying single due to divorce or outliving their spouses, they must become more involved in their ...
  88. Ignore This Demographic At Your Own Peril

    Hispanics have unique financial planning needs and attitudes, and financial advisers would be well-served by studying this ...
  89. How To Manage Your Finances Through A Divorce

    Dividing assets and liabilities in a divorce can be a sad, complicated task. But with some planning, patience and the help ...
  90. The Gloomy Future Of The Tax Preparation Industry

    It's often said all that is certain are death and taxes. By extension, undertakers and tax preparers should enjoy similar ...
  91. How Financial Advisors Mistreat Women (And What Women Can Do About It)

    While many women want professional help managing their finances, some male advisors still treat women as second-class citizens. ...
  92. Signs You Need a Money Manager Now

    Do you know if you will have enough money in retirement? And is your current portfolio performing up to expectations?
  93. Do You Need A Financial Advisor?

    Not everyone needs a professional. Find out how to make the call.
  94. How To Find A New Financial Advisor Who's Right For You

    It is a jolt when a long-time financial consultant leaves your sphere, because he or she has retired, passed away or been ...
  95. If Kennedy, Eisenhower, Alexander the Great Et Al Were Leaders in Finance

    Would Eisenhower, Roosevelt and Kissinger have made good corporate executives? What about Alexander the Great?
  96. How Do I Know I Can Trust My Financial Advisor?

    Savvy investors know to ask an advisor questions on these five essential subjects:
  97. A Day In The Life Of An Economist

    We've interviewed three economists with very different job descriptions to give you an idea of the many possibilities this ...
  98. A Day In The Life Of An Auditor

    If you like the idea of examining and attesting to a company's financial performance for a living, a career in auditing might ...
  99. Should You Offer Alternative Investments?

    Find out what problems arise for financial representatives when they start to diversify their client offerings.
  100. A Day In The Life Of An Actuary

    We take a look at the typical workday of three actuaries who work for different types of companies and who are at different ...
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