Financial Careers Articles

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  1. How Are Interest Rates Affecting Annaly Cap Mgmt?

    Annaly Capital Management reported a net loss of $658 million thanks to the mortgage REIT's strategy of hedging its exposure ...
  2. Active Funds: Getting What You Are Paying For?

    Fund investing could have hidden costs that can potentially make a big impact on your final return, particularly over the ...
  3. How To Become a Mortgage-Backed Securities Analyst

    Specializing in structured or derivative credit products like mortgage-backed securities requires education and prior experience ...
  4. Why These Are 2015's Most-Promising Stocks

    A short list of stocks with strong potential for 2015 and beyond.
  5. OptionsXpress Vs. OptionsHouse: Which One To Pick?

    OptionsXpress and OptionsBroker -- each offers a price mix and set of services suitable for certain investors based on their ...
  6. Are Financial Advisors Becoming Dinosaurs?

    Technology is transforming the field of wealth management. Has the shift made financial advisors obsolete?
  7. Which Robo-Advisor is Right for You?

    Which robo-advisor is right for you? There are many factors to consider, including breadth of services, ease of use and cost.
  8. Are You An FA Looking For A New Job? Read This First

    The choice between a larger or smaller company may be decided by an advisor's experience or temperament. Find out the best ...
  9. 2015 Capital Gains Taxes: What You Should Know

    What financial advisors (and their clients) need to know about capital gains taxes in 2015.
  10. 6 Essential Marketing Tips for Financial Advisors

    As a financial advisor, your ability to market yourself is vital to the success of your practice, even if you're a great ...
  11. Why Is Wall Street Dominated By Men?

    Find out why women in the financial industry are still lagging behind their male counterparts when it comes to pay.
  12. Tired Of Mutual Funds? Try This Alternative

    Mirrored investments services are a beneficial alternative to traditional mutual funds. Discover how they work and how they ...
  13. How Advisors Can Fight Shrinking Management Fees

    With management fees falling, advisors are wondering what they can do about it. Here are a few tips.
  14. Advisors Need to Talk Less, Ask and Listen More

    Financial advisors spend a lot of time giving their clients advice on how to invest their money. But what they often forget ...
  15. Mergers and Acquisitions Analysts: What They Do, How Much They Make

    Mergers and acquisitions analysts perform the the analysis and modeling to support buying, selling, restructuring, and combining ...
  16. How You Can Become A Venture Capital Associate

    Venture capital analysts are the junior members of the venture capital firm. They receive compensation that is typically ...
  17. How To Land a Wall Street Job Out of College

    Getting a job on Wall Street right after college can be difficult, but there many paths that eventually lead to Wall Street.
  18. Tips for RIAs Looking to Go Independent

    Thinking of going independent with your financial advisory practice? Here are some things to consider.
  19. How the Harvard and Stanford MBA Programs Stack Up

    Harvard and Stanford have two of the best MBA programs in the world. But how do the two programs compare to each other?
  20. 5 Ways Your Clients Can Shrink Their Tax Footprint

    If your clients don’t like the projected tax results they're seeing, now is a good time to teach them how to reduce their ...
  21. Robo-Advisors and a Human Touch: Better Together?

    Combining the services of traditional advisors and robo-advisors can offer the best of both worlds. But where does one start ...
  22. Where the Ultra-Wealthy Go to School

    Want to concentrate on the best chance for building an ultra-wealth clientele? Start with their schooling ... and always ...
  23. Investing Strategies For The Millennial Generation

    Suggestions to build a long-term plan for the millennial generation, according to their needs and goals.
  24. Ways Advisors Should Evolve in 2015 and Beyond

    Technological evolution, robo-advisors, regulatory and compliance shifts and more. Here's how financial advisors should evolve ...
  25. 4 Steps to a Happy Retirement

    These basic retirement planning tips are essential for both savers and their financial advisors.
  26. Just Retired? No Better Time for a Second Career

    After working for decades and reaching retirement age, what's next? A second career, of course. Here's why and how.
  27. When Your Client's Retirement is Around the Corner

    With thousands of Baby Boomers reaching retirement age every day, here's a guide as to how financial advisors should approach ...
  28. A New Wake-up Call for Savers

    Recent findings from an index that measures how many people who are at risk of not being able to maintain their current standard ...
  29. Retirement Bliss? Not So fast: When Savings Lag

    Most people aren't saving enough for retirement. Here are some tips savers and financial advisors can use to change that.
  30. Why Now is the Time to Snag Gen X Clients

    Millennials might have more buzz, but Gen X savers are more likely to enlist the services of a financial advisor right now.
  31. Preparing Your Clients for the Next Bear Market

    It has been almost six years since the last bear market, so it might be time for advisors to start preparing their clients ...
  32. Why Investors Need to Rebalance Their Portfolios

    The best way to explain why one should rebalance their portfolio is to show what could go wrong if one doesn't.
  33. Five Successful Investing Strategies

    The secret to investing is that there is no secret. Success is all about knowing yourself, getting the basics and using both ...
  34. How to Choose a Robo-advisor? Follow the Money

    Which of the many robo-advisors will still be around in a decade? Here's an informal look at who might thrive and who might ...
  35. How To Deduct All Of Your Charitable Donations?

    Donations made to charitable organizations can reduce your taxable income, thus your overall tax bill. But not all donations ...
  36. Want To Be A Financial Planner? Eye These Schools

    If you're interested in becoming a financial planner here's a quick look at what to expect and short list of the top schools.
  37. What Exactly Does A Portfolio Analyst Do?

    Portfolio analysts have the exciting role of working between the investment team layers and they touch various aspects of ...
  38. World's Top 10 Hedge Fund Firms

    Ready for the high-risk, high-return hedge fund investments? Here is a list of the top hedge fund investment firms.
  39. Credit Risk Analyst: Boring Title, Great Job

    Credit analysts make critical decisions about loans, are required to have a certain level of education, and receive commensurate ...
  40. Monthly Pension Or Lump-Sum: Which Is Better?

    When a client is faced with the choice of a monthly pension or a lump-sum payment, which one is better? Here's a quick guide ...
  41. Where Your Clients Should Retire (For Tax Reasons)

    Are your clients asking where they should retire? That's a tough call, but here we cover the tax angle.
  42. Should Your Retiring Clients Pay Off A Mortgage?

    Should your retiring clients pay off their mortgages? It's more complicated than 'yes' or 'no,' so here's a quick guide.
  43. Retirement: How Much Should Clients Be Saving?

    5%? 10%? 15%? Which retirement savings rate is the right one? More is better, but too much isn't ideal. Here's a quick guide ...
  44. Gary Gordon Positions Your Portfolio For 2015

    Seeking Alpha, the popular financial web portal, interviews Gary Gordon for its Positioning for 2015 series. Here is a transcript ...
  45. Part-Time Vs. Executive MBA: Which One To Pick?

    In general, there are two routes a prospective student can take when pursuing an MBA: a full-time or a part-time program. ...
  46. How To Explain Portfolio Rebalancing To Clients

    Letting an allocation to stocks get too large can expose you to more downside risk than you had bargained for. Here are tips ...
  47. What To Do When Your Client Behaves Badly

    As a financial advisor managing your client's assets is only part of the job; sometimes you have to manage your client, as ...
  48. Who Needs A Financial Advisor? These Professionals

    A thief once said he preferred banks because "that's where the money is." Similarly, financial advisors focus on these professions ...
  49. Eyeing Canada? Look At The iShares ECW ETF

    Canada is interesting place to look for hidden investing treasures. Consider the iShares MSCI Canada (EWC) ETF, but be wary ...
  50. World's Top 10 Insurance Companies

    This is a list of the world's ten insurance companies with the largest revenues.
  51. World's Top 10 Trading Companies

    Which are the top trading firms of the world? Here is the list of the ones with highest trading revenue.
  52. Trends Putting The Squeeze On Financial Advisors

    As people change the way they approach and save for retirement, the role of financial advisors is evolving as well.
  53. How Financial Advisors Can Help Gun-Shy Investors

    How can financial advisors help investors who are still gun-shy from the losses their equity holdings suffered during the ...
  54. Wealthfront and Betterment Are Changing Investing

    The financial services industry is evolving, with startups Wealthfront and Betterment emerging as popular frontrunners in ...
  55. How Much Does Your Undergrad GPA Matter When Applying To An MBA Program?

    When applying to a business school, an important metric is an applicant's undergraduate GPA. But other features of an MBA ...
  56. Tips For Advisors Who Want To Grow Their Practice

    Financial advisors are focused on growing client wealth — so much so that they sometimes give short shrift to growing their ...
  57. Time For A Year-End Client Risk Checkup

    The end of the year is a good time to assess your clients' portfolio risk profiles and tolerances.
  58. Is An Online Financial Advisor Right For You?

    Is an online adviser right for you? As with most questions in financial planning, the answer is 'it depends.' Here are a ...
  59. Social Security: To Delay Or Not To Delay?

    Should you delay taking your Social Security benefits? As with most things in the financial planning world the answer is: ...
  60. High-Net-Worth Clients: One Size Does Not Fit All

    Financial advisory practices are built on high-net-worth clients. Here are a few general rules on how to attract and keep ...
  61. Tips For Managing A Cash Windfall

    Many of us fantasize about winning a big lottery jackpot. Let’s say that actually happened? What would you do with the money? ...
  62. Are Advisors Off Alternatives?

    With stocks surging, financial advisers and their wealthy clients are asking why they should continue to bother with poorly ...
  63. Tips For Managing Inflation In Retirement

    Even though inflation currently seems tame, it's still the worst enemy of retirees. Here are some tips to reduce its impact.
  64. How Social Security Will Change In 2015

    The average retiree’s check will rise by 1.7% in 2015, the Social Security Administration says. And the ceiling on taxable ...
  65. Resume Strategies To Get That Finance Job

    What to include – and leave out – to create the kind of resume that will get you the interview that lands you the job.
  66. Key Differences Between M&A Advisors And Business Brokers

    For a buy, sale or partnership for one's business, one needs brokers and advisors to proceed ahead. Here are the key differences ...
  67. Have You Considered A Mid-Life Career Change?

    The notion of retirement needs to be reinvented, because times have changed. The new model of living expectancy has changed ...
  68. What Advisors Can Learn From Ultra-Wealthy Clients

    The demands of bellwether ultra-wealthy clients are changing; here's what to expect and how to adjust your practices.
  69. Required Minimum Distributions: A Reminder

    For many retirees with IRAs and other retirement plans, the end of the year means taking a minimum distribution. Here's what ...
  70. Online Portfolio Management, DIY or Fee-Based Financial Advisor: Which Is Right For ...

    Should you use an online financial planning service, or do professional, fee-based financial planners justify their higher ...
  71. CPA Exam tips

    Tips for the CPA exam - how to approach it, what to expect, and the time it takes to complete.
  72. A Day In The Life Of An Accountant

    An analysis of the accountant profession, who becomes an accountant, what they do, where they work, and salary ranges.
  73. Selecting Mergers & Acquisitions Advisories For Small Businesses

    Mergers and acquisitions advisories aren't just for big players. Many advisory firms cater to small and medium businesses.
  74. How Much Does A Financial Advisor Earn?

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

    These 5 strategies offer financial advisors a blueprint on how to grow their practices.
  76. 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.
  77. 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 ...
  78. '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.
  79. 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.
  80. 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 ...
  81. 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.
  82. 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 ...
  83. 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.
  84. 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.
  85. 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 ...
  86. The Best 4 Places To Invest In Latin America

    Far from stagnant growth, crushing inflation or political instability, these Latin American nations deserve consideration ...
  87. 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 ...
  88. 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 ...
  89. 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?
  90. 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 ...
  91. 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 ...
  92. 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 ...
  93. 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 ...
  94. 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.
  95. 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 ...
  96. 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 ...
  97. 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.
  98. 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 ...
  99. Educating Your Clients About Cybersecurity

    Financial advisors must lead the charge against cybersecurity risks, for their clients and for their own practices.
  100. 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 ...
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