Financial Careers Articles

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  1. Web Site Tips for Financial Advisors

    Many financial advisors leave a first impression far before a client walks through the door — it often happens online via ...
  2. Getting the Most Out of Your Web Presence

    Curating a person’s online presence has become essential. Here are tips specific to financial advisors (but could apply to ...
  3. Top Strategies for Winning Business in 2015

    Looking to grow your financial advisory practice in 2015? These strategies will help.
  4. How Do Millennial Women Invest?

    The theme for Women’s History Month is “Make it Happen”, and that is exactly what millennial women are doing when it comes ...
  5. Meet The Advisors To The Richest People In The U.S

    Celebirty financial advisors to the rich can offer important money lessons anyone can learn — as well as a whole host of ...
  6. Advisors: Have Clients Try on Retirement for Size

    Retirement planning in today’s world involves a lot more than just money.
  7. Advisors: Avoid These Acquisition Missteps

    When acquiring a new financial advisory practice, make sure that your game plan avoids these acquisition missteps.
  8. Tips for Spreading the Wealth to Relatives

    There are many ways that your clients can move money or other assets to relatives in order to reduce their tax bills. Here's ...
  9. Can Long Term Care Insurance be Affordable?

    The cost of managed care and insurance covering it will only become more expensive. Here's how to help your clients formulate ...
  10. Tips for Gen X Savers at Age 50

    This is the time to stop and take a careful assessment of where Gen X savers are and see what changes they need to make to ...
  11. Tips for Handling Client Inheritance

    When clients leave or receive an inheritance, be prepared to deal with much more than mere paperwork or financial transactions.
  12. Who Wins With RoboAdvisors? Everyone?

    Technology has played a vital role in shaping the financial planning industry and it appears that the next phase of automated ...
  13. 12 Experts Explain The Secret To Buffett’s Success

    We interviewed some of America’s biggest money experts, and threw them a gauntlet: Tell us the secret to Warren Buffett’s ...
  14. Buffett’s Most Misunderstood Investment Advice

    Warren Buffett is undeniably the most successful investor in history. He's constantly ask for advice, and he is never short ...
  15. Advice on Dealing with Unequal Inheritances

    When it comes to inheritances, the concept of equal versus equitable can be hard to navigate, even when all parties are reasonable. ...
  16. Why Robo-Advisors are a 'Win-Win' for FAs, Clients

    The rise of robo-advisors was seen as added competition for traditional financial advisers. Instead, they could spell a 'win-win' ...
  17. Should You Tune In To the Market Noise?

    The world of investing is growing within the exchange traded fund (ETF) space, which has low costs and gives the ability ...
  18. Schwab Courts Advisors with New Robo-Advisor

    On the heels of launching a robo-advisor service for individual investors, Schwab is set to debut one designed for independent ...
  19. How to Evaluate a Robo-advisor

    With the addition of robo-advisors, investors have a variety of new choices when it comes to how they find help in managing ...
  20. How to Help Clients Find Unclaimed Assets

    Locating unclaimed money or other property for clients can be a very useful additional service that can help you to add value ...
  21. SEO Tips for Financial Advisers

    Search engine optimization is just one piece of the puzzle when it comes to creating an effective online presence.
  22. SEC's CARDS Plan Creates Controversy for Brokers

    The securities industry isn't happy with the hand it may be dealt with the SEC's proposed CARDS rules.
  23. Who Wants to be a 401(k) Millionaire?

    Want to be a 401(k) millionaire? Here are some tips to get you on the right path.
  24. The Pros and Cons of 401(k) Loans

    A look at the pros and cons of 401(k) loans.
  25. Are Longevity Annuities in 401(k)s a Good Idea?

    An in depth look at the arrival of longevity annuities in 401(k)s and IRAs.
  26. Should Investors Nix Actively Managed Funds?

    Index fund returns are on a tear but does this mean investors should nix actively managed funds?
  27. CFP Board’s Career Portal to Bridge Talent Gap

    The CFP Board's new online career portal aims to bridge the gap between financial advisors and employers.
  28. How to Train Your New Financial Advisor

    Once you've hired a new adviser, an equally important process begins: training them.
  29. Top Financial Planning Colleges: A Primer

    An overview of the top colleges for financial planners and advisors.
  30. With Schwab's New Robo-Advisor, What's Next?

    What does the entrance of Schwab Intelligent Portfolios into the robo-advisor space mean to online financial advice?
  31. Helping Clients Choose Long-Term Care Insurance

    The need for long-term care has become an inescapable (and pricey) issue for retirees. Here's what financial advisors can ...
  32. Tips for Securing Your Client's Data

    Completely protecting your clients from every kind of cyberattack is impossible, but here are some tips to greatly reduce ...
  33. Helping Young Investors Avoid Financial Pitfalls

    Young investors are especially prone to financial mistakes. Here's what you can do to help them.
  34. What Do Certified Financial Planners Earn?

    Individuals with the Certified Financial Planner designation enjoy an above-average salary range as well as promising current ...
  35. IRA Holders Face New Rules in 2015

    New rules for IRA holders mean less loopholes in 2015.
  36. How to Keep Up With the Retirement's Evolution

    How people think of retirement is changing rapidly. Here's how financial advisors can address semi-retirement, growing longevity ...
  37. Want To Learn Financial Tips For Women?

    Although Men Are From Mars, Women Are From Venus was focused more on love than money, some of the analogy also works fairly ...
  38. Schwab Goes 'Robo' with Intelligent Portfolios

    Charles Schwab has launched Schwab Intelligent Portfolios, its online financial advisor (or robo-advisor). Here are some ...
  39. How to Transition Your Client Into Retirement

    The first step into retirement is a big one. Here are tips on how to help your clients transition from earning to drawdown.
  40. Which Degree Is Better For A Business Career?

    Business administration and finance degrees can both lead to good jobs. Finance builds more quantitative skills, administration ...
  41. Is An MBA The Best Bet For Finance, Econ Students?

    An MBA offers a fairly comprehensive business education, while a master's program in finance or economics focuses on a more ...
  42. 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 ...
  43. 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 ...
  44. How To Become a Mortgage-Backed Securities Analyst

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

    A short list of stocks with strong potential for 2015 and beyond.
  46. 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 ...
  47. Are Financial Advisors Becoming Dinosaurs?

    Technology is transforming the field of wealth management. Has the shift made financial advisors obsolete?
  48. 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.
  49. 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 ...
  50. 2015 Capital Gains Taxes: What You Should Know

    What financial advisors (and their clients) need to know about capital gains taxes in 2015.
  51. 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 ...
  52. 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.
  53. 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 ...
  54. 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.
  55. 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 ...
  56. 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 ...
  57. 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 ...
  58. 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.
  59. Tips for RIAs Looking to Go Independent

    Thinking of going independent with your financial advisory practice? Here are some things to consider.
  60. 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?
  61. 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 ...
  62. 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 ...
  63. 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 ...
  64. Investing Strategies For The Millennial Generation

    Suggestions to build a long-term plan for the millennial generation, according to their needs and goals.
  65. 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 ...
  66. 4 Steps to a Happy Retirement

    These basic retirement planning tips are essential for both savers and their financial advisors.
  67. 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.
  68. 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 ...
  69. 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 ...
  70. 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.
  71. 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.
  72. 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 ...
  73. 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.
  74. 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 ...
  75. 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 ...
  76. 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 ...
  77. 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.
  78. 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 ...
  79. 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.
  80. 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 ...
  81. 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 ...
  82. 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.
  83. 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.
  84. 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 ...
  85. 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 ...
  86. 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. ...
  87. 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 ...
  88. 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 ...
  89. 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 ...
  90. 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 ...
  91. World's Top 10 Insurance Companies

    This is a list of the world's ten insurance companies with the largest revenues.
  92. 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.
  93. 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.
  94. 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 ...
  95. Wealthfront and Betterment Are Changing Investing

    The financial services industry is evolving, with startups Wealthfront and Betterment emerging as popular frontrunners in ...
  96. 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 ...
  97. 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 ...
  98. 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.
  99. 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 ...
  100. 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: ...
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