Financial Careers Articles

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  1. The 8 Best Business and Finance T.V. Shows

    With so many talking heads to choose from, which is the right show for your business and money matter needs? We review the ...
  2. How To Get That Entry-Level Financial Analyst Job

    Landing a job as a financial analyst takes study, strategy and a lot of hard work. Here's how to hone your competitive edge.
  3. A Day in the Life of an Equity Research Analyst

    What does an equity research analyst do on an everyday basis?
  4. Career Choice: Bulge Bracket Vs. Boutique Bank

    Bulge bracket banks offer higher salaries and prestige. But boutique banks are rapidly gaining market share and may offer ...
  5. How to Protect Elderly Clients from Predators

    Advisors dealing with older clients face a specific set of difficulties. Here's how to help protect them.
  6. Social Security 'Start, Stop, Start' Explained

    The start, stop, start Social Security strategy is complicated. Here's what retirees considering it need to consider.
  7. Broker-Dealer Industry 101: The Landscape

    Independent broker-dealers are a great choice for experienced, self-starter planners who have established practices.
  8. Small RIAs: How to Level the Playing Field

    In order to compete with larger firms, small RIAs have to get a little creative. Here are a few ways to kickstart growth.
  9. Top Social Security Issues for Divorced Women

    What female divorcees need to know about the twists and turns of figuring out Social Security benefits.
  10. What to do During a Market Correction

    The market has corrected...now what? Here's what you should consider rather than panicking.
  11. Is it Time to (Finally) Push Kids Out of the Nest?

    Parents should make sure their kids realize their home is a launching pad not a landing spot, and advisors can help clients ...
  12. The Rich Get Richer: Global Wealth is Rising

    Global wealth is rising and expected to continue. Advisors should know that the wealthy value fee transparency, performance. ...
  13. How to Manage a Client's Return Expectations

    One of the most critical functions of an advisor is to set realistic return expectations for their clients. Here are some ...
  14. Tips for Helping Clients Though Market Corrections

    When the stock market sees a steep drop, clients are bound to get anxious. Here are some tips for talking them off the ledge.
  15. What Kind of Insurance Do RIAs Need?

    Advisors spend a lot of time discussing insurance with clients but they also need to consider their own coverage needs as ...
  16. Top Questions to Ask When Choosing a Robo-Advisor

    Think a robo-advisor might be the right choice for you? Be sure to ask these questions first.
  17. Are Hedge Fund ETFs Suitable for Your Portfolio?

    Are hedge fund ETFs right for you? Here's what investors need to consider.
  18. Careers: Equity Research Vs. Investment Banking

    Equity research is sometimes viewed as the unglamorous, lower-paid cousin to investment banking. In this article, we compare ...
  19. Top 4 Ways to Avoid Muni Bond Mistakes

    Muni bonds are often perceived as safe investments. But it's important to do some thorough research before investing.
  20. Why Leveraged ETFs Are Not a Long-Term Bet

    Leveraged ETFs aren't for the average investor. They can, however, present significant upside potential for the right type ...
  21. Index or Target Dates in 401(k)s: Which is Better?

    A common question is whether or not plan participants should choose index or target date funds in a 401(k). The answer depends ...
  22. How to Bring Up a Prenup with Clients

    Prenups aren't just for the rich. Here's how to help clients agree to one if you think they'll benefit.
  23. How to Avoid the Inheritance Nobody Wants: Debt

    With the biggest transfer of wealth underway, advisors need to ensure that clients don't also inherit debt.
  24. The Plusses of Second Opinions for Clients

    If you are not collaborating with other professionals in your circle, you could be doing your clients a disservice.
  25. 4 Ways Financial Plans Get Derailed

    A financial plan is useless if it never gets put into use. Here are four things to avoid when creating one with a client. ...
  26. Gen Xers Turn 50: Retirement Just Got Real

    As the first of Generation X reaches age 50, retirement suddenly feels real. Here's how to start thinking about a plan.
  27. 7 Reasons You Will Make a Good Investment Banker

    Many seek at the door of investment banking, but few can enter. Possessing these seven traits will help you land a job and ...
  28. 7 Reasons Investment Banking Is Not for You

    Even if you possess the education, experience and enthusiasm to land a coveted investment banking gig, here are seven reasons ...
  29. Why the Wealthy Shy Away from Inheritance Talk

    A recent survey of high-net-worth individuals shows that many avoid talking inheritance with children. Here are some ways ...
  30. How to Handle Your First Meeting with a Client

    Here's what financial advisors should do in an initial client meeting to start off on the right foot.
  31. Advisors: Warn Clients About These Audit Triggers

    There are several factors that may increase the risk of an audit, especially with high-net-worth clients.
  32. 10 Must-Follow Broker-Dealers on Social Media

    Stay in the financial markets 'know' by following these influential independent broker-dealers on social media.
  33. Understanding How Mutual Funds Pay Dividends

    The process by which mutual fund dividends are calculated, distributed and reported is fairly straightforward in most cases. ...
  34. 3 States Where Taxes Can Hammer Retirees

    Knowing which states ding retirees with the highest tax implications should be part of your retirement research.
  35. Boomers’ 401(k)s are Way Out of Whack: What to Do?

    Many baby boomers have been investing heavily in equities in their 401(k)s. Now may be the time to rebalance to avoid huge ...
  36. 5 Unique Assets to Invest Your Retirement Money In

    Investing for retirement doesn't always mean 401(k)s and IRAs. Here are five unique assets to invest your retirement money ...
  37. Coaching Young Investors to Retire Comfortably

    Young savers, with time on their side, need help planning for retirement. Here is how advisors can help steer them toward ...
  38. Are Your Financial Advisor Fees Competitive?

    Are the fees you charge your clients for financial planning competitive? Here's how to determine if they are in line with ...
  39. Best Ways to Avoid RMD Tax Hits on IRAs

    If you want to avoid hefty tax penalties, read this cheat sheet on IRA required minimum distributions.
  40. The 10 Must Watch Movies For Finance Professionals

    Finance makes for great cinema; here are 10 of the best offerings by Hollywood on the subject.
  41. How to Buy Annuities When Interest Rates Are Low

    The current low interest rate environment complicates the decision to buy an annuity. Here's what financial advisors need ...
  42. State Street Shifts to Hedge Funds

    ETF pioneer State Street has been losing market share to its peers. Here's how it plans to turn that around.
  43. Top Retirement Prep Questions to Ask Clients

    Is your client really ready for retirement? Here are some essential questions to ask.
  44. Tips for Dealing with a Subpar 401(k)

    Here's how financial advisors can help clients enrolled in subpar 401(k) plans.
  45. Advisors: Tap Peers for 'Second Opinions'

    When it comes to knowledge, more is better. And everybody wins when advisors seek second or third opinions for their clients ...
  46. The Impact of the 401(k) Court Ruling on Advisors

    The Supreme Court's recent ruling on 401(k)s has many implications for financial advisors. Here's a look.
  47. Retirement Plan Options for Small-Business Owners

    Small-business owners and self-employed individuals are responsible for funding their own retirement. The SEP-IRA and solo ...
  48. Save Your Retirement from Unscrupulous Advisors

    The best way to avoid IRA sabotage caused by high fees and advisors selling expensive investment products? School yourself. ...
  49. Career Advice: Management Consulting Vs. Investment Banking

    Compare the career opportunities available in management consulting and investment banking. Learn about salaries, skills ...
  50. Career Advice: Management Consulting Vs. Law

    Compare the career opportunities between management and law using such criteria as skills needed, starting salary and work-life ...
  51. Career Advice: Management Consulting Vs. Private Equity

    Compare the career paths of management consulting and private equity, using criteria such as skills needed, starting salary ...
  52. Career Advice: Management Consulting Vs. Hedge Fund

    Compare careers in management consulting and hedge funds using criteria such as skills needed, educational requirements, ...
  53. Top Tips for Picking a Wealth Management Firm

    The advisor managing your assets has the potential to change your retirement fate. Here are some tips to get you started ...
  54. Fidelity Helps Advisors Drop Unprofitable Clients

    Fidelity has introduced a program for advisors that allows them to drop less affluent clients while still earning referral ...
  55. 5 Ways to Merge Marketing and Your Hobbies

    Marketing your services is an ongoing part of your business. There's no better way to do it than by engaging in activities ...
  56. Should You Work At A Boutique Investment Bank?

    Boutique investment banks are consistently increasing their marketshare. Should you consider a job at a boutique instead ...
  57. Top 10 Must-Read Books for Finance Professionals

    Interested in the financial world? Here are some books that provide keen insight into its history and how it works.
  58. How Does Wealthfront Work and Make Money?

    Wealthfront is a financial technology company that uses software to manage assets for its clients. To open an account, clients ...
  59. Can You Really Trust A Robo-Advisor?

    Discover the benefits robo-advisers offer over or in conjunction with financial advisers, and learn why they are important ...
  60. A Financial Advisor’s Job Is Not to Beat the Market

    Understand what the real job responsibilities of a financial advisor are, and why they do not include picking investments ...
  61. Top 5 Web-Based Platforms Used by Financial Advisors

    Read about some of the best online software for financial advisers, and learn what these tools can do to make a financial ...
  62. 5 Traits the Worst Financial Advisors Share

    Learn how the worst financial advisers tend to share common traits, including greed, arrogance, ignorance and being difficult ...
  63. RIAs and Brokers: What's the Difference?

    RIAs and brokers are held to different standards when providing investment advice. Here's how they differ.
  64. Ready to Retire? Ask Yourself these 7 Questions

    Feeling ready for retiring? Before you make the jump, ask yourselves these questions.
  65. Wealthy Clients are Thirsty for Better Advice

    New research uncovers the ultra-weathy's fast-growing demand for better, in-depth investment advice.
  66. 5 Questions to Ask Yourself Before Retiring

    Before you retire, it's important to ask yourself these questions to ensure you're ready.
  67. Is EMQQ the Best ETF Bet for China?

    There are many ETFs that track Chinese equities, but this one is unique. Here's why.
  68. How Advisors Can Compete with Robo-Advisors

    There are lots of solutions that enable advisors to meet the demands of tech-savvy clients and compete with robo-advisors. ...
  69. Question the Funds Picked By Your Financial Advisor

    Learn the importance of having a financial adviser whom you can trust and why questioning the funds he selects is part of ...
  70. Financial Advisors: Social Media Is a Gold Mine

    Learn how social media is a gold mine for financial advisers. Maintaining a social media presence enables you to reach customers, ...
  71. 'Man Up': 3 Tips for Working with Male Clients

    Male clients aren't always financially literate. Here's how advisors can meet their needs.
  72. How to Decide When to Sell Mutual Fund Shares

    Whether actively-managed or index there is a need to monitor mutual fund holdings. Here's how advisors can help clients decide ...
  73. Top Referral Tips for Financial Advisors

    A referral from a friend, colleague or industry expert can go a long way in getting more prospective clients to give you ...
  74. Robo-Advisors, the Ultra Rich’s New Best Friend

    Explore the services offered by robo-advisers, and learn how their substantially lower fees can represent significant savings ...
  75. 4 Signs Your Financial Advisor Is Ripping You Off

    Pay attention to the habits of your financial adviser to avoid him ripping you off by commingling, churning, scamming or ...
  76. Indie Broker-Dealers with the Most Women Advisors

    How are women advisors represented at independent brokerage firms? Here are the top firms with the most women advisors and ...
  77. Why Robo-Advisors Might Not Last as Independents

    Robo-advisors are likely here to stay. But will the current crop of start ups get swallowed by big players?
  78. How Funds, ETFs Can Be Riskier than You Thought

    Here's why it's important to pay attention to the underlying holdings in ETFs and mutual funds and how they impact overall ...
  79. How Does Betterment Work and Make Money?

    Betterment charges incredibly low management fees when compared to traditional investment firms. How and why does it do this ...
  80. How Advisors Can Help Gen Y with 401(k) Issues

    Here's how advisors can help millennials get the most out of a 401(k).
  81. Brokers and RIAs: One and the Same?

    Brokers and registered investment advisors have some key differences. Here's what you need to know.
  82. Retirement Planning Do's and Don'ts for Advisors

    Helping clients prepare for retirement requires a mindshift from simply mananging their assets. This list of do's and don'ts ...
  83. SEC Audit? No Problem (If You're Prepared)

    Audits are unwanted and unpleasant, but by getting your proverbial ducks in a row ahead of time you can ease and simplify ...
  84. Chasing Gen-Y: Why Northwestern Bought LearnVest

    In an effort to stay relevant to a young generation of investors, Northwestern Mutual bought online moneymanager LearnVest. ...
  85. The Top Insurance Needs of Retirees

    While health insurance is the primary insurance need for retirees, there are other types advisors need to consider for their ...
  86. How Advisors Can Minimize Their Own Risks

    Risk management is important in any enterprise. But when it comes to the financial advisory business, the stakes are higher.
  87. How Advisors Can Help Clients Manage Old 401(k)s

    Helping clients manage their old 401(k)s is a huge retirement planning issue. It also presents opportunity for advisors. ...
  88. 4 Apps Every Financial Advisor Should Have

    Learn about some the best apps available to assist financial advisors to make their work easier and enable them to provide ...
  89. Top Reasons Why Advisors Don't Get Referrals

    These corrective steps will go a long way toward allowing financial advisors to stand out as being deserving of a referral.
  90. Couples: Avoid These 3 Big Financial Mistakes

    Money is one of the top reasons couples argue. Here are the major issues advisors need to be aware of to help couples avoid ...
  91. 7 Ways for Advisors to Be More Cyber-Secure

    How to get ahead of regulators—and hackers—on all things cybersecurity.
  92. Worried About Bond Market Liquidity? Try ETFs

    If you're looking for liquidity in the bond market, then turn to bond ETFs. Here is an analysis of 11 to consider.
  93. How to Plug Your Biggest Security Hole

    Bad security leaks can come from unexpected places. Implementing security best practices will help.
  94. Forget 401(k)s: Put Your Next Savings Dollar Here

    A 401(k) might be the post popular option for retirement savings, but there is another lesser-known option that may make ...
  95. 5 Traits the Best Financial Advisors Share

    Discover what the best financial advisers share in terms of the traits they possess, and learn what clients value most in ...
  96. Top 5 Software Programs Used by Financial Advisors

    Obtain information about the top five financial planning software programs that are most commonly used by professional financial ...
  97. The 5 Biggest Financial Advisory Firms in the US

    Read about the five largest financial advisory services firms in the United States, including big names such as Vanguard ...
  98. The Pros & Cons of a Financial Advisor Career

    Discover what a career as a financial adviser entails, and learn what pros and cons an individual faces when embarking on ...
  99. How Advisors Can Build a HNW Estate Planning Niche

    Here's how advisors can fill a void when it comes to serving the estate planning needs of high-net-worth individuals.
  100. Why Women FAs Prefer Some Indie Brokers

    Here's what some firms are doing right when it comes to recruiting and retaining female advisors.
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