Financial Careers Articles

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  1. Advisors: Your Blog Must Get These 5 Things Right

    What makes good content for financial advisor blogs? Here are some tips for turning out quality and engaging words.
  2. Mobile Banking: How Big Banks are Innovating With Fintech

    Here's how big banks are keeping up with fintech start-ups by launching their own mobile app offerings.
  3. Why Goals-Based Investing Deserves Your Attention

    Advisors need to be willing to make changes in their management styles and other business practices to stay current and relevant ...
  4. How to Increase ROI with Financial Planning Software

    Here are five strategies to increase ROI via financial planning software in the wake of the fiduciary rule.
  5. The Role of Chatbots in Financial Services

    Chatbots are becoming increasingly popular and playing a bigger role in financial services. Here's how they work and are ...
  6. How to Find a Financial Advisor / Planner

    How should you go about finding the right financial advisor? The first step is to figure out what sort of professional help ...
  7. Why Some Investors Have to Pay Taxes on a Loss

    Here's why some investors need to pay capital gains taxes even if they haven't sold any funds or made any portfolio changes—and ...
  8. How to Help Your Clients Avoid Identity Fraud

    Financial advisors should encourage clients to take these steps to avoid identity fraud.
  9. 3 Big Keys to Advisor Profitability

    Competition is fierce in today's financial advisory market. Here's how advisors can maintain profits and grow their business.
  10. Advisors: Here Is the Social Media You Should Use

    Being on social media is a valuable part of an advisor's digital marketing strategy. Here's where advisors find are finding ...
  11. How to Find the Truth in Financial Services Studies

    How do you find the real science today given an environment where there’s so much sensationalism and spin trying to present ...
  12. 8 Essential Tips For Retirement Saving

    Whether you're a saver or a financial advisor who wants to give clients a leg up, these 8 tips are essential for financial ...
  13. Estate Planning for Beginners: Part Three

    A primary purpose of most trusts is to provide a timetable for the distributions of assets where an outright distribution ...
  14. How Finding a Financial Advisor is Like Dating

    Finding a advisor is an emotional and financial investment. Make sure you choose one who will provide the support you need ...
  15. How to Keep Clients Coming Back to Your Website

    With many more Americans going online instead of other means to get their daily news, advisors should be building out their ...
  16. How to Nail Your Advisory Firm's Website

    Your website can be your most powerful tool for generating leads and establishing credibility and expertise. Here are tips ...
  17. Wahed Invest: A Look at the New Islamic Robo-Advisor

    For religious Muslims governed by Sharia, Wahed Invest Inc. is likely a welcome platform in the robo-advisor environment.
  18. Why 2016 Is an Especially Good Year to Donate to Charity

    If you've had a good year financially and you want to give back by supporting a charity, now might be a good time to do so.
  19. Here's Why Investors Don't Do Private Equity

    Private equity investments have become considerably more accessible and transparent in recent years.
  20. Zacks Offers Robo-Advisor Bent on Diversification

    The new robo-advisor from Zacks Investment Management may just have the most diversified portfolios among all robo-advisors.
  21. How Millennials Can Improve Finances on Their Own

    Here are a few things Millennials can do to improve their future financial standing.
  22. Cybersecurity: Stay Safe Online With These Tips

    No one can guarantee that any of us are 100% safe from cyber and identity related crimes, but we can make ourselves less ...
  23. Divorce and New Social Security Rules: What to Know

    Here’s what you need to know about divorce and Social Security under the new rules that went into effect earlier this year.
  24. Advisors: Are You Managing This Big Compliance Risk?

    A new study finds that supervision of electronic communications at financial advisory firms is falling short, putting them ...
  25. 3 Key Steps to Craft the Perfect Online Presence

    By utilizing social media, advisors can further showcase their personality and in turn build trustworthiness and authenticity ...
  26. Your Clients Are Probably Seeking ESG Investing Options

    Socially responsible investments have become increasingly popular among investors, but relatively few advisors have embraced ...
  27. When Maxing Out Your 401(k) Isn't a Good Idea

    Maxing out your 401(k) is a great accomplishment, but not always the best thing to do. Here are three times when it doesn't ...
  28. How to Write a Strong Bio for Your Website

    The second most read page on an advisor's website is usually their bio. Here's how to craft one that establishes trust and ...
  29. How Tech Advances the Advisor/Client Relationship

    It is essential that advisors provide a rich digital experience for wealth management to discerning clients.
  30. Don't Believe All the Statistics You Read About Finance

    Many of the so-called scientific studies that we read and hear about in the media are nothing but hype and best left ignored.
  31. Is Your CFP a Fiduciary Advisor?

    Not all CFPs operate as fiduciaries. Here's how to tell the difference.
  32. How Trump Could Repeal, Soften Fiduciary Rule

    Donald Trump has threatened to repeal the new fiduciary rule. Here’s what he could do if he wants to kill the rule in its ...
  33. What Some Advisors Think About a Trump Administration

    Many advisors think that the Trump administration will be good for the economy and their clients’ portfolios.
  34. Why Pro Athletes Need Financial Advice Too

    Many people believe that when a professional athlete gets a multimillion dollar contract, he or she must be set financially ...
  35. Are You Prepared for a Cyberattack?

    Many financial advisors aren't sure how they would combat a data breach that could compromise client data. Here are four ...
  36. 4 Compensation Plans for Wealthy Earners

    Here's what advisors need to know about non-qualified deferred compensation plans.
  37. Don’t Do These 4 Things With a Financial Windfall

    Getting a lump-sum payout from a pension, 401(k) or your rich uncle Albert can leave you feeling flush. The problem is staying ...
  38. How Advisors Can Use Tech to Capture Leads

    The majority of financial advisors may own CRM solutions, but relatively few effectively leverage the solutions to cultivate ...
  39. How to Retire with Just $500,000 Saved

    Here are three types of investments that can help generate a higher level of retirement income than Treasury securities without ...
  40. What Advisors Need to Know About Cross Selling

    FINRA is undergoing a review of the cross-selling activities of broker-dealers. Here is what the regulator is zeroing in ...
  41. Succeeding on Facebook: 3 Simple Steps for Financial Advisors

    With the right approach and appropriate plan of action, Facebook can help grow your financial services business. Here's a ...
  42. Financial Advisors Should Try These Digital Marketing Tools

    Advisors don’t need to be digital marketing experts to reap the rewards of being online. All they need to know is where to ...
  43. Learn to Avoid This Behavioral Bias When Investing

    A mental accounting bias and the inability of a portfolio to grow over time often results in severe liquidity problems down ...
  44. How to Navigate Social Security Claiming Changes

    A look at the changes to rules for claiming Social Security retirement benefits and what advisors need to consider to help ...
  45. How to Help Clients Harvest Tax Losses by Year End

    Here's how to help clients employ tax-loss harvesting to reduce their taxes before year end.
  46. Trump and Fintech: What Can Companies Expect?

    Trump’s influence on the financial technology sector could be good and bad, depending on what policies he actually enacts. ...
  47. Why Advisors Should Take Podcasting Seriously

    Are you podcasting yet? If not, here are five business benefits of starting a podcast that may help to change your mind.
  48. What to Look for When Looking for Financial Advice

    Good financial advice is timeless and timely; it never goes out of style. Here's how to identify the best type of advice ...
  49. What to Know About the SEC's Third-Party Exam Rule

    The SEC has given a proposal to board members that calls to outsource the advisor exam process to a third party, but the ...
  50. Technology’s Role in DOL Fiduciary Rule Compliance

    Incorporating the right technology is a crucial, early step to comply with the new fiduciary rule.
  51. 4 Ways to Connect with Clients on LinkedIn

    Here are four simple ways to connect with clients and prospects on LinkedIn.
  52. Small Business Owners: Take Advantage of Networking

    What do we really get out of going to networking events? A lot, actually—if you follow up.
  53. How to Help Clients Avoid Late IRA Rollovers

    Here are the things advisors need to consider when advising clients on late IRA rollovers.
  54. What Does an "Unsuitable” Variable Annuity Look Like?

    FINRA recently levied fines on a number of firms because they sold variable annuities that the regulator considered to be ...
  55. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  56. Here's Your End of the Year Financial Checklist

    Here’s a checklist for some financial housekeeping that can be addressed now—before you’re up to your neck in gift wrap and ...
  57. How to Talk to Clients After the Election

    Here are a few points to consider when talking with clients about the election to help them stay focused on their long-term ...
  58. A Trump Estate Tax Repeal? Not So Fast

    Donald Trump faces an uphill battle when it comes to his promise of repealing the estate tax. Here's why.
  59. A 12-Step Plan for Better Advisor Cybersecurity

    Cybersecurity represents a growing risk for advisors. Here is a 12-step blueprint to implement a plan while also keeping ...
  60. Why Cold Calling Still Works for Advisors

    Cold calling is the second most frequent way financial advisors land new clients. Here's how to reach out to clients in this ...
  61. What Trump's Presidency Means for Advisors, Retirement

    How could the Trump Administration's policies impact financial advisors and savers?
  62. How to Prepare for the Stages of a Divorce

    Divorce is about working through a life-transforming and emotional experience while also beginning to paint a new canvas ...
  63. Can Trump Roll Back the Fiduciary Rule?

    Donald Trump's improbable election and support for scaling back government regulations means that the DOL fiduciary rule ...
  64. Always Ask How Your Financial Advisor Gets Paid

    These are three ways advisors get paid. Some of them might surprise you.
  65. Avoid These 4 Roth IRA Mistakes in Estate Planning

    Beneficiaries will not be able to maximize their tax savings with a Roth IRA unless it is passed down in a certain manner.
  66. Top Takeaways from the DOL's Fiduciary Rule FAQs

    The DOL's first round of fiduciary rule FAQs addresses many key issues for advisors.
  67. Are You Losing Women Clients Because of This Behavior?

    Here's how "mansplaining" might be affecting your practice and how to stop.
  68. How to Rake In Referrals for Your Advisory Firm

    Referral business constitutes the lifeline of revenue that many financial advisory firms depend on. Here's what you can do ...
  69. Tech Firms Making Fiduciary Rule Compliance Easier

    Several companies have stepped forward to provide the financial advisory industry with assistance in achieving compliance ...
  70. What Clinton's Stance on the Rich Means for Advisors

    Hillary Clinton’s references to a progressive approach to dealing with Wall Street and the wealthy has some advisors concerned.
  71. Why Financial Advisors Love (and Hate) Donald Trump

    Based on personality, tax and economic policies, financial advisors are understandably split on Donald Trump. Here's what ...
  72. Small Business Owners: How to Deal With Stress

    As a small business owner, it's important to find ways to deal with your work stress so you can enjoy life's ride.
  73. How to Minimize Estate Taxes via Charitable Giving

    Here are several ways to reduce your taxable estate while providing a gift to a worthwhile cause.
  74. AUM Grows Faster for Advisors Who Leverage Tech

    Financial advisors can maximize assets under management growth by adopting technology—just make sure you're using the right ...
  75. How Advisors Can Use Google Trends for Digital Marketing

    How can financial advisors use Google Trends as a digital marketing tool? Here's a primer on how it works.
  76. What Inspires Your Wealthy Clients to Give Back

    New research about high net worth philanthropy shows that values drive giving decisions—and that donors plan to keep on giving ...
  77. How to Evaluate Financial Advisors Via BrokerCheck

    Many people research restaurants or movies, but few select brokers or financial advisors with much due diligence. Here's ...
  78. How to Attract and Retain Millennial Advisors for Your Practice

    Practices looking to attract and retain Millennial advisors should consider these tips.
  79. Delaying Taking Social Security: What to Consider

    Ready to cash in on your retirement? Here's how waiting to take Social Security can save you money in taxes and other ways, ...
  80. Half of Advisors Missed 2015 Growth Targets: Study

    A new report reveals that more than half of advisors missed their growth targets in 2015.
  81. Not on Social Media Yet? You May Be Losing Clients

    If you’re a youngish advisor and still not on social media, consider the changing landscape. You could be losing clients ...
  82. Is the Amazon-UBS Partnership the Future of Advice?

    Is the technology partnership between UBS and Amazon a sign of the future of financial advice?
  83. Asset, Wealth Manager M&A Was Up in Q3; Value Fell

    The third quarter of 2016 saw an increase in M&A activity among asset and wealth managers says a new report, but the value ...
  84. 5 Ways to Prospect for Clients via LinkedIn

    LinkedIn provides an opportunity to prospect for new clients. Here are five ways to go about it.
  85. How to Help Clients Invest an Inheritance

    Here's how to help clients invest an inheritance to ensure they have a solid retirement nest egg.
  86. Retirement for Advisors: Transitioning to a Lifestyle Practice

    Advisors who are nearing the end of their careers also need to think about how they would like to transition out of their ...
  87. DOL Releases First Round of Fiduciary Rule FAQs

    The DOL has published the first round of FAQs, answers to 34 frequently asked questions, on the new fiduciary rule.
  88. DOL Fiduciary Rule: Everything You Need to Know

    The Department of Labor Fiduciary Rule is a new ruling that expands the “investment advice fiduciary” definition under the ...
  89. Big Financial Firms Are Betting on Bank Chatbots

    Big financial firms are building chatbot technology into full-service automated assistants that can help customers with almost ...
  90. Advisors: Tips on Attracting the Best Types of Clients

    There are several steps that financial advisors can take to find the ideal client, and to weed out ones they'd least prefer ...
  91. 7 Steps to Advisor SEO Success

    These seven tips will help optimize search engine optimization, which is crucial to get maximum exposure and help prospects ...
  92. Why Focusing on One Niche Can Hurt Financial Advisors

    Niche marketing can be extremely lucrative, but it also comes with some drawbacks that financial advisors should be aware ...
  93. Here's One Tech Solution to the Fiduciary Rule for Advisors

    New technology is helping advisors to stay on top of compliance issues and meet the fiduciary standard—among other things. ...
  94. 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 ...
  95. Do You Know How Your Clients Will Change By 2021?

    Here are some ways that independent financial advisor firms can be prepared to serve the evolving clients of 2021 and beyond.
  96. This One Thing Can Ruin Your Advisory Firm's Website

    Content may be king, but it won't matter how good your blog is if would-be readers click away before the page loads.
  97. The 5 Best Ways to Start Building Wealth

    There is a big difference between earning money and being wealthy. Here are some ideas to get you on track to grow your wealth.
  98. Advisors Are Ignoring This Increasingly Wealthy Demographic

    Advisors are largely ignoring one of the country's fastest-growing wealth demographics: African Americans.
  99. 5 LinkedIn Must-Dos for Financial Advisors

    Social media is key to a digital marketing strategy. To make the most of LinkedIn, advisors should do these five things.
  100. Advisors: Do You Know What Millennial Clients Want?

    A recent study sheds light on Millennials and what kind of clients they're likely to be.
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