Financial Careers Articles

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  1. How to Write Better Investment Commentary

    If you're providing any type of expertise to clients in writing, it pays to make it high quality. Here's how to do that. ...
  2. Millionaire Households Reach Record High in U.S.

    Millionaire households in the U.S. reached a record high in 2015, a recent study by Spectrem Group has found.
  3. Can You Save Too Much for Retirement?

    Planning how much you need for retirement is not an easy task—there are many variables to consider. Here's a little help ...
  4. How Annuities Can Boost Your Retirement Confidence

    If you are ready to be more confident about living comfortably in retirement, having a guaranteed lifetime income via an ...
  5. 6 Questions to Ask a Financial Advisor

    Here are 6 questions you should ask to get to know a financial advisor before entrusting them with your financial well-being.
  6. How to Interview Your Financial Advisor

    When it comes to choosing a financial advisor, investors have to do homework. That means interviewing multiple advisors and ...
  7. How Women Face Unique Retirement Challenges

    Women face different retirement planning challenges compared to men. Here is an overview.
  8. Will Raising the Retirement Age Save Social Security?

    Social Security is the federal government’s biggest expenditure. Here's why raising the age of retirement may not be a bad ...
  9. Helping Clients Weigh College Financial Aid Offers

    Now's the time for reviewing financial aid offers, which can often be confusing. Here are a few tips to help clients make ...
  10. T. Rowe Price vs. Fidelity: Comparing Small Business 401(k) Providers

    Read about two reputable 401(k) providers offering plans for small businesses, and learn more about which services and features ...
  11. The Best Robo-Advisors for Beginner Investors

    There are a handful of robo-advisors that may be a good fit if you're just starting out. Here's a peek at one with no fees ...
  12. How Boomer Advisors Can Groom Successors

    Boomer business owners need to start thinking about an exit strategy if they haven't yet done so. Here are some tips on grooming ...
  13. 6 Personal Finance Apps that Help Keep Costs Down

    Here's a list of popular personal finance apps that advisors may want to recommend to help clients improve the way they save, ...
  14. About Investopedia's Advisor Insights

    For the many financial advisors who have shown interest in Investopedia's new Advisor Insights platform, here are answers ...
  15. Here's the Best Way to Skirt Capital Gains Taxes

    Taxpayers who know the rules for netting gains/losses can generate additional losses to net against the taxable gains in ...
  16. Why ETFs Will Eventually Trump Mutual Funds

    Exchange-traded funds are growing rapidly in popularity and may well overtake their traditional open-ended cousins at some ...
  17. Advisors: Watch Out for Confirmation Bias

    Here's how advisors can make sure that confirmation bias does not color their own perceptions as they manage clients’ portfolios.
  18. These Investors Needs More Advisor Attention

    Women live longer than men and their post-retirement finances are in jeopardy. A new report by the National Institute for ...
  19. How Vanguard is Dominating Robo-Advisor Arena

    In less than a year, Vanguard’s robo-advisor platform has accumulated a whopping $12 billion in assets. Here's how.
  20. Planners: New DoL Rule Won't Require Much Change

    Financial experts are all atwitter about what to expect with the DoL's new fiduciary bill. As of now, here's what planners ...
  21. The Most Useful, Popular Podcasts for Advisors

    Podcasts are a good way for advisors to keep on top of their industry and learn valuable techniques to grow their practice. ...
  22. This Annuity Robo Wants to Transform the Market

    Annuities picked and sold without the intervention of an insurance agent? Here's a website that's trying to be the robo-advisor ...
  23. The Impact of Fiduciary Rules on 401(k) Advisors

    The final version of the DOL’s fiduciary rule provides some relief for advisors who serve 401(k) plans.
  24. 4 Signs It's Time to Fire Your Financial Advisor

    Financial advisors provide valuable advice, but if your advisor communicates poorly, then it may be time to fire them.
  25. RIAs: Here's What to Know About the Fiduciary Rule

    The real impact of the new Department of Labor bill has yet to be felt in the retirement industry, but changes are coming. ...
  26. Advisor Insights: What You Need to Know

    Advisor Insights seeks to connect Investopedia's 20 million users to the many financial advisors who use Investopedia. There ...
  27. Merrill Edge vs. Edward Jones: Comparing Small Business 401(k) Providers

    Read about 401(k) plans for small businesses offered by two national providers, one delivering service online and the other ...
  28. Panama Papers: What Advisors Need to Know

    Here is how clients may be impacted by some of the issues brought to light by the Panama Papers.
  29. Top 401(k) Shortcomings: What to Know

    Many 401(k) plans are riddled with flaws that can impede retirement savers in many ways. Here are ten of the most common ...
  30. Do Advisors Give Worse Advice to Women?

    If you think your portfolio is under-performing and you are not being heard, whether there’s gender bias or not, you have ...
  31. How the New Fiduciary Rule Will Impact Investors

    The DOL's new fiduciary rule is now in effect. Here are a few areas where individual investors, including clients and prospects, ...
  32. Social Security: How to File and Suspend Online Before 4/29

    If you’re between the ages of 62 and 70, you could add up to $60,000 to your Social Security benefits if you file for and ...
  33. Why ETFs Are So Popular with Financial Advisors

    Liquidity, convenience, diversification, transparency and tax efficiency at a low cost: It's no wonder why financial advisors ...
  34. Retired with an HSA? How to Make the Most of It

    Here's how advisors can help retired clients make the most of HSAs and avoid mistakes.
  35. Financial Engines Broadens Advice Offerings

    Financial Engines is broadening its services to include insurance and healthcare advice.
  36. 5 Tips for Those 5 Years Away from Retirement

    Whether helping a new client or working with long-time clients, here are five financial planning tips for those within five ...
  37. How to Forecast Rite Aid's Revenue (RAD)

    Learn a framework for using key performance indicators as a way to forecast Rite Aid's revenue growth on both a quarterly ...
  38. Six Things Bad Financial Advisors Do

    So you've gone to the trouble and expense of hiring a financial advisor. Here's how to decide whether they're doing you right ...
  39. 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.
  40. File & Suspend Ends April 29th: How to Adjust

    Retirees, near-retirees and their financial advisors are about to lose a $60k Social Security loophole. Act fast or find ...
  41. Money Fund Alternatives for 401(k) Plan Clients

    Upcoming changes to money market fund rules may trigger changes in options offered by many 401(k) plans. Here are some alternatives ...
  42. How to Use Strategic Alliances to Win HNW Clients

    Advisors looking to land wealthy clients can often improve their chances by forming strategic alliances with other financial ...
  43. Top Tips for Creating a Web Portal for Clients

    Fostering communication and workflow with clients via a secure, web-based portal should be of the utmost importance for advisors. ...
  44. What Shrinking Ultra-Rich Ranks Mean for the Rest of Us

    Why are the ranks of the super-rich shrinking, and does it point to any larger trends that could affect the average investor?
  45. Robo-Advisor Ellevest: Women-Focused and Stealthy

    Ellevest is a yet-to-be-launched online financial services portal aimed at women. Here's what we know so far about this stealth ...
  46. Why Wirehouses are Winners Under Fiduciary Rule

    Under the final fiduciary rule wirehouses will see less restrictions than originally thought.
  47. Some Annuities Lose Fiduciary Rule Exemption

    Fixed-indexed annuities have lost an exemption under the final fiduciary rule, a move that wasn't expected.
  48. How Tech Can Help Advisors with the Fiduciary Rule

    Here's why financial advisors may want to consider investing in new technology to help them cope with the DoL's new fiduciary ...
  49. How to Guide Married Clients Who Fight About Money

    Money is a top conflict among couples. Here's how to deflate the tension so that couples can focus on maximizing their finances, ...
  50. Why Fiduciary Rule is Good News for Small Plans

    Under the new fiduciary rule small business owners may be subject to less risk for the plans that they sponsor. Here's why. ...
  51. SEC Derivatives Rule May Limit Diversification

    The SEC has proposed rules that will limit the use of derivatives by fund managers. Critics believe the rules will impede ...
  52. Should You Change Your Retirement Portfolio?

    The government's new fiduciary rule is a reason to look hard at your retirement savings and consider replacing those that ...
  53. Long-term Care Policies: Not All Created the Same

    All long-term care policies have unique advantages and disadvantages. Here's an overview.
  54. How New Pro Athletes Can Secure Their Finances

    You’ve made it to the show. That means now is the best time to look beyond your playing days.
  55. Natixis Global Asset Management: Investment Manager Highlight (NTXFY)

    Read about the investment operations of Natixis Global Asset Management, a multiaffiliate manager with $870 billion in worldwide ...
  56. Where Does the Economy Go from Here?

    Is the economy headed in the right direction or toward doom and gloom?
  57. Advisors: How to Podcast Your Way to More Clients

    Financial advisors can leverage podcasting to increase their brand awareness and earn new business. Here's how.
  58. What Advisors Think of Ted Cruz

    Here's why some advisors favor Ted Cruz over the other presidential candidates.
  59. How to Land Affluent Business Owners as Clients

    Successful business owners comprise a substantial portion of affluent households in America. Here are some tips on how advisors ...
  60. How African-American Savers Are Changing

    Although African Americans are still somewhat hesitant when it comes to retirement planning and investing in the stock market, ...
  61. Why Clients Leave Their Advisors

    Clients fire financial advisors for many reasons. Here's a rundown on why they're likely to do so and how to avoid losing ...
  62. How to Grow Your Advisory Business by Blogging

    Even if you're not a writer, blogging is one of the best online marketing moves you can make to grow your business. Here ...
  63. A Guide to Social Security Dependent Benefits

    Advisors and their clients tend to focus on Social Security retirement benefits. Social Security also offers dependent benefits. ...
  64. Long-Term Care Policies: Why They're Worth It

    Long-term care insurance can be a godsend for those who need it for an extended period of time. Read on for more about this ...
  65. How Human Advisors Can Compete with Robo-Advisors

    Robo-advisors and traditional financial advisory firms both have a place in the market. Here's how traditional advisors can ...
  66. Mesirow Financial: Investment Manager Highlight

    Read about the investment management operations of Mesirow Financial, an employee-owned financial services firm with $96.8 ...
  67. Henderson Global Investors: Investment Manager Highlight (HGG.L)

    Read about the global operations of Henderson Global Investors, a London-based asset manager with more than $136 billion ...
  68. Pictet Asset Management: Investment Manager Highlight

    Read about Pictet Asset Management, a privately held Swiss investment management company with more than $150 billion in assets ...
  69. Affiliated Managers Group: Investment Manager Highlight (AMG)

    Read about the multiaffiliate business model employed by Affiliated Managers Group, a global investment manager with $611 ...
  70. What Type Of Person Needs A Financial Advisor?

    What kind of person should enlist the help of a financial advisor and who might be better off going it alone?
  71. 4 Tips on Being Upfront About Fees with Clients

    Advisors should be proactive in discussing fees so clients know what they are paying. Here are some pointers in how to start ...
  72. Robo-Advisors: Top Challenges for Tapping China

    Robo-advisors and advisors at large face cultural challenges as they seek to break into the Chinese market. But as trends ...
  73. New Road Warrior Apps for Advisors

    Financial advisors who frequently work on the road or at home will likely find some value in this roundup of new apps to ...
  74. A First Look at the Finalized Fiduciary Rule

    The final version of the long-awaited DOL fiduciary rules were watered down. Here's how they look, the potential impact and ...
  75. Advisors on the Air: Tips for Hosting a Radio Show

    Hosting a radio show is a great way for financial advisors to reach new clients. Here are some tips on how to generate quality ...
  76. Tips on How to Delay RMDs for Working Clients

    Qualified plan participants who work past age 70½ can delay taking required minimum distributions if they qualify. Here's ...
  77. How Working Longer Impacts Social Security

    A look at the impact of working longer on Social Security retirement benefits.
  78. How Advisors Can Get Good PR During Tax Season

    Here are some tips on how advisors can get the best possible PR from their marketing efforts during tax season.
  79. How the Fiduciary Rule Could Save Investors $17B

    Supporters of the new "fiduciary rule" say it could save Americans with IRAs and 401(k)s around $17 billion per year, but ...
  80. Vanguard Raises Fees on 52 Funds...Or Did It?

    A Vanguard expense ratio watcher claims that it raised fees on 52 funds over the last 6 months. Vanguard says it didn't. ...
  81. Potential Impact of New Fiduciary Rules on RIAs

    A look at how RIAs and fee-only advisors will be impacted by the DOL's new fiduciary rule.
  82. Pioneer Investments: Investment Manager Highlight (UCG, SAN)

    Read about the business operations of Pioneer Investments, a global investment firm with more than $243 billion in assets ...
  83. Fiduciary Rule Impact: How it's Already Being Felt

    The fiduciary rule will be announced today but it's impact is already being felt. Here's how.
  84. How Advisors Must Ramp Up Tech for Fiduciary Rule

    Advisors will need to upgrade their tech to comply with the DOL's fiduciary rule. Here's an overview.
  85. How to Prep Your Tech for the Fiduciary Rule

    The fiduciary rule will force many advisors to restructure their businesses. Those who start upgrading their technology now ...
  86. Grow Your Referrals from Pros with These Tips

    Getting referrals from other professionals can be one of the best ways to grow your business. Here are five ways to do it.
  87. Advisors: How to Sell Your Practice to a Larger Firm

    Selling any business can be fraught with risks and obstacles and financial advisory firms are no different.
  88. Growth Investing: Famous Growth Investors (PRGFX)

    Find out who were the most famous growth investors of their time, and learn about the investment strategies that made them ...
  89. Why Rollover Your Retirement Assets into an IRA?

    If you're in the workplace now, chances are you'll ask yourself this question eventually: 'Should I rollover to an IRA?' ...
  90. Jamie Dimon's Success Story: Net Worth, Education & Top Quotes (C, JPM)

    Learn how Jamie Dimon did not waste time making a mark in the family business by creating one of the most successful financial ...
  91. The Fiduciary Rule and IRA Rollover Conflicts

    The pending fiduciary rules proposed by the DOL could put a real crimp in rollovers from 401(k) plans to IRAs.
  92. The Deadline for Catch-Up Contributions: April 18

    Those who want to maximize their retirement plan contributions can still make a prior-year contribution for 2015. Don't miss ...
  93. Salesforce's New Advisor-Focused Cloud Offering

    A solid client-advisor relationship is the foundation of reputable advisory firms. Here's a look at how Salesforce.com's ...
  94. Is the 80% Retirement Rule Valid for Clients?

    Is the 80% rule of thumb for retirement spending a reasonable one?
  95. How Advisors Can Hire Successfully and Smartly

    The hiring process can be fraught with ups and downs for financial advisor firms. Here are some tools they can use to help ...
  96. Dimensional Fund Advisors: Investment Manager Highlight (BA, IBM)

    Read about Dimensional Fund Advisors, a global asset management company founded on transforming academic research into practical ...
  97. How Black Millennials Are Closing the Wealth Gap

    African American Millennials are setting up their future children and grandchildren to succeed. Here's how.
  98. Reverse Mortgages: Right for Clients? Not Often

    Reverse mortgages are a legitimate vehicle for folks age 62 and up to tap into the equity in their homes for other uses. ...
  99. Tax Tips for RMDs on Big 401(k) Balances

    Have a large 401(k) balance? Here are some ways to reduce taxes on required minimum distributions.
  100. How SEC and DOL Fiduciary Standards Could Differ

    SEC fiduciary standards could differ from what the DOL has proposed, causing more confusion about the impact of the rule. ...
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