Financial Careers Articles

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  1. 7 Tips for Year-End Financial Planning

    There is always a rush to get financial planning tasks done at year's end. Here are some tips to help ease the crunch.
  2. Top Tips for Helping Clients Through a Divorce

    It may take a delicate touch to properly assist clients who are going through a divorce. Here are some tips.
  3. How RIAs and Independent Broker-Dealers Differ

    There are many types of financial planners. Here we break down what sets RIAs apart from independent broker-dealers.
  4. How to Help Worried Clients See the Big Picture

    Advisors can have a tough time selling clients on the bigger picture, especially when the market is volatile. Here's how ...
  5. Illiquid Real Estate: Correlation Pros and Cons

    Stock and bond markets are moving more closely in tandem with each other. Is illiquid real estate the vaccine for this correlation? ...
  6. How to Manage Fixed Income as Interest Rates Rise

    A look at how to manage fixed income amid the specter of rising rates, correlation to stocks, client expectations and more. ...
  7. Are ETFs the Best Way to Diversify with Bonds?

    Are bonds safe or risky right now? It depends on the type of bond and how you invest in them.
  8. Want to Start Up an RIA? Expect These Hurdles

    RIAs looking to strike out on their own need to overcome and plan for a number of hurdles.
  9. How to Use Boring CDs to Diversify

    Markets are volatile and are in for more punishment. CDs can help investors earn some interest while they're waiting out ...
  10. How Legacy Planning Can Help Capture New Clients

    Don’t underestimate the importance of legacy planning with your clients—it could serve as method for you to create new business ...
  11. Top Tips for Diversifying with Exotic Currencies

    Is there an opportunity in exotic currencies right now, or are you safer sticking to the major ones?
  12. Top Investment Banks In The Energy Industry

    Many global Investment banks are highly involved in the energy industry, but there are also some smaller banks and boutiques ...
  13. 5 Top-Rated Funds for Your Retirement Portfolio

    Mutual funds are a good choice for emotional investors. Here are five popular funds to consider.
  14. Tips for Retaining Your Client's Heirs

    It's a good idea to start working with your clients' children early on to forge relationships and hopefully continue to manage ...
  15. The Pros and Cons of a Hybrid Advisor Practice

    Deciding whether or not operating as a hybrid makes sense for your practice? Consider the following first.
  16. How Advisors Can Adapt to, Attract Gen Y Clients

    A look at how advisors who want to attract the up and coming Millennial generation will have to evolve and adapt their practices. ...
  17. How to Better Connect with Your Advisory Clients

    You want to show clients that you're more than just a money manager. But you can't make meaningful connections if you don't ...
  18. How to Protect Retirement and Help Adult Kids

    Parents can both protect their retirement money and help their adult kids. Here's how.
  19. Why Women Are Underprepared for a Spouse’s Death

    Women are typically less prepared for the death of a spouse than men. An advisor can help mitigate some of the financial ...
  20. How Advisors Can Carve Out a Social Media Niche

    Social media is a great way for financial advisors to build a brand and potentially generate leads if it’s properly used. ...
  21. 3 Benefits of Working Longer (and Retiring Later)

    There are many reasons why folks in their 60s may want to keep working until at least age 70. Here are three.
  22. How Advisors Can Thwart the Robo-Advisor Threat

    Here's how financial advisors can take a number of steps to mimic some of the more successful aspects of a robo-advisor business.
  23. Top Tips for Diversifying with Mutual Funds

    Are mutual funds becoming obsolete? If they have something to offer, which funds should you consider for diversification? ...
  24. How to Get Free Social Security Spousal Benefits

    Married couples should thoroughly examine whether they are eligible to collect free spousal benefits on their Social Security ...
  25. Career Advice: Financial Planner Vs. Wealth Manager

    Understand the differences between a career in financial planning and wealth management, and identify which is better for ...
  26. Career Advice: Accountant Vs. Financial Planner

    Identify the key differences between a career in accounting and financial planning, and learn how your personality dictates ...
  27. Why Some Celebs Say 'No Inheritance for My Kids'

    To some of the super rich, inherited wealth is not the ultimate gift, it's a burden. Here's how their children—as well as ...
  28. Social Security COLA in 2016? Not Likely

    A cost of living increase for Social Security doesn't look likely in 2016. Here's what retirees should know and what they ...
  29. This Group is the Most Underprepared to Retire

    More than any other demographic, this group is woefully underprepared for retirement. Here's what they can do to change that. ...
  30. Advisors: Why Older Clients Need Housing Help

    When was the last time you talked to your clients about housing in retirement?
  31. Why Advisors Must Create a Mobile Strategy NOW

    Mobile devices will replace laptops and desktops. Financial advisors must deal with this revolution to ensure their marketing ...
  32. How to Create a Retirement Co-Op in Your Community

    As the retirement boom continues, retirement co-ops are growing in popularity. Here's how to set one up in your community. ...
  33. 10 Must Watch Documentaries For Finance Professionals

    Find out about some of the best documentaries that finance professionals can watch to gain a better understanding of their ...
  34. Fund and ETF Strategies for Volatile Markets

    Looking for short-term fixes in reaction to market volatility? Here are a few strategies — and their downsides.
  35. Top Tips for Maximizing Social Security

    Between delaying filing, claiming strategies and taking advantage of special marital benefits, there are several ways to ...
  36. Career Advice: Investment Banking Vs. Corporate Finance

    Read an in-depth review and comparison of a career in investment banking and a career in corporate finance, with advice about ...
  37. Career Advice: Stockbroker Vs. Insurance Agent

    Compare and contrast careers as a stockbroker and insurance agent. Understand the skills and attributes required for success ...
  38. 5 Things To Ask Before Hiring A Financial Advisor

    Choosing a financial advisor isn't an easy task. Here's a list of the most important things to consider when planning for ...
  39. Is Your Financial Advisor Picking the Right Mutual Funds?

    Learn about the different types of mutual funds and how to know if your financial advisor is choosing the right funds for ...
  40. Career Advice: Accountant Vs. Controller

    Learn about the differences between controllers and accountants, how the two are related and which is the best career choice ...
  41. How Brokers are Candy-Coating Alternatives

    Alternatives have become a sexy choice for many advisors. But they also come with additional risks that are not always clearly ...
  42. Advisors: Clients Want These Three Things from You

    Calmness, transparency and credentials (and more) are the key elements clients look for when selecting a financial advisor.
  43. Hiring a Financial Advisor? Look for the CFP Label

    Don’t skimp on the CFP designation. Here's why those three letters show that someone is qualified in financial and investment ...
  44. Dodging the Dangers of Self-Directed IRAs

    Self-directed IRAs are an attractive option for investors looking to build nest eggs. But they should exercise caution in ...
  45. When Taking Social Security Early Can Make Sense

    Sometimes it makes financial sense to take Social Security early. Here's a look at when this might be a good idea.
  46. How to Help Clients Navigate Open Enrollment

    With companies trying to pass on more costs to employees, making the right choices during open enrollment is more important ...
  47. How to Diversify with REITs

    REITs can be a quality addition to a portfolio for diversification. Here are several to add to your watch list.
  48. Using Tax-Loss Harvesting to Keep Your Gains

    Harvesting tax losses is a key skill that investors can use to keep more of their money in their pockets the next time they ...
  49. Could Robo-Advisors Overtake 401(k) Providers?

    Despite the lower cost and tech efficiency, it will most likely take robo-advisors several years to make a real impact in ...
  50. The 6 Best Financial Advisors in Los Angeles

    Understand what makes a financial advisor a good choice. Learn about the top six best financial advisors in the greater Los ...
  51. Middle Market Investment Banks

    We take a close look at investment banks working with middle market companies.
  52. Career Advice: Stockbroker Vs. Financial Advisor

    Read a detailed comparison between life as a stockbroker versus a financial advisor; find out how the two are different and ...
  53. The 6 Best Financial Advisors in Chicago

    Understand what makes a financial advisor good and why it may be difficult to find one. Learn about six of the best Chicago-based ...
  54. How to Diversify with International Stocks

    Diversifying with international stocks can benefit most portfolios, but beware of country risk.
  55. How Retirees Should Prepare for a Rate Hike

    Janet Yellen has indicated that there will likely be a rate hike later this year. Here's how retirees should prepare.
  56. What Millionaires Fear the Most

    How much is enough? Millionaires feel major stress over this question.
  57. 4 Reasons Private Banking Is the Right Career For You

    Learn how a strong income potential, good hours, strong client relationships and low stress might make private banking the ...
  58. Top Investment Banks In The Real Estate Industry

    The real estate market relies on capital provided by large global investment banks.
  59. The Importance Of Tracking The Whisper Number

    Don't let the name fool you: Whisper numbers are making themselves heard. Here's why you should be paying attention.
  60. Retirement Looming? Here are 6 Essential Tips

    Planning on retiring in the next decade or so? Here is a checklist for both advisors and those planning on their own.
  61. How Fixed Index Annuities Yield Retirement Income

    For investors worried about outliving their income in retirement, fixed indexed annuities can help fill the gap. Here's how.
  62. How to Use Index Funds to Diversify Your Portfolio

    Index funds can act as quality diversification tools, but they can also present danger if you don't use them correctly.
  63. How to Launch a Wealth Management Firm

    Opening a wealth management firm is a complex process. By keeping these rules in mind, financial advisors can increase the ...
  64. Career Advice: Investment Banking Vs. Investment Management

    Review an in-depth comparison between investment banking and investment management, their respective career paths and which ...
  65. Dumb Things Financial Advisors Do to Repel Clients

    Want to run a succesful financial advisory practice? Here's a handful of things to do and NOT to do.
  66. The Pros & Cons of Alternative Investments

    Alternative investments are becoming popular investment vehicles for individual investors. Here are the pros and cons of ...
  67. Career Advice: Financial Analyst Vs. Investment Banker

    Read an in-depth comparison about working as a Financial Analyst vs. working as an Investment Banker, two highly prestigious ...
  68. An Undiscovered Growth Stock to Consider This Year

    Wall Street may not have uncovered this perfectly positoned defense company yet, but it will, and that could mean huge gains ...
  69. A Quick Explanation of How Short Selling Works

    Explanations of short selling can be hard to grasp. Here is a quick, realistic example.
  70. Key Metrics to Measure Your Advisory Practice

    These key metrics can help financial advisors measure their success.
  71. Growth of Alternatives via Wirehouses Explained

    Despite a six-year bull market run, alternative investments are gaining ground among wirehouses. Here's where advisors are ...
  72. How to Help Clients Plan a Phased Retirement

    The notion of phased retirement is gaining traction. Here's how advisors can help clients plan accordingly.
  73. How to Deal with Restricted Stock Units

    RSUs can be an important part of an employee's compensation package. Here's how to help clients understand how they differ ...
  74. Robo-Advisors Now Entering the 401(k) Market

    A look at Betterment's plans to offer an all-ETF online 401(k) plan.
  75. Career Advice: Financial Analyst Vs. Research Analyst

    Read an in-depth comparison between a career as a financial analyst and a career as a research analyst, including which one ...
  76. 3 Tips For Finding a Job in Private Equity

    Understand how difficult it is to break into the field of private equity, and increase your chances by preparing early and ...
  77. How to Ready Your Advisory Practice for Sale

    Advisors who plan to sell their practice need to consider these steps in advance.
  78. Why Are So Few Women in Finance? It's Complicated

    The number of women entering the finance world continues to decline for a variety of reasons but a game-changing new nonprofit ...
  79. 10 Things You Need to Know About Social Security

    Every saver should know these ten things about Social Security retirement benefits.
  80. Got Diversification? Check Out These ETFs

    ETFs are an excellent way to add diversification to your portfolio, but only if you choose the right ones.
  81. Top Investment Banks in the Healthcare Industry

    The same top-ranked investment banks dominate the healthcare sector. However, agile smaller banks may be gaining ground.
  82. Is Facebook Positioned for Long-term Success?

    Facebook is the world's dominant social ecosystem, with a massive reservoir of user photos and data
  83. Are You a Bottom-Up or Top-Down Investor?

    Both of these approaches are used to pick stocks. Here's a look at how they work.
  84. What Blackrock's Roboadvisory Entry Means

    A look at what BlackRock's acquisition of FutureAdvisor means for both roboadvisors and traditional advisors.
  85. How to Advise Clients with Frozen Pensions

    Financial advisors are on the front line in advising clients impacted by a frozen pension. Here's what they need to consider. ...
  86. Closed-End Funds: A Primer

    Closed-end funds have been around for a long time but remain largely misunderstood. Here's a look at how they work and the ...
  87. Top Dividend-Paying Stocks for Diversification

    If you're looking to diversify with dividend-paying stocks, these 16 companies have raised their dividends for 50 consecutive ...
  88. Does Loyalty to a Single Fund Family Make Sense?

    Does loyalty to a single fund family make sense? Here are some things to think about when it comes to dealing with just one ...
  89. Top Tips for Prepping Your Practice for a Sale

    There’s much more to selling a business than finding the highest bidder and getting cash. Here's some help.
  90. Turbulent Market? Affluent Clients Need Help, Too

    Many wealthy clients aren't so confident with investments during volatile markets, according to a recent study. That means ...
  91. Why When China Sneezes the U.S. Catches a Cold

    The size and breadth of the Chinese economy will naturally affect the U.S. Making clients aware of it can help manage portfolio ...
  92. Why Advisors Trust These Fund Firms the Most

    These fund firms are tops when it comes to being trusted choices for financial advisors. But Why?
  93. The 6 Best Financial Advisors in San Francisco

    Understand what makes a financial advisor good and what people should look out for. Learn about the top six financial advisors ...
  94. Career Advice: Financial Analyst Vs. Actuary

    Read an in-depth comparison between financial analysts and actuaries, what it's like to work as each and how to determine ...
  95. Strategies Advisors Can Use to Avoid Cyber-Attacks

    Cybersecurity is a growing concern for all entities. Financial advisors can avoid problems by being vigilant with these tested ...
  96. Beat Retirement Planning Anxiety with These Tips

    It’s never too early to start thinking about saving for a secure retirement. The key is to start early and not leave things ...
  97. Advisors: Which Certifications Are Essential?

    The right advisor credentials can make all the difference, but wading through some 100 certifications can be a challenge. ...
  98. Pension Advances: What You Should Be Wary Of

    The terms some pension advance firms require can be costly. Here's how to be sure your clients aren't making bad decisions.
  99. Smart Beta ETFs: The Pros and Cons

    Smart beta strategies are all the rage. Here's how they work, but consulting with an adivsor is essential to know if they ...
  100. Is Selling Life Insurance the Right Career For You?

    Learn why life insurance sales is a difficult career in which most people do not succeed, and understand what traits it takes ...
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Hot Definitions
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