Financial Careers Articles

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  1. How to Best Navigate Taxes in Retirement

    Here's a rundown on tax strategies that can help extend the life of a nest egg.
  2. Why Investors Are Bailing on Bond ETFs

    Investors are fleeing bond ETFs. Should you follow the herd? Hint: It depends on the type of bond.
  3. When Couples Have Different Risk Appetites

    Communication, compromise and frequent monitoring will lead to successful investing for spouses with different risk tolerances. ...
  4. 7 Cybersecurity Tips for Advisors

    The digital age has created a new breed of thief who can break into client files at any time, but there are ways to minimize ...
  5. Is a Bond Market Selloff Coming?

    A big investment management company is concerned about bond market conditions and allocating more capital to cash. Should ...
  6. Advisors Evenly Split on Robo-Advisors' Relevance

    A new study finds that advisors are split on the impact of robo-advisors.
  7. Tips for Protecting Clients from Scammers

    Predators now have more access to vulnerable clients than ever before; advisors should communicate with clients to better ...
  8. Indexing vs. Stock Picking: Which is Better Now?

    Indexing and stock picking both have positive and negative features. One has outperformed the other historically, but which ...
  9. How Advisors Can Help When a Service Member Dies

    Finances are probably last thing that survivors of our nation’s deceased service members want to deal with. Here's what advisors ...
  10. Top Ways Advisors Can Tap the Doctor Niche

    Advisors looking to develop a niche in servicing doctors should consider the following tips.
  11. How to Impress Clients: The First Meeting

    When meeting a prospective client you don’t want your first impression to be your last. Here are some tips to make sure there's ...
  12. Why Advisors Should Seek Out Wealthy Workers

    The majority of "high-net-workers" thinks an advisor would add value, but few use them. Financial advisors should see this ...
  13. Does Bernie Sanders Have A Chance?

    Bernie Sanders, an independent senator from Vermont, announced his candidacy for president last May. Does Sanders have a ...
  14. Top Digital-Age Tips for Financial Advisors

    The top ways financial advisors can leverage the tools of the digital age.
  15. Top Reasons Why Advisors Should Go RIA

    The top reasons why advisors should go RIA only.
  16. How Going Green Can Cut Your Taxes

    Investors looking to improve their bottom line via green investing without risk should take advantage of these tax credits. ...
  17. Those Who Retire Early Share These Traits

    Here's how people planning on retiring early prepare for what's ahead.
  18. These Broker-Dealers Offer the Highest Payouts

    For financial advisors shopping for a broker-dealer, it’s wise to examine their payouts and services.
  19. Why Use Principal-Protected Notes?

    Principal-protected notes are complicated and aren't for amateurs, but they can turn out some upside if used correctly.
  20. Fund Boards: What They Do and Why You Should Care

    Fund boards oversee management and operations of the fund on behalf of shareholders. Make sure you've got a board that will ...
  21. Top ETFs, Mutual Funds for Investing in Water

    The nation's water supply is declining as demand is increasing. This presents an investment opportunity, just mind your liquidity.
  22. Structured Notes: What You Need to Know

    Structured notes are complex, high risk and might not be suitable for individual investors. Here's why.
  23. Financial Advisors Are Showing the Love for ETFs

    ETFs surpass mutual funds in popularity among financial advisors for the first time.
  24. Are Robo-Advisors a Better Alternative to Professionally Managed Funds?

    Robo-advisors are the wave of the future. They are programs that provide multi-level management of an investment portfolio ...
  25. 11 Big Stocks Hated by Analysts

    These 11 stocks get the lowest rating from Wall Street, but some are worse than others.
  26. Why You Should Consider These Closed-End Funds

    Advisors looking to recommend closed-end funds to clients might want to consider ones that have withstood the test of time. ...
  27. The Top 10 Summer Reads for Financial Advisors

    Here is a list of 10 books for advisors who want to unplug but still bone up.
  28. Top Spots to Wine & Dine Clients in San Francisco

    From urban hangouts populated with techies to seafood grills dating back to the Gold Rush, here are San Francisco's best ...
  29. Stocks and ETFs for a Teetering Stock Market

    Here's what investors should do when the stock market is teetering.
  30. RIA Dealmaking Levels Off

    M&A activity in the RIA field has leveled off as sellers look to increase their value and buyers look for firms that will ...
  31. Why Advisors Should Focus on the Emerging Affluent

    The emerging affluent of today are well positioned to be the millionaires of tomorrow presenting opportunity for advisors. ...
  32. Why Millionaires are Running Scared

    Most millionaires don't identify as rich and worry about maintaining their wealth. Here's why.
  33. What Triggers an SEC Audit?

    Advisors looking to avoid an SEC audit should pay heed to this list of what may catch the regulator's attention.
  34. Top Spots to Take Your Clients in Miami

    Miami's dining scene is diverse. Here's a list to help narrow down the appropriate places to take clients.
  35. $3M Question: Dream Wedding Or Dream Retirement?

    Wedding season is in full swing, though millennials may be putting off marriage more than previous generations, wedding budgets ...
  36. Phew! IRA Tax Fixes Possible Through Oct. 15

    Tax season ended April 15 but you've got until Oct. 15 to correct errors, including those to do with Roth and traditional ...
  37. How Financial Advisors Lose Clients

    Being a financial advisor isn't easy, but your chance of success is much higher if you avoid the most common mistakes that ...
  38. How to Help Clients with Cash Flow Issues

    Sometimes your spending gets out of hand or income has a hiccup. Here's how financial advisors can help clients who have ...
  39. 10 Creative Strategies for Finding Wealthy Clients

    Thinking outside of the box when it comes to meeting prospective wealthy clients can ultimately pay off.
  40. Top Spots to Take Your Clients in Chicago

    Looking to wine and dine clients in Chicago? These 7 spots should be on your short list.
  41. Do Empty Nesters Really Spend Less, Save More?

    Saving for retirement takes thought and planning, and reassessing your approach at different stages in life may be wise. ...
  42. Few Target-Date Managers Invest in Their Own Funds

    Target-date funds have experienced explosive growth in the past 20 years. Many managers who run them, however, have failed ...
  43. Are Financial Advisor Fees Too High?

    Fees charged by financial advisors run the gamut. Are you getting a fair deal or paying too much?
  44. Finding a Top Financial Advisor in Canada

    Choosing a financial advisor is a difficult and important job. A ranking of Canadian advisors can help you make the right ...
  45. Debunking 5 Robo-Advisor Myths

    Robo-advisors are not going to replace their flesh and blood counterparts. Here's how their future will likely play out.
  46. Top Spots to Wine and Dine Clients in New York

    New York City is one the world's best places to wine and dine a client. From power lunches to sushi to celebrity chef spots, ...
  47. These Firms Are Tops Among Advisor Clients

    A new study shows that financial advisors, even at the most popular firms, aren't doing enough to strengthen ties to clients.
  48. What Google's Shift to Mobile Means to Advisors

    Financial advisors now must ensure their websites are optimized for mobile devices. Here's what's at stake.
  49. Which Withdrawal Strategy is Best?

    The bucket strategy and systematic withdrawal strategy are similar in theory but differ greatly in practice. Here's a comparison.
  50. Why Advisors Should Sidle Up to Estate Attorneys

    Financial advisors who building relationships with estate attorneys can better help all parties.
  51. Advisors: Revisit Your Client's Risk Assumptions

    Financial advisors should avoid generalizing a client’s risk tolerance based on their age or other demographics.
  52. What an Investment Policy Statement Looks Like

    The anatomy of an Investment Policy Statement.
  53. Is HD Vest Financial Services Right for You?

    Here's what you need to know about HD Vest Financial Services.
  54. The Top 3 Financial Advisor Credentials

    An overview of the top three credentials for financial advisors and what they require.
  55. Why More Investors Are Optimistic About Retirement

    Investors feel better about retirement now because the amount of employees having enough money for a comfortable retirement ...
  56. Financial Planning: Can You Do it Yourself?

    There's no shortage of financial advice out there, but do you have the inclination, time and skills to do it yourself?
  57. Do Financial Analysts Need Financial Advisors?

    Financial analysts are very knowledgable about investments, but that doesn't mean they couldn't use advice on how to manage ...
  58. Advisors: Avoid these Common Mistakes

    Every financial advisor should work hard to avoid these common missteps.
  59. When is Hiring a Financial Advisor Necessary?

    Do you have the time, skills and inclination to manage your own finances and plan for the future? If not, it might be wise ...
  60. Why Your Clients Just Might Work into Their 70s

    Your clients just might work into their 70s. Here's why.
  61. The 15 Fastest-Growing RIAs

    Registered investment advisors are consolidating their business and assets. Here are 15 of the fastest-growing RIAs.
  62. Are These 2015's 10 Best Generic Pharma Stocks?

    These 10 generic generic pharma stocks present a lot of upside potential for the second half of 2015. Here's why.
  63. The Best Bet for Taxes: Traditional or Roth IRAs?

    Choosing a Traditional IRA over a Roth IRA, or vice versa, depends on financial situation and long-term goals, especially ...
  64. Why the Government Favors Index Funds

    The DoL’s proposed fiduciary rules appear to favor low-cost index funds that would allow brokers to sidestep many requirements.
  65. Understanding Periodic Vs. Perpetual Inventory

    An overview of the two primary inventory accounting systems.
  66. When & Why Should a Company Use LIFO

    By using LIFO (last in, first out) when prices are rising, companies reduce their taxes and also better match revenues to ...
  67. The Importance Of Analyzing Accounts Receivable

    While investors often focus on revenues, net income, and earnings per share, they should not overlook the importance of analyzing ...
  68. Retirement Confidence is Up: Should it Be?

    Research shows that confidence in being able to afford retirement is up but probably shouldn't be, as many aren't taking ...
  69. How To Insure Non-Traditional Assets

    You acquire these assets to hedge against financial turbulence in conventional investment markets. What's the best way to ...
  70. Alternatives Need More Education, Not Enforcement

    While disclosures and investor education need improvement, alternatives provide a valuable way to increase yield and hedge ...
  71. Help Parents Avoid This Retirement Savings Blunder

    Parents should make saving for their own retirement a priority over helping with their children’s college costs.
  72. Why You Should Avoid Fixating on Bond Duration

    Financial advisors and their clients should then focus on a bond fund’s portfolio rather than relying on any single metric ...
  73. How Financial Advisors Pick Client Investments

    How advisors choose investment portfolios is varied, and investors are wise to check with theirs to find out how he or she ...
  74. Indexed Universal Life Policies: Watch These Risks

    By properly vetting indexed universal life policies, advisors and savers can avoid contracts that could prove overly costly ...
  75. The Top 5 Skills Every Actuary Needs

    The actuary profession is growing fast. Here's a look at the majors and top skills one needs to become a successful actuary.
  76. Social Media ‘Don’ts’ for Financial Advisors

    Financial advisors should be aware of the many rules and regulations surrounding the use of social media in their practice. ...
  77. The 10 Best Cities for Financial Advisors

    If you're an advisor looking for a promising location to practice, consider the combination of high wealth and low market ...
  78. Top Strategies on How to Become a Stock Broker

    Gunning to be a stock broker and want an edge? Here's some veteran advice.
  79. The Worst Cities for Financial Advisors

    Financial advisors may want to avoid low income areas or those with lofty wealth but high numbers of advisors.
  80. The Open Architecture Issue with Robo-Advisors

    Arguably, the best robo-advisors are those with open architectures and loyalty to their customers above all.
  81. Tips for Assessing a Client's Risk Tolerance

    Determining a client’s risk tolerance is a critical piece of the puzzle in designing and appropriate asset allocation.
  82. 5 Estate Planning Must-Dos Before Saying "I Do"

    There are many exciting things to look forward to when a couple gets married; not among them is putting financial affairs ...
  83. Why Advisors Should Focus on Relationships

    Successful financial advisors share a secret: It's about the people, not the numbers.
  84. Why Small Business Owners Need Financial Advisors

    Small business owners are too busy to effectively manage their own money. That's why a financial advisor can be a big help. ...
  85. An Advisor's Guide to Prof. Liability Insurance

    A guide to what financial advisors need to know about professional liability insurance.
  86. 401(k) Risks Advisors Should Know About

    Lawsuits are challenging the the fiduciary duty of plan sponsors related to 401(k) fees. Here's what financial advisers should ...
  87. A Financial Advisor’s Guide to Google Analytics

    Google Analytics is a great tool to help advisors measure the effectiveness of their web efforts. Here's a quick guide.
  88. What the DoL’s Fiduciary Policy Means for Advisors

    After many delays, the DoL's new fiduciary policy is coming. Here's an overview on what financial advisors should expect.
  89. Is ‘Free’ Now the Best Price for Online Advice?

    For many investors, robo-advisors may be a better deal than traditional financial advisors, though they should know what ...
  90. Strengthening Relationships With Women Clients

    While women continue to gain economic power, not all financial advisors show the respect and consideration women deserve. ...
  91. What Skills Do You Need For An Investment Banking Job?

    Aspiring for the best paid investment banking jobs? Here is the list of top skills that investment banks look for in job ...
  92. Top Skills Hedge Funds Look For In Job Candidates

    Lucrative salary, high perks, and best quantitative brains at work. What are the top skills a candidate needs to get a job ...
  93. How Much Do CPAs Make?

    If you're considering becoming a CPA, here's what you might expect to earn.
  94. Why Hedge Fund Managers Make Good Advisory Clients

    Super-busy hedge fund managers should be viewed as an opportunity for sophisticated financial advisors who can step in and ...
  95. Why Investment Bankers Need Financial Advisors

    Even the most successful investment bankers need financial advisors. Here's why.
  96. A Look at How the Ultra-Wealthy Invest

    Ultra-wealthy investors are cautious this year as they approach the markets. Many target mutual funds and stocks, but most ...
  97. 5 Signs You're Getting Bad Financial Advice

    Use good judgment and practice due diligence when contracting with professional money managers and advisors.
  98. Tips for Advising Clients After a Job Loss

    When a major life change such as a job loss comes up the advice and counsel of a trusted financial advisor can prove to be ...
  99. Avoid These 5 Scams Targeting Senior Citizens

    Unfortunately, many scam artists try to prey on people whom they perceive as particularly vulnerable, especially seniors. ...
  100. Portfolio Tips For Pursuing The Outcome You Want

    If you have a portfolio, you probably know why you’re invested. Whether it’s a 401(k) or a brokerage account, your portfolio ...
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