Financial Careers Articles

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  1. Retirement: How Much Is Enough?

    5%? 10%? 15%? Which retirement savings rate is the right one?
  2. Do You Know How Your Financial Advisor Is Paid?

    It is important to understand how your financial planner is compensated.
  3. Get Rich with These 7 Healthy Habits

    Getting rich is like getting fit. To achieve your goals, you must develop healthy long term habits. Here are 7 habits that ...
  4. 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 ...
  5. Those Who Retire Early Share These Traits

    Here's how people planning on retiring early prepare for what's ahead.
  6. 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 ...
  7. The Best Interest Contract Exemption to the Fiduciary Rule

    Here is how the Best Interest Contract works and when it is needed under the new fiduciary rule.
  8. How Student Debt Imperils Retirement Savings

    Student loan debt is out of control. Here is how it can impact saving for retirement.
  9. 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 ...
  10. How to Maximize Inherited Retirement Accounts

    Leaving a retirement account to heirs takes planning for the giver and the receiver.
  11. How Financial Advisors Can Use Snapchat for Marketing

    Could Snapchat be what the FinServ world needs to liven up their marketing to the next generation?
  12. Retirement: The One Thing Couples Shouldn't Do Together

    Staggering retirement can have both financial and emotional benefits for married couples.
  13. How to Cover Your Assets With Life Insurance

    Here's why it's so important to cover your assets in case of an unexpected death—and how to do so.
  14. 5 Reasons Yelp Isn't the Best Way to Find Advisors

    Yelp isn't the right place to search for a financial advisor. Here are five reasons why.
  15. How to Make Your Advisor Site More Mobile-Friendly

    It's important to understand how your website is viewed by clients and prospects on mobile screens.
  16. When You Should File Early for Social Security

    Filing early for Social Security can make sense. Here's a list of when it's appropriate to ignore the conventional wisdom ...
  17. How to Pay Minimal Taxes on Retirement Assets

    Withdrawing and spending during retirement can be complicated. Here are some tips on how to manage the process in the most ...
  18. Comparing Robos from Vanguard, BlackRock & Schwab

    BlackRock, Vanguard and now Schwab have introduced robo-advisor platforms. How do they stack up?
  19. 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.
  20. Top 10 Email Marketing Tips for Financial Advisors

    These 10 strategies can help advisors make the most of email marketing.
  21. What ETF Investors Want Today

    Alternatives, fixed income and smart beta top investors' wish lists of what they want in ETFs.
  22. 7 Top Finance Books to Gift This Christmas

    An overview of six engaging financial reads to give as gifts this Christmas.
  23. Is an Online Financial Advisor Right for You?

    There are some important issues to consider before signing up with an online financial advisor.
  24. How Advisors Can Avoid Common CRM Mistakes

    These five tips will help advisors avoid common mistakes made when using CRM solutions.
  25. Why Tech Should Top Advisors' Must-Do List in 2017

    Here are three reasons why financial professionals should absolutely integrate technology into business efforts over the ...
  26. Why 401(k) Auto Enrollment Might Not Be for Everyone

    New research shows that automatic enrollment in retirement accounts like 401(k)s may not always be in the best interests ...
  27. Advisor Fintech Tools Aren't Waiting for Trump

    The new U.S. president might bring big change to financial regulation after he takes office. Here's how the financial technology ...
  28. Top Email Marketing Strategies for Advisors

    These six email marketing strategies can help enhance newsletters sent to clients and gain new readers.
  29. What Should You Look for in a Financial Advisor?

    Here are five important considerations for when you are choosing a financial advisor for your investment portfolios and your ...
  30. What You Should Know Before You Hire an Advisor

    Hiring a financial advisor can be an important step in your financial journey. Just make sure you understand who they are ...
  31. Citi's New Digital Strategy for Wealthy Clients

    Citi is launching two new technology-driven programs in an effort to increase its market share among affluent customers.
  32. Top Ways Advisors Can Grab More Prospects Online

    Being active on digital channels and marketing yourself as an expert can help sustain your business over the long term by ...
  33. Why Advisors Must Overcome Any Fears of Fintech

    To protect your advisor business and profits, you need to embrace financial technology and make it a priority in your strategy.
  34. Here Are the Keys to Clients Opening Your Emails

    Email marketing is a huge part of most financial advisors' digital marketing strategy. Here’s how to write email that clients ...
  35. 4 Steps to Protect Your Money When You Get Sudden Wealth

    Coming suddenly into money can change your life for the better, but it can also end up in disaster if you don't take the ...
  36. 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.
  37. 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.
  38. 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 ...
  39. 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.
  40. 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 ...
  41. 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 ...
  42. 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 ...
  43. How to Help Your Clients Avoid Identity Fraud

    Financial advisors should encourage clients to take these steps to avoid identity fraud.
  44. 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.
  45. 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 ...
  46. 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 ...
  47. 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 ...
  48. 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 ...
  49. 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 ...
  50. 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 ...
  51. 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 ...
  52. 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.
  53. 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.
  54. Here's Why Investors Don't Do Private Equity

    Private equity investments have become considerably more accessible and transparent in recent years.
  55. 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.
  56. How Millennials Can Improve Finances on Their Own

    Here are a few things Millennials can do to improve their future financial standing.
  57. 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 ...
  58. 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.
  59. 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 ...
  60. 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 ...
  61. Your Clients Are Probably Seeking ESG Investing Options

    Socially responsible investments have become increasingly popular among investors, but relatively few advisors have embraced ...
  62. 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 ...
  63. 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 ...
  64. How Tech Advances the Advisor/Client Relationship

    It is essential that advisors provide a rich digital experience for wealth management to discerning clients.
  65. 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.
  66. Is Your CFP a Fiduciary Advisor?

    Not all CFPs operate as fiduciaries. Here's how to tell the difference.
  67. 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 ...
  68. 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.
  69. 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 ...
  70. 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 ...
  71. 4 Compensation Plans for Wealthy Earners

    Here's what advisors need to know about non-qualified deferred compensation plans.
  72. 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 ...
  73. 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 ...
  74. 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 ...
  75. 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 ...
  76. 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 ...
  77. 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 ...
  78. 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 ...
  79. 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 ...
  80. 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.
  81. 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. ...
  82. 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.
  83. 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 ...
  84. 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 ...
  85. Technology’s Role in DOL Fiduciary Rule Compliance

    Incorporating the right technology is a crucial, early step to comply with the new fiduciary rule.
  86. 4 Ways to Connect with Clients on LinkedIn

    Here are four simple ways to connect with clients and prospects on LinkedIn.
  87. 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.
  88. How to Help Clients Avoid Late IRA Rollovers

    Here are the things advisors need to consider when advising clients on late IRA rollovers.
  89. 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 ...
  90. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  91. 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 ...
  92. 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 ...
  93. 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 ...
  94. 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 ...
  95. What Trump's Presidency Means for Advisors, Retirement

    How could the Trump Administration's policies impact financial advisors and savers?
  96. 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 ...
  97. 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 ...
  98. Always Ask How Your Financial Advisor Gets Paid

    These are three ways advisors get paid. Some of them might surprise you.
  99. 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.
  100. Top Takeaways from the DOL's Fiduciary Rule FAQs

    The DOL's first round of fiduciary rule FAQs addresses many key issues for advisors.
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