Financial Careers Articles

  1. Why Caregivers Should Enlist A Financial Advisor

    Stressed caregivers in need of help managing their loved one's affairs should consider enlisting a financial advisor.
  2. How Women In Transition Should Mind Their Finances

    With roughly 80% of women dying single due to divorce or outliving their spouses, they must become more involved in their ...
  3. Ignore This Demographic At Your Own Peril

    Hispanics have unique financial planning needs and attitudes, and financial advisers would be well-served by studying this ...
  4. How To Manage Your Finances Through A Divorce

    Dividing assets and liabilities in a divorce can be a sad, complicated task. But with some planning, patience and the help ...
  5. Avoid Taxes on IRA Rollovers

    For years, IRA owners have been allowed to roll over their money from one IRA to another once a year without penalty, for ...
  6. The Gloomy Future Of The Tax Preparation Industry

    It's often said all that is certain are death and taxes. By extension, undertakers and tax preparers should enjoy similar ...
  7. How Financial Advisors Mistreat Women (And What Women Can Do About It)

    While many women want professional help managing their finances, some male advisors still treat women as second-class citizens. ...
  8. Signs You Need a Money Manager Now

    Do you know if you will have enough money in retirement? And is your current portfolio performing up to expectations?
  9. Money Habits Of The Millennials

    Millennials are facing the bleakest financial future of any generation in decades, and are not likely to enjoy the same standard ...
  10. Do You Need A Financial Advisor?

    Not everyone needs a professional. Find out how to make the call.
  11. How To Find A New Financial Advisor Who's Right For You

    It is a jolt when a long-time financial consultant leaves your sphere, because he or she has retired, passed away or been ...
  12. If Kennedy, Eisenhower, Alexander the Great Et Al Were Leaders in Finance

    Would Eisenhower, Roosevelt and Kissinger have made good corporate executives? What about Alexander the Great?
  13. How Do I Know I Can Trust My Financial Advisor?

    Savvy investors know to ask an advisor questions on these five essential subjects:
  14. A Day In The Life Of An Economist

    We've interviewed three economists with very different job descriptions to give you an idea of the many possibilities this ...
  15. A Day In The Life Of An Auditor

    If you like the idea of examining and attesting to a company's financial performance for a living, a career in auditing might ...
  16. Should You Offer Alternative Investments?

    Find out what problems arise for financial representatives when they start to diversify their client offerings.
  17. A Day In The Life Of An Actuary

    We take a look at the typical workday of three actuaries who work for different types of companies and who are at different ...
  18. Shopping For A Financial Advisor

    Finding your perfect advisor is as simple as shopping for a car. Read on to learn more.
  19. How To Become An Investment Bank Analyst

    Financial services firms are taking a laser-like focus on analyst responsibilities and will favor candidates who bring the ...
  20. Broker Or Trader: Which Career Is Right For You?

    A day in the life of a broker or trader is an exciting and varied one. Find out how to decide between these two financial ...
  21. The Best Training Programs For CFP Exams

    The competition to become a financial planner is hot, and growing hotter. Find out the best way to preparing to land the ...
  22. Top 4 Financial Jobs You Can Do From Home

    You don't have to go to an office to make a great salary in the financial sector. Here are the top four highest paying financial ...
  23. The Claritas Investment Certificate: A New Foundation-Level Program From The CFA ...

    The Claritas Investment Certificate is likely to find growing acceptance as the new foundation-level education and ethics ...
  24. 4 Of Today’s Finance Undergraduates Share Their Experiences And Advice

    In this article, we'll take a look at what four real-life finance students are studying this fall, what jobs and internships ...
  25. 7 Courses Finance Students Should Take

    These college classes will help you prepare for the working world. Learn how to stand out from your peers.
  26. The Changing Wealth Demographic (And How To Leverage It)

    Take these steps and you'll be first in line when young investors start looking for professional financial services help.
  27. What Is A “Broker-Dealer” And Why Should You Care?

    For many investors, the financial services industry is a strange and mysterious place filled with a language all in its own. ...
  28. Uncommon Jobs For Your Finance Degree

    Not everyone can land the glamour jobs, but the world of finance has a lot more to offer. Here are some uncommon jobs in ...
  29. Is That Finance Internship Worth It?

    There are a lot facters to consider when pursuing a financial internshp. Here are some insights from several experts, to ...
  30. Why Financial Advisors Need To Earn The CFP Mark

    The CFP designation is heavily favored by both the finanical and the mainstream media and offers a wealth of benefits for ...
  31. Social Finance Careers: Creating A Better World

    A financial career can be used to do more than just bring in profits. Find out how to get a career with a more social objective. ...
  32. Get A Job In Compliance

    If you're a stickler for rules, this could be a promising career path for you.
  33. Top Business And Finance Degrees For 2013

    The current crop of business students are picking in-demand majors with high salaries and flexible career paths.
  34. Ethical Standards You Should Expect From Financial Advisors

    Professional ethics in the financial services profession can be confusing. Here are some ways to ensure you are getting the ...
  35. Quit Your Job To Trade Stocks?

    Ready to quit your day job and become a full-time trader? These tips will help you determine your area of expertise.
  36. How To Write An Effective Investment Banking Resume

    A persuasive resume can give you the edge you need in a competitive market.
  37. How To Be A Top Financial Advisor

    The best advisors love what they do for a living, but they also know what to do to get to the top. This shared advice can ...
  38. Why Clients Fire Financial Advisors

    The reasons most clients fire their advisors are very simple and easy to address. Find out what you should be doing to keep ...
  39. How To Make $1 Million In Finance

    The best opportunities to maximize sheer earning power are in investment banking, private equity and hedge funds. Find out ...
  40. Fiduciary Designations For Financial Advisors

    Attaining the AIF or AIFA could help both you and your clients enjoy a comfortable retirement.
  41. 10 Steps To A Career In Hedge Funds

    Experience and hard work go a long way toward securing a position in this challenging field.
  42. Financial Careers According To Hollywood

    Find out if classic films about Wall Street reflect what it's actually like to work there.
  43. Breaking Down Financial Securities Licenses

    Find out which exam you need to begin your career as an investment professional.
  44. The Best Entry-Level Finance Jobs For 2013

    Here's a look at the most rewarding entry-level jobs, in terms of salary and future career prospects, and what you can expect ...
  45. A Day In The Life Of A System Trader

    Systems traders divide their time between trading, developing, backtesting, optimizing and forward testing, to create viable ...
  46. Dealing With 10 Coworker Personality Conflicts

    The financial world is filled with dysfunctional workers; find out if you're one of them and what you can do about it.
  47. Helping Clients Navigate Short Sales And Foreclosures

    Both buyers and sellers can benefit from a real estate professional experienced in dealing with short sales and foreclosures.
  48. 6 Ways Mentors Elevate Your Career

    Find out how experienced and credible mentors can get you where you want to go.
  49. The Basics Of CFP Designation Maintenance

    The workload doesn't end with your exam. Find out how to keep up your CFP credential.
  50. Meeting Your Fiduciary Responsibility

    Being a fiduciary comes with a certain level of responsibility. These four steps will reduce your liability when managing ...
  51. A Day In The Life Of A Real Estate Agent

    While every day is unique for a real estate agent, there are some activities that may be a typical part of an agent's day.
  52. No Finance Degree? No Problem! Top 10 Ways To Jumpstart A Career In Finance

    These tips should enable a non-financial graduate to substantially improve his or her chances of launching a career in finance.
  53. 6 Volunteer Opportunities For Finance Professionals

    Here are six ways financial professionals can volunteer their expertise and possibly advance their careers along the way. ...
  54. 4 Ways To Take Your Career To The Next Level

    Whether you are looking to climb the corporate ladder or go it alone in the financial services sector, there are some extra ...
  55. Find The Right School To Upgrade Your Skills

    Financial planners and professionals who wish to upgrade their skills in today's market have more options than ever.
  56. Executive MBA Programs: Managers Going Back To School

    If you're working in management and want to move forward in your career,this degree may give you the boost you're looking ...
  57. Networking For Financial Professionals: Maintaining A Strong Industry Presence

    Find out the most productive methods of networking best suited to ambitious financial professionals.
  58. What To Expect From A Financial Internship

    A college internship can be a wide-open gateway into your dream financial services industry post. Find out what you can expect, ...
  59. Steps For Adding New Services To Your Finance Business

    Advisors who seek to add additional lines of business to their practices need to carefully consider all the factors involved.
  60. How Financial Advisors Are Leveraging Social Media

    As financial advisory clients are increasingly turning to social media, wealth managers who aren't following suit risk being ...
  61. CFP, CLU Or ChFC - Which Is Best?

    The designation you choose will depend on which areas of financial planning you want as your focus.
  62. Be A Financial Planner From Home

    Now may be a good time to explore the possibility of working as a finanical planner from your home.
  63. Certifications For Estate Planning

    These certifications can lead to a promising career, but is estate planning for you?
  64. Inside The e-PRO® Real Estate Certification

    The e-PRO® curriculum focuses on the most recent developments in real estate technology. Here's everything you need to know ...
  65. Top 10 Cities For A Career In Finance

    Moving to one of these financial hot-spot destinations could set your career in motion.
  66. How To Get A Job At The SEC

    Want to make a good living taking on those renegade trading rascals on Wall Street? Here are some tips to help you get in ...
  67. Get A Bank Job In 50 Days

    Banking professionals have only about seven weeks to find a new post in the financial services industry after leaving an ...
  68. Is The CMA Designation Worth It?

    Get an inside look at what it takes to earn your CMA and what four satisfied CMA holders say about the designation's benefits.
  69. A Day In The Life Of A Public Accountant

    Here's an inside look at the workdays of two experienced CPAs, to give you an idea of what it might be like to pursue a career ...
  70. Real Estate Careers And Their Designations

    The real estate industry offers a wide variety of career opportunities and dozens of designations to increase your skills.
  71. Study Does Not End After The CFA

    Getting your CFA is an admirable achievement, but it doesn't end there. Find out what is expected of CFAs after they become ...
  72. 4 Traits Banks Look For In New Staff

    Trust is the number one trait that banks are looking for in new hires, but there are other abilities that are equally desired.
  73. Broker Commissions Are Here To Stay

    With two developed nations adopting a firm anti-commission stance, questions have arisen over whether or not the United States ...
  74. A Day In The Life Of A Day Trader

    Day trading has many advantages and, while we often hear about these perks, it's important to realize that day trading is ...
  75. Financial Designations That Employers Require

    We break down the designations that are important to have if you want to work in the financial sector.
  76. A Day In The Life Of A CFO

    What would your life look like if you were CFO? We’ve interviewed three chief financial officers to find out.
  77. Popular Technology For RIAs

    Registered Investment Advisors can reap benefits from a gamut of technological products available on the market today.
  78. Designations For The Buy Side

    For those interested in picking securities and financial planning, these certifications could be just what your buy-side ...
  79. Making It Big On Wall Street

    Read about some of the most glamorous Wall Street jobs and what it takes to land one.
  80. Quants: The Rocket Scientists Of Wall Street

    Blend math, finance and computer skills to command a high - and well deserved - salary.
  81. Financial Career Options For Professionals

    Find out if spreading your wings to try a new career will make you soar or fall flat.
  82. Decline Of The Independent Broker-Dealer

    Since the financial crisis of 2008-2009 the numbers of independent broker-dealers have been steadily declining. Find out ...
  83. Sell-Side Analysts Need Series 86/87 Exams

    Though these tests are not particularly difficult or comprehensive, passing them is mandatory to work as a sell-side analyst.
  84. A Look At What Comptrollers Do

    This article examines a comptroller’s job responsibilities, skill set and formal educational requirements as well as where ...
  85. 7 Designations For The Sell Side

    While all of these designations demand a substantial commitment in time, money and effort, the end result is worth it.
  86. Tips For Working As A Real Estate Agent

    Here are a few ideas that will help you advance your career as a successful real estate agent.
  87. Tips To Get Into A Broker Training Program

    Becoming a registered representative isn't easy. Learn how to succeed at the first step.
  88. A Day In The Life Of A Portfolio Manager

    Portfolio managers go by a number of job titles, manage different asset types and work under different philosophies. Here ...
  89. Getting Your Real Estate License

    Each state has its own rules, regulations and examination for obtaining a real estate license. Find out what you need to ...
  90. Get A Career In Showbiz Accounting

    An accounting career doesn't have to be boring. If you love numbers, but want excitement as well, consider the field of showbiz ...
  91. Designations No Retirement Planner Should Be Without

    Advance your career and gain clientele by adding a few choice certifications.
  92. What Management Accountants Do

    If you like keeping track of a company's income and expenses but also want to hold a position with significant responsibility ...
  93. Should You Head Back To Business School?

    Find out if an MBA is necessary for you to reach your professional goals.
  94. Post-Grad Degrees That Pay The Highest

    A post-graduate degree could be well worth the extra time and expense.
  95. Becoming A Chartered Market Technician

    The CMT certification involves three tough exams. Find out what you need to do in order to pass.
  96. Evaluating Firm Size In A Financial Advisor Job Hunt

    The choice between a larger or smaller company may be decided by an advisor's experience or temperament. Find out the best ...
  97. Wall Street Writers: A Behind-The-Scenes Career

    Regulators, sales people and clients all look to communications professionals to help them navigate the markets.
  98. Becoming A Registered Investment Advisor

    To become a registered investment advisor requires specific licensing, qualifications and regulations, but the greater freedom ...
  99. Is A Stockbroker Career For You?

    Discover what you need to become a stockbroker and the variety of opportunities that are now available to you.
  100. Business Grads, Land Your Dream Job

    Companies are in need of strategic candidates, not walking resumes. Find out how to set yourself apart from the pack and ...
  101. CIPM: The Key To A Niche Career In Finance

    The prestigious CIPM designation can give you an edge in the finance world. Here's what you need in order to get it.
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