Financial Careers Articles

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  1. Is a Robo College Savings Plan Right for You?

    The cost of college keeps rising, but saving for it might just have gotten easier. Here's why.
  2. Propel Your Practice with Advisor Study Groups

    Advisor study groups can be a big help to your practice.
  3. Advising FAs: Explaining College Savings Accounts to Clients

    There are several types of savings accounts designed for higher education available today. The right one for you will depend ...
  4. Advising FAs: Explaining Estate Planning to a Client

    As the old saying goes, you can't take it with you. For this reason, it is important to have a current estate plan in place ...
  5. The Top 5 Reasons Financial Advisors Leave Their Firm

    Understand what creates dissatisfaction between financial advisers and their firms, and learn the top reasons advisers ultimately ...
  6. The Financial Advisory Business: More Women Wanted

    It's no secret that women are underrepresented in the financial advisory business. Here are some reasons why and what's being ...
  7. The Biggest Financial Mistakes Millennials Make

    Millennials are making financial mistakes that have the potential to cost them big over the course of their lives.
  8. 7 Questions All Financial Advisors Need to Ask

    Enthusiasm and skill are good to have, but only by building trust will you have a chance of really helping a client.
  9. The Impact of 401(k) Outflows on Advisors

    The trend in the growth of assets in 401(k) plans has shifted as Baby Boomers retire, creating opportunities for financial ...
  10. Creative Ways to Win Wealthy Clients

    Building a high net worth practice requires a plan and consistency. Here are some tips.
  11. Why Millennials Might Not Be Ideal Clients

    Here's why luring millennial clients might be a waste of time (for now).
  12. Advising FAs: Explaining Annuities to a Client

    Conceptually speaking, annuities can be thought of as a reverse form of life insurance.
  13. Advising FAs: Explaining ETFs to a Client

    Exchange traded funds (ETFs) have exploded in popularity with both investors and professionals for several reasons, and their ...
  14. Advising FAs: Explaining Long-term Care Insurance to Clients

    As our life spans are extended, our family structures change and medical care improves, the need for long-term care (LTC) ...
  15. Advising FAs: Explaining Life Insurance to a Client

    Life insurance was initially designed to protect the income of families, particularly young families in the wealth accumulation ...
  16. Explaining Clients Why They Need a Budget

    The truth is that budgeting isn't just for times when your money is tight or your life is undergoing a major transition. ...
  17. Is Your Financial Advisor Looking Out for You?

    Financial advisors sometimes aren't looking out for clients' best interests. Regulators are scrutinizing their practices; ...
  18. Advising FAs: Explaining Bonds to a Client

    Most of us have borrowed money at some point in our lives, and just as people need money, so do companies and governments. ...
  19. How to Avoid Scuttling Your Client’s Retirement

    Bad habits can ruin a retirement portfolio (and your credibility as an advisor). Here are some practices to avoid.
  20. How Advisors Can Help Expectant Couples

    Bringing a child into the world makes parents more acutely aware of their finances. Here's how advisors can help expectant ...
  21. Got Dividends? Here's How to Reinvest Them

    Reinvesting dividends is almost always a good idea if you intend to hold your shares for the long term, and there are several ...
  22. Why Women Choose Women for Financial Advice

    Women often prefer female financial advisors because client and advisor can relate to each other on a variety of levels. ...
  23. Short-Term Funds or Fixed Deposits: Is One Better?

    Choosing between short-term funds and fixed deposits? Here's what you need to know.
  24. The Difference Between Good and Great Advisors

    If you want to be a top advisor, it takes more than just hanging out your shingle and picking investments. Top advisors work ...
  25. Advising FAs: Explaining Debt to a Client

    This article examines the different types of debt and breaks down which types of debt are better than others. The main types ...
  26. Advisors: Do You Need to Tweak Your Marketing?

    Advisors use a variety of marketing techniques to attract clients, but they don't all work. It may be time to evaluate what ...
  27. Get Your House In Order By Choosing a Financial Advisor

    As the old saying goes, people don't plan to fail, they just fail to plan.
  28. Should You Buy Vanguard’s New Liquid Alts?

    An alternative strategies fund by Vanguard? We examine this new actively managed offering by the world's largest mutual fund ...
  29. Can Young Workers Rely on Social Security?

    Young savers have time on their hands to take advantage of many investment strategies, and they should because Social Security ...
  30. The True Cost of Home Caregiving

    Caring for eldery family in-home might be unavoidable, but most caregivers don't realize the true cost of doing so.
  31. Target-Date vs. Index Funds: Is One Better?

    Target-date and index funds are difficult to compare because they differ in both structure and objective, though investors ...
  32. 4 Structured Product Types Wealthy Clients Love

    High-net-worth investors find structured products appealing for a variety of reasons. Here's a look at four types.
  33. Is a Google Robo-Advisor on the Horizon?

    It's possible that Google is looking to get into the robo-advisor business, either as a new venture or as a way to provide ...
  34. Advisors: Start Coaching Clients from the Start

    Behavioral coaching is vital to help investors stick to plan during market turbulence. Start coaching early and maintain ...
  35. 5 Must-Read Blogs for Financial Advisors

    Financial advisors should know what industry experts are dishing about. Here are five blogs to bookmark.
  36. Active or Passive ETFs: Which is Better?

    What will be more popular in the near future: active or passive ETFs?
  37. The Daily Routine Of A Hedge Fund Manager

    What does a hedge fund manager's day really look like? Investopedia provides an inside look at the routine.
  38. Are These the 10 Best Stocks in the World?

    Most of the top 10 stocks in the world have performed exceptionally well over the past several years. Here's a look at their ...
  39. Investors Beware! Don't Make These Dumb Mistakes

    Sometimes mistakes make for the best lessons. That said, it's still better to learn from someone else's investing mistakes.
  40. Does that Budget Leave Room for Charitable Giving?

    Your clients want to be philanthropic, but does their financial situation allow them to afford charitable giving?
  41. How Advisors Can Help New Doctors Conquer Debt

    Doctors have high potential for building long-lasting wealth, but they need advice on the best way to pay off student loan ...
  42. The Art of Procuring More of Your Clients' Assets

    Taking over a larger portion of client assets is an art. Here are some tips on how to increase your asset management.
  43. How to Protect Your Retirement After a Divorce

    Divorce is never fun, but knowing the rules and anticipating the impact of retirement plan division and pension payouts can ...
  44. Advisors: Get Those Referrals! (Here's How)

    If you're not talking to your clients about referring you to friends, you should be.
  45. The Number One Reason Why Most Traders Fail

    We show you the simple tools, availble to everyone, to succeed as an active trader: education, experience, charts, vision, ...
  46. Why ETFs Often Edge Out Mutual Funds

    A deep look reveals why — in most instances — ETFs beat out mutual funds.
  47. A Day in the Life of a Financial Advisor

    Financial advisors do a lot more than just manage portfolios, including prospecting, marketing, client servicing, compliance ...
  48. How Top Advisors Innovate to Stay Ahead

    Successful advisors are innovative, reaching out to a new generation of clients by embracing new technology.
  49. SEC to Advisors: Implement Cybersecurity Plans

    Advisors need to take heed of new SEC guidelines to beef up cybersecurity. Here's what they look like and what some firms ...
  50. Tips on How Financial Advisors Can Go Paperless

    Going paperless may seem daunting for some advisors, but new software and hardware technologies are making it easier every ...
  51. Finding & Retaining High-Net-Worth Clients

    Finding high-net-worth clients is just the beginning of the process of advising such individuals. Once you've found them, ...
  52. Why Robo-Advisors Need to Grow Up

    The main players in the robo-advisor space need to act more human. Here's why.
  53. The Most Popular ETFs with Financial Advisors

    Financial advisors might continue to perform well by holding these popular ETFs, but time is limited.
  54. This is the Top Fear of Gen X, Millennial Savers

    Younger folks are more stressed than older generations about having enough money for retirement.
  55. Advisors: Broach this Topic with Grandparents

    Talking to older clients about financial planning for their grandchildren may help secure a new generation of clients.
  56. How to Respond to 'I Already Have an Advisor'

    Every advisor has met someone who already works with an advisor. Here are some tips for keeping the door open.
  57. The 10 Richest Women In Finance

    Who are the top 10 women in the financial industry?
  58. Which Robo-Advisor is Right for You?

    Which robo-advisor is right for you? There are many factors to consider, including breadth of services, ease of use and cost.
  59. Advisors: Avoid These Common Tech Blunders

    Financial advisors who don't avoid these tech blunders could suffer dire consequences.
  60. IRS Sets 2016 HSA Deduction Limits

    Contribution limits for HSA plans have increased slightly for 2016. Here's a breakdown of what they are and how they work. ...
  61. Top Tips on Catering to Millennial Clients

    The economic impact of Millennials is rapidly growing. Here's how to reach them.
  62. Why Male FAs Still Aren't Connecting With Wives

    Many women feel their financial advisors are neglecting them. Here's why male financial advisors aren't connecting with wives ...
  63. Successful Investors Don’t Just Set It & Forget It

    The most highly effective investors consistently take steps to adapt their investment plan in the face of changing markets ...
  64. How Financial Advisors Can Woo Wealthy Clients

    To woo wealthy clients, offer the resources they need and design a strategic website and marketing plan to bring those desired ...
  65. Do Big Inheritances Do More Harm Than Good?

    Most wealthy parents plan to pass on their wealth, but few have had discussions with their heirs. Financial advisors should ...
  66. Top Tips for Helping Clients Sustain Wealth

    High-net-worth individuals face a number of potential challenges when passing wealth down, but it is possible to build generational ...
  67. How Advisors Can Help Couples Agree on Finances

    Financial advisors often end up being mediators when it comes to working with couples. Here are some ways to get them on ...
  68. How Millennials and Baby Boomers Invest Alike

    When it comes to investing Millennials and Boomers are more alike than you may think. Here's how.
  69. How to Help Clients Plan for a Special Needs Child

    A special needs child demands extra diligence in planning. Here's a guide to best practices.
  70. Pro Tips on Evaluating Clients' Risk Tolerance

    Want to keep clients longer? Bolster your risk assessment capabilities.
  71. Top Tips for Would-Be Women Advisors

    Relatively few women seek a career as a financial advisor. Here's what aspiring and current advisors can do to popularize ...
  72. Vanguard's Robo-Advisor: Tailored to Boomers

    Consumers likely will benefit from Vanguard’s entrance into the rapidly expanding robo-advisory market as competition intensifies. ...
  73. The CFP Board: Its Role and Mission

    The Certified Financial Planner Board of Standards promotes standards and ethics in financial planning and enforces CFP certification ...
  74. Tops Tips to Prep Your Advisory Practice for Sale

    Here are three tips financial advisors should follow when prepping their practice for a sale to help with a smooth transaction ...
  75. Why Doctors Need a Crutch When Managing Money

    For a variety of reasons, doctors tend to make poor financial decisions, which makes them especially good financial advisor ...
  76. How Advisors Can Get the Most Out of Social Media

    It's imperative for financial advisors to take advantage of social media tools, and they should start with the most effective, ...
  77. Why Americans Need Social Security Schooling

    Americans lack basic knowledge of Social Security, which presents an opportunity for advisors.
  78. Wealth Management: How the Billionaires Do It

    A new report on the world's billionaires gives insight into how they work, save and plan on distributing their wealth.
  79. Betterment vs. Financial Advisor: Which is Best?

    Which is better: Betterment or a traditional financial advisor? The answer depends on you, your skills and expectations. ...
  80. HNW Clients: The Advice that They Value and Need

    Many high-net-worth individuals are not consulting advisors on areas they consider a priority, according to a new study. ...
  81. This is the Top Regret of Retirees

    A recent New York Life study has found that the top regret of retirees is not retiring sooner.
  82. Which Asset Allocation is Best for Clients?

    Modern Portfolio Theory is showing its age. So which asset allocation model is best?
  83. Want to Diversify? 'Go Alternative,' Advisors Say

    Alternative investments are great for diversification, but some advisors remain a bit wary of them, a new Pershing study ...
  84. 5 Reasons Why Cold Calling is Dead

    Is cold calling really dead? If so, what are the better alternatives?
  85. How Advisors Can Avoid Big Tech Missteps

    Technology is becoming an increasingly necessary component of a financial advisor’s practice, but there are considerations ...
  86. Surviving an SEC Audit: Tips for Advisors

    Your firm may never be audited by the SEC, but you need to be prepared nonetheless. Follow these tips to make sure you're ...
  87. Why Financial Advisors Need to Know SEO

    Advisors should study these tips on how to ensure that would-be clients find them online.
  88. Is Risk Aversion Kryptonite to Millennials?

    Financial advisors to millennials need to pay heed to this generation’s aversion to risk and help them understand how to ...
  89. Are Millennials Risk Averse or Risk Takers?

    When it comes to risk, Millennials differ from Generation X and Baby Boomers in a big way.
  90. Common Mistakes Advisors Make with Clients

    Financial advisors should learn to avoid making these these common mistakes with clients.
  91. Are You Sure You Aren't Ponzi Scheme-Susceptible?

    Anyone can be a victim of a Ponzi scheme — even the most financially literate. Here's how to avoid the next Madoff.
  92. How Advisors Should Prep for an Initial Meeting

    First impressions count, so prepare well for your first meeting with a client. Get to know as much as you can about the person ...
  93. Estate Planning for a Surviving Spouse

    Estate planning for surviving spouses can be difficult for a number of reasons, so it's important to have good support and ...
  94. How the Advisor Compensation Debate Helps Clients

    The debate over compensating advisors is not likely to be resolved anytime soon, but clients should win with lower fees and ...
  95. Top Strategies to Attract Elite Clients

    Here's how to think outside of the box when it comes to attracting a high-net-worth client base.
  96. Worried About Stocks? Try on Convertibles

    Convertibles are a good hedge against equity market risk (if you're o.k. with losing a bit of upside potential).
  97. Toughest Questions Clients Ask Advisors

    Here are some of the toughest questions clients ask and how advisors should answer them.
  98. A Networking Cheat Sheet for Advisors

    Effective networking is essential for financial advisors looking to grow their practice. Here are some tips on how to make ...
  99. How Financial Advisors Can Tweet Like Pros

    A quick guide to how advisors can tweet like the elite.
  100. Questions to Expect from Prospective Clients

    Advisors should be prepared to provide answers to these common questions asked by prospective clients.
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