Financial Careers Articles

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  1. Strengthening Relationships With Women Clients

    While women continue to gain economic power, not all financial advisors show the respect and consideration women deserve. ...
  2. 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 ...
  3. 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 ...
  4. How Much Do CPAs Make?

    If you're considering becoming a CPA, here's what you might expect to earn.
  5. 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 ...
  6. Why Investment Bankers Need Financial Advisors

    Even the most successful investment bankers need financial advisors. Here's why.
  7. 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 ...
  8. 5 Signs You're Getting Bad Financial Advice

    Use good judgment and practice due diligence when contracting with professional money managers and advisors.
  9. 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 ...
  10. Avoid These 5 Scams Targeting Senior Citizens

    Unfortunately, many scam artists try to prey on people whom they perceive as particularly vulnerable, especially seniors. ...
  11. 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 ...
  12. What Do Financial Advisors Do?

    Just what does a financial advisor do? A lot, in fact. And any potential client should do their due diligence and come prepared ...
  13. 10 Essential Tools for Financial Advisors

    Financial advisors need to stay abreast of many trends and developing technologies. Here's a list of essential tools that ...
  14. How the Robo-Advisors Differ (& How They're Alike)

    Not all robo-advisors are created equal, and each could be perfect for a specific body of investors. Here's a look at the ...
  15. Why Client Breakups are Not Always a Bad Thing

    Losing a client is never pleasant for a financial advisor, but sometimes this is a better outcome than continuing the relationship. ...
  16. Understanding Social Security Eligibility

    Who qualifies for Social Security payments and when can they get them?
  17. Tips for Helping Clients with Life Insurance Needs

    Life insurance needs will likely change over the client’s lifetime and again financial advisers can provide an objective ...
  18. Top 10 Lead-Generation Tips for Financial Advisors

    The top 10 strategies advisors can implement to generate leads, as well as the ones they should avoid.
  19. MBA or CFA: Which is Best for a Career in Finance?

    Potential financial advisors, analysts or asset managers have many credentials and degrees from which to choose. Here's a ...
  20. 6 Tech Trends Advisors Must Stay Ahead Of

    Mobility, security, freedom and integration are the new objectives that most modern financial advisory firms are shooting ...
  21. The Pros & Cons Of A Forex Trading Career

    Trading foreign currencies can be lucrative, but there are many risks. Investopedia explores the pros and cons of forex trading ...
  22. Risk-Free & 20% Return? More Like 100% Scam

    An investment that promises a risk-free return of 20% is 100% likely to be a scam.
  23. Top Places to Work for Financial Advisors

    Looking for a job in the financial services sector? Here's a list of the top companies for financial advisors.
  24. 7 Sentences Successful People Never Say

    Success & wealth are not something that can be accomplished overnight. Here, we interviewed more than a thousand millionaires ...
  25. Tips for Small RIAs Looking to Grow

    Smaller RIAs looking to grow should have a long-term goal and method for winning new clients, new staff and investing in ...
  26. How to Avoid the Top Financial Advisor Scams

    Investors need to be wary of financial advisor scams. Here are the most common and how you can protected yourself.
  27. How to Find and Hire New Advisors

    As financial advisory firms step up their recruitment efforts to address a graying profession, new hiring strategies emerge.
  28. New Tax Pitfalls to Avoid

    Although the normal litany of adjustments have been made to the tax code, there are several more unique issues that taxpayers ...
  29. Don't Lose Your Wealth Due To Healthcare Costs

    This article will highlight the use of an ILIT type of trust to protect wealth in the case of serious illness and transfer ...
  30. Top Tools Every Financial Advisor Needs

    Becoming a financial advisor requires more education and hard work than is often assumed, but today's technology can relieve ...
  31. How to Be a Better Advisor to Clients, Colleagues

    Do you want to be better advisor to your clients, as well as your own colleagues? Read on.
  32. Why Some Advisors are Shy to Convert Roth IRAs

    Potential upcoming changes from the Obama Administration could hit rollovers from traditional to Roth IRAs, and that has ...
  33. Top Bachelor Degree For A Hedgefund Career

    From economics to statistic analysis, certain bachelor's degrees make graduates more qualified for landing highly sought ...
  34. How to Prep Your Portfolio for Down Markets

    Down markets are a reality that can kneecap your retirement withdrawal plans. Minimize the pain with these strategies.
  35. What Do Investment Bankers Really Do?

    Investment bankers are essentially corporate financial advisors and can help companies manage the process of raising financing ...
  36. Why Last In First Out Is Banned Under IFRS

    We explain why Last-In-First-Out is banned under IFRS
  37. A Guide to Financial Education for Doctors

    Doctors need to choose the educational option which best fits his or her time, schedule and learning preference. Here's a ...
  38. Beware: These Bond Funds Act Like Stocks

    Beware of bond funds that act like stocks.
  39. Top Retirement Planning Tips for Singles

    Single clients often face an uphill battle when it comes to retirement planning. Here are some tips to get them on the right ...
  40. 10 Most Famous Hedge Fund Managers

    The most famous hedge fund managers have made billions, but their fame might not always result from their financial successes.
  41. How Advisors Can Help Clients Spot Elder Scams

    Financial crimes against the elderly are on the upswing. Here's what financial advisors can do to help protect their most ...
  42. Tips for Retiring Without Long Term Care Insurance

    Long term care insurance is as pricey as it is important. Here are tips for how to manage retirement and meet healthcare ...
  43. Tips for Breaking the Ice with New Clients

    Tips and methods to ensure a successful start to client/advisor relationships.
  44. Best Websites To Find A Job In Finance

    Using the right job boards for your industry can dramatically reduce the time it takes to find gainful employment. And hiring ...
  45. Advisors Should Consider a 'Dementia Protocol'

    Diminishing mental capacity can strike any aging client, that's why advisors should push clients and their families to incorporate ...
  46. 5 Vital Questions Advisors Should Ask New Clients

    By asking the right questions, listening and building trust, investors and their financial advisors can get the most out ...
  47. 10 Tips To Avoid Common Financial Scams

    Remember that "don't talk to strangers" rule from childhood? Well, don't wire them money either. Or fall for these other ...
  48. What Should an Aspiring Advisor Major In?

    What should an aspiring financial advisor study in college? There are advantages and disadvantages with each major and advisors ...
  49. How Advisors Can Help Protect Vulnerable Clients

    With longevity increasing, advisors will need to consider how to best serve aged clients.
  50. Top Tips for Retirement Account Withdrawals

    Top things you need to know when it comes to managing the complex task of retirement account withdrawals.
  51. Advisors: Don't Overlook Not-Yet-Rich Millennials

    Financial advisors looking to grow their practices should focus on potential high-net-worth millennials.
  52. Which Robo-advisor is Best for Financial Advisors?

    With the list of robo-advisors already long and growing, which will integrate best into a financial advisory practice?
  53. Growing Minorities and Advisors: An Opportunity

    The growing wealth and size of minority groups present an opportunity for advisors, but first they should consider their ...
  54. Mutual Funds: How Many is Too Many?

    How many mutual funds are too many when it comes to a well diversified portfolio?
  55. Tips on Charitable Contributions: Limits and Taxes

    An overview of the limits and tax deductions of charitable donations.
  56. The Future Of Robo-Advisors: Future Advisor

    FutureAdvisor is capitalizing on the proliferation of data and advances in technology to automate investing and financial ...
  57. Impact of SEC's New Money Market Fund Rules

    A look at how new rules introduced by the SEC will impact money market funds.
  58. Alliance to FINRA: More BrokerCheck Info Needed

    An alliance of public interest groups is pressuring FINRA to broaden its BrokerCheck tool.
  59. Tips for Parent/Child Financial Advisor Teams

    Bringing your children on to your practice can be a good idea, but take care to prevent possible friction between you, your ...
  60. How Advisors Can Cater to Niche Clients

    A look at niche clients and how advisors specialize in them.
  61. Top Tips for Retiring in a Bear Market

    What you need to know if you have the unfortunate timing of retiring in a bear market.
  62. Your Clients and the Changing Retirement Landscape

    For many, retirement might not be the full stoppage of work and living a life of leisure but rather one of slowly phasing ...
  63. Investors Lack Alternative Investing Knowledge

    A recent survey shows that investors lack knowledge of alternative investments. Here is what advisors can do to combat this. ...
  64. Comparing Financial Advisors & Financial Planners

    When scanning the financial advisor landscape, recognize that both financial advisor and financial planner are very broad ...
  65. The Risk of Offering Social Security Advice

    Savvy financial advisers will either need to gain Social Security advice expertise or find a source or partner to provide ...
  66. Essential Publications for Financial Advisors

    There are a plethora of publications for financial advisors. What follows are the top or most widely read.
  67. Web Site Tips for Financial Advisors

    Many financial advisors leave a first impression far before a client walks through the door — it often happens online via ...
  68. Getting the Most Out of Your Web Presence

    Curating a person’s online presence has become essential. Here are tips specific to financial advisors (but could apply to ...
  69. Top Strategies for Winning Business in 2015

    Looking to grow your financial advisory practice in 2015? These strategies will help.
  70. How Do Millennial Women Invest?

    The theme for Women’s History Month is “Make it Happen”, and that is exactly what millennial women are doing when it comes ...
  71. Meet The Advisors To The Richest People In The U.S

    Celebirty financial advisors to the rich can offer important money lessons anyone can learn — as well as a whole host of ...
  72. Advisors: Have Clients Try on Retirement for Size

    Retirement planning in today’s world involves a lot more than just money.
  73. Advisors: Avoid These Acquisition Missteps

    When acquiring a new financial advisory practice, make sure that your game plan avoids these acquisition missteps.
  74. Tips for Spreading the Wealth to Relatives

    There are many ways that your clients can move money or other assets to relatives in order to reduce their tax bills. Here's ...
  75. Can Long Term Care Insurance be Affordable?

    The cost of managed care and insurance covering it will only become more expensive. Here's how to help your clients formulate ...
  76. Tips for Gen X Savers at Age 50

    This is the time to stop and take a careful assessment of where Gen X savers are and see what changes they need to make to ...
  77. Tips for Handling Client Inheritance

    When clients leave or receive an inheritance, be prepared to deal with much more than mere paperwork or financial transactions.
  78. Who Wins With RoboAdvisors? Everyone?

    Technology has played a vital role in shaping the financial planning industry and it appears that the next phase of automated ...
  79. 12 Experts Explain The Secret To Buffett’s Success

    We interviewed some of America’s biggest money experts, and threw them a gauntlet: Tell us the secret to Warren Buffett’s ...
  80. Buffett’s Most Misunderstood Investment Advice

    Warren Buffett is undeniably the most successful investor in history. He's constantly ask for advice, and he is never short ...
  81. Advice on Dealing with Unequal Inheritances

    When it comes to inheritances, the concept of equal versus equitable can be hard to navigate, even when all parties are reasonable. ...
  82. Why Robo-Advisors are a 'Win-Win' for FAs, Clients

    The rise of robo-advisors was seen as added competition for traditional financial advisors. Instead, they could spell a 'win-win' ...
  83. Should You Tune In To the Market Noise?

    The world of investing is growing within the exchange traded fund (ETF) space, which has low costs and gives the ability ...
  84. Schwab Courts Advisors with New Robo-Advisor

    On the heels of launching a robo-advisor service for individual investors, Schwab is set to debut one designed for independent ...
  85. How to Evaluate a Robo-advisor

    With the addition of robo-advisors, investors have a variety of new choices when it comes to how they find help in managing ...
  86. How to Help Clients Find Unclaimed Assets

    Locating unclaimed money or other property for clients can be a very useful additional service that can help you to add value ...
  87. SEO Tips for Financial Advisors

    Search engine optimization is just one piece of the puzzle when it comes to creating an effective online presence.
  88. SEC's CARDS Plan Creates Controversy for Brokers

    The securities industry isn't happy with the hand it may be dealt with the SEC's proposed CARDS rules.
  89. Who Wants to be a 401(k) Millionaire?

    Want to be a 401(k) millionaire? Here are some tips to get you on the right path.
  90. The Pros and Cons of 401(k) Loans

    A look at the pros and cons of 401(k) loans.
  91. Are Longevity Annuities in 401(k)s a Good Idea?

    An in depth look at the arrival of longevity annuities in 401(k)s and IRAs.
  92. Should Investors Nix Actively Managed Funds?

    Index fund returns are on a tear but does this mean investors should nix actively managed funds?
  93. CFP Board’s Career Portal to Bridge Talent Gap

    The CFP Board's new online career portal aims to bridge the gap between financial advisors and employers.
  94. How to Train Your New Financial Advisor

    Once you've hired a new adviser, an equally important process begins: training them.
  95. Top Financial Planning Colleges: A Primer

    An overview of the top colleges for financial planners and advisors.
  96. With Schwab's New Robo-Advisor, What's Next?

    What does the entrance of Schwab Intelligent Portfolios into the robo-advisor space mean to online financial advice?
  97. Tips for Securing Your Client's Data

    Completely protecting your clients from every kind of cyberattack is impossible, but here are some tips to greatly reduce ...
  98. Helping Clients Choose Long-Term Care Insurance

    The need for long-term care has become an inescapable (and pricey) issue for retirees. Here's what financial advisors can ...
  99. Helping Young Investors Avoid Financial Pitfalls

    Young investors are especially prone to financial mistakes. Here's what you can do to help them.
  100. What Do Certified Financial Planners Earn?

    Individuals with the Certified Financial Planner designation enjoy an above-average salary range as well as promising current ...
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