Financial Careers Articles

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  1. 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.
  2. 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.
  3. 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.
  4. Why Advisors Should Sidle Up to Estate Attorneys

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

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

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

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

    An overview of the top three credentials for financial advisors and what they require.
  9. 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 ...
  10. 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?
  11. 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 ...
  12. Advisors: Avoid these Common Mistakes

    Every financial advisor should work hard to avoid these common missteps.
  13. 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 ...
  14. Why Your Clients Just Might Work into Their 70s

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

    Registered investment advisors are consolidating their business and assets. Here are 15 of the fastest-growing RIAs.
  16. 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.
  17. 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 ...
  18. 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.
  19. Understanding Periodic Vs. Perpetual Inventory

    An overview of the two primary inventory accounting systems.
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. 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 ...
  24. Alternatives Need More Education, Not Enforcement

    While disclosures and investor education need improvement, alternatives provide a valuable way to increase yield and hedge ...
  25. 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.
  26. 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 ...
  27. 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 ...
  28. 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 ...
  29. 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.
  30. 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. ...
  31. 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 ...
  32. Top Strategies on How to Become a Stock Broker

    Gunning to be a stock broker and want an edge? Here's some veteran advice.
  33. 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.
  34. The Open Architecture Issue with Robo-Advisors

    Arguably, the best robo-advisors are those with open architectures and loyalty to their customers above all.
  35. 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.
  36. 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 ...
  37. Why Advisors Should Focus on Relationships

    Successful financial advisors share a secret: It's about the people, not the numbers.
  38. 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. ...
  39. An Advisor's Guide to Prof. Liability Insurance

    A guide to what financial advisors need to know about professional liability insurance.
  40. 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 ...
  41. 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.
  42. 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.
  43. 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 ...
  44. Strengthening Relationships With Women Clients

    While women continue to gain economic power, not all financial advisors show the respect and consideration women deserve. ...
  45. 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 ...
  46. 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 ...
  47. How Much Do CPAs Make?

    If you're considering becoming a CPA, here's what you might expect to earn.
  48. 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 ...
  49. Why Investment Bankers Need Financial Advisors

    Even the most successful investment bankers need financial advisors. Here's why.
  50. 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 ...
  51. 5 Signs You're Getting Bad Financial Advice

    Use good judgment and practice due diligence when contracting with professional money managers and advisors.
  52. 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 ...
  53. Avoid These 5 Scams Targeting Senior Citizens

    Unfortunately, many scam artists try to prey on people whom they perceive as particularly vulnerable, especially seniors. ...
  54. 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 ...
  55. 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 ...
  56. 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 ...
  57. 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 ...
  58. 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. ...
  59. Understanding Social Security Eligibility

    Who qualifies for Social Security payments and when can they get them?
  60. 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 ...
  61. 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.
  62. 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 ...
  63. 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 ...
  64. 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 ...
  65. 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.
  66. 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.
  67. 7 Sentences Successful People Never Say

    Success & wealth are not something that can be accomplished overnight. Here, we interviewed more than a thousand millionaires ...
  68. 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 ...
  69. 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.
  70. 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.
  71. 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 ...
  72. 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 ...
  73. 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 ...
  74. 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.
  75. 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 ...
  76. Top Bachelor Degree For A Hedgefund Career

    From economics to statistic analysis, certain bachelor's degrees make graduates more qualified for landing highly sought ...
  77. 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.
  78. What Do Investment Bankers Really Do?

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

    We explain why Last-In-First-Out is banned under IFRS
  80. 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 ...
  81. Beware: These Bond Funds Act Like Stocks

    Beware of bond funds that act like stocks.
  82. 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 ...
  83. 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.
  84. 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 ...
  85. 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 ...
  86. Tips for Breaking the Ice with New Clients

    Tips and methods to ensure a successful start to client/advisor relationships.
  87. 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 ...
  88. 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 ...
  89. 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 ...
  90. 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 ...
  91. 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 ...
  92. How Advisors Can Help Protect Vulnerable Clients

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

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

    Financial advisors looking to grow their practices should focus on potential high-net-worth millennials.
  95. 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?
  96. 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 ...
  97. Mutual Funds: How Many is Too Many?

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

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

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

    A look at how new rules introduced by the SEC will impact money market funds.
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