Financial Careers Articles

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  1. The 6 Best Financial Advisors in Los Angeles

    Understand what makes a financial advisor a good choice. Learn about the top six best financial advisors in the greater Los ...
  2. Middle Market Investment Banks

    We take a close look at investment banks working with middle market companies.
  3. Career Advice: Stockbroker Vs. Financial Advisor

    Read a detailed comparison between life as a stockbroker versus a financial advisor; find out how the two are different and ...
  4. The 6 Best Financial Advisors in Chicago

    Understand what makes a financial advisor good and why it may be difficult to find one. Learn about six of the best Chicago-based ...
  5. How to Diversify with International Stocks

    Diversifying with international stocks can benefit most portfolios, but beware of country risk.
  6. What Millionaires Fear the Most

    How much is enough? Millionaires feel major stress over this question.
  7. How Retirees Should Prepare for a Rate Hike

    Janet Yellen has indicated that there will likely be a rate hike later this year. Here's how retirees should prepare.
  8. 4 Reasons Private Banking Is the Right Career For You

    Learn how a strong income potential, good hours, strong client relationships and low stress might make private banking the ...
  9. Top Investment Banks In The Real Estate Industry

    The real estate market relies on capital provided by large global investment banks.
  10. The Importance Of Tracking The Whisper Number

    Don't let the name fool you: Whisper numbers are making themselves heard. Here's why you should be paying attention.
  11. Retirement Looming? Here are 6 Essential Tips

    Planning on retiring in the next decade or so? Here is a checklist for both advisors and those planning on their own.
  12. How Fixed Index Annuities Yield Retirement Income

    For investors worried about outliving their income in retirement, fixed indexed annuities can help fill the gap. Here's how.
  13. How to Use Index Funds to Diversify Your Portfolio

    Index funds can act as quality diversification tools, but they can also present danger if you don't use them correctly.
  14. How to Launch a Wealth Management Firm

    Opening a wealth management firm is a complex process. By keeping these rules in mind, financial advisors can increase the ...
  15. Career Advice: Investment Banking Vs. Investment Management

    Review an in-depth comparison between investment banking and investment management, their respective career paths and which ...
  16. Dumb Things Financial Advisors Do to Repel Clients

    Want to run a succesful financial advisory practice? Here's a handful of things to do and NOT to do.
  17. The Pros & Cons of Alternative Investments

    Alternative investments are becoming popular investment vehicles for individual investors. Here are the pros and cons of ...
  18. Career Advice: Financial Analyst Vs. Investment Banker

    Read an in-depth comparison about working as a Financial Analyst vs. working as an Investment Banker, two highly prestigious ...
  19. An Undiscovered Growth Stock to Consider This Year

    Wall Street may not have uncovered this perfectly positoned defense company yet, but it will, and that could mean huge gains ...
  20. A Quick Explanation of How Short Selling Works

    Explanations of short selling can be hard to grasp. Here is a quick, realistic example.
  21. Key Metrics to Measure Your Advisory Practice

    These key metrics can help financial advisors measure their success.
  22. Growth of Alternatives via Wirehouses Explained

    Despite a six-year bull market run, alternative investments are gaining ground among wirehouses. Here's where advisors are ...
  23. How to Help Clients Plan a Phased Retirement

    The notion of phased retirement is gaining traction. Here's how advisors can help clients plan accordingly.
  24. Robo-Advisors Now Entering the 401(k) Market

    A look at Betterment's plans to offer an all-ETF online 401(k) plan.
  25. Career Advice: Financial Analyst Vs. Research Analyst

    Read an in-depth comparison between a career as a financial analyst and a career as a research analyst, including which one ...
  26. 3 Tips For Finding a Job in Private Equity

    Understand how difficult it is to break into the field of private equity, and increase your chances by preparing early and ...
  27. How to Ready Your Advisory Practice for Sale

    Advisors who plan to sell their practice need to consider these steps in advance.
  28. Why Are So Few Women in Finance? It's Complicated

    The number of women entering the finance world continues to decline for a variety of reasons but a game-changing new nonprofit ...
  29. 10 Things You Need to Know About Social Security

    Every saver should know these ten things about Social Security retirement benefits.
  30. Got Diversification? Check Out These ETFs

    ETFs are an excellent way to add diversification to your portfolio, but only if you choose the right ones.
  31. Top Investment Banks in the Healthcare Industry

    The same top-ranked investment banks dominate the healthcare sector. However, agile smaller banks may be gaining ground.
  32. Is Facebook Positioned for Long-term Success?

    Facebook is the world's dominant social ecosystem, with a massive reservoir of user photos and data
  33. What Blackrock's Roboadvisory Entry Means

    A look at what BlackRock's acquisition of FutureAdvisor means for both roboadvisors and traditional advisors.
  34. Are You a Bottom-Up or Top-Down Investor?

    Both of these approaches are used to pick stocks. Here's a look at how they work.
  35. How to Advise Clients with Frozen Pensions

    Financial advisors are on the front line in advising clients impacted by a frozen pension. Here's what they need to consider. ...
  36. Closed-End Funds: A Primer

    Closed-end funds have been around for a long time but remain largely misunderstood. Here's a look at how they work and the ...
  37. Top Dividend-Paying Stocks for Diversification

    If you're looking to diversify with dividend-paying stocks, these 16 companies have raised their dividends for 50 consecutive ...
  38. Does Loyalty to a Single Fund Family Make Sense?

    Does loyalty to a single fund family make sense? Here are some things to think about when it comes to dealing with just one ...
  39. Top Tips for Prepping Your Practice for a Sale

    There’s much more to selling a business than finding the highest bidder and getting cash. Here's some help.
  40. Turbulent Market? Affluent Clients Need Help, Too

    Many wealthy clients aren't so confident with investments during volatile markets, according to a recent study. That means ...
  41. Why When China Sneezes the U.S. Catches a Cold

    The size and breadth of the Chinese economy will naturally affect the U.S. Making clients aware of it can help manage portfolio ...
  42. Why Advisors Trust These Fund Firms the Most

    These fund firms are tops when it comes to being trusted choices for financial advisors. But Why?
  43. The 6 Best Financial Advisors in San Francisco

    Understand what makes a financial advisor good and what people should look out for. Learn about the top six financial advisors ...
  44. Career Advice: Financial Analyst Vs. Actuary

    Read an in-depth comparison between financial analysts and actuaries, what it's like to work as each and how to determine ...
  45. Beat Retirement Planning Anxiety with These Tips

    It’s never too early to start thinking about saving for a secure retirement. The key is to start early and not leave things ...
  46. Strategies Advisors Can Use to Avoid Cyber-Attacks

    Cybersecurity is a growing concern for all entities. Financial advisors can avoid problems by being vigilant with these tested ...
  47. Advisors: Which Certifications Are Essential?

    The right advisor credentials can make all the difference, but wading through some 100 certifications can be a challenge. ...
  48. Pension Advances: What You Should Be Wary Of

    The terms some pension advance firms require can be costly. Here's how to be sure your clients aren't making bad decisions.
  49. Smart Beta ETFs: The Pros and Cons

    Smart beta strategies are all the rage. Here's how they work, but consulting with an adivsor is essential to know if they ...
  50. Is Selling Life Insurance the Right Career For You?

    Learn why life insurance sales is a difficult career in which most people do not succeed, and understand what traits it takes ...
  51. Career Advice: Investment Banking Vs. Equity Research

    Read an in-depth analysis of equity research and investment banking careers, and learn what it is like to work in either ...
  52. Career Advice: Accounting Vs. Bookkeeping

    Learn the nuances that separate the similar careers of accounting and bookkeeping, and identify which is better for you based ...
  53. What Will My Social Security Check Look Like?

    It's important to know what your Social Security check will look like in retirement. Here's how you can figure it out.
  54. Where and Why Advisors Are the Happiest (or Not)

    Advisors are less satisfied with their employers this year compared to last, a new study reveals. Here's why and what makes ...
  55. How to Know When to Pass on an Investment

    Knowing what to invest in is important, but knowing what not to invest in is equally important. Here's how to decide when ...
  56. The 6 Industries Driving New York's Economy

    Learn about the six most influential industries in New York, the most economically productive city in the country, and home ...
  57. Career Advice: Investment Banking Vs. Commercial Banking

    Read an in-depth review of the differences between a career in investment banking and a career in commercial banking, including ...
  58. 3 Reasons to Fire Your Advisor

    There is no reason for a client to stay with a financial advisor who is not serving his or her needs. Here are some red flags ...
  59. Why Real Estate is a Good Fit for Older Investors

    Real estate investing can be a good fit for older investors. Here are three reasons why.
  60. Tips on How Advisors Can Tap a Niche

    Most advisors know that marketing is key, but knowing how to market to the right audience is not always evident. Here are ...
  61. How to Help Clients Overcome Retirement Shortfalls

    Telling a client they don't have enough for retirement is tough. Here's how advisors can help clients overcome retirement ...
  62. How to Vet Financial Advisors Via BrokerCheck

    Many people research restaurants or movies, but few select brokers or financial advisors with much research. Here's how BrokerCheck ...
  63. Is Your Portfolio Being Managed By a Robot?

    Robo-advisors are likely going to become a permanent fixture in the money management industry. Here's where they're at.
  64. Socially Responsible Lending Goes Mainstream

    The solid rates of return that socially responsible lending has posted has caught the attention of institutional investors. ...
  65. How to Separate Emotions from Investing Decisions

    With stock market volatility, financial advisors are finding they're doing more hand-holding to help clients navigate turmoil.
  66. Is Private Equity the Right Move Now?

    With equities extremely volatile, does it make sense to move to private equity?
  67. Career Advice: Financial Analyst Vs. Financial Consultant

    Read an in-depth comparison between working as a financial analyst or a financial consultant, including how to determine ...
  68. Career Advice: Investment Banking Vs. Law

    Learn some of the most important differences between a career in investment banking and law, and figure out which career ...
  69. Eyeing a 401(k) Loan? There Are Better Options

    A 401(k) loan may sound good but it's not worth the risk. Here are other options that allow you to leave your retirement ...
  70. Which 401(k) Plan is Right for You?

    An overview of the different types of 401(k) plans and how to choose the right one.
  71. Do Bear Market Funds Make Sense for Investors?

    Bear market funds have their place. But are they right for individual investors?
  72. Longevity Annuity Tax Rules: What You Need to Know

    A look inside the intricacies of the IRS' recently finalized longevity annuity tax rules.
  73. The Pitfalls of PLUS College Loans

    Here's how parents can avoid the pitfalls of PLUS Loans when it comes to funding their children's college education.
  74. The Danger of Targeting Only Ultra-wealthy Clients

    Should financial advisors exclusively target high-net-worth individuals? Here's some help in deciding if it's the right path ...
  75. Career Advice: Accounting Vs. Actuary

    Read about what life is like as an actuary or as an accountant, how the two careers are different and how to decide which ...
  76. Career Advice: Financial Planner Vs. Stockbroker

    Read an in-depth review of a career as a financial planner as opposed to a career as a stockbroker, including how to decide ...
  77. How Advisors Can Give Back to the Community

    It's a good idea to consider ways to give back to your community, especially to those in need of a financial education.
  78. Tapping Mind Maps for Better Financial Planning

    Here's how to use mind maps to better assist your financial planning for clients and, ultimately, improve your business.
  79. Getting a College Student to Love ... Investing?

    College students have a big advantage over many other investors: time. Here's how to get them interested in investing.
  80. Tip for Estate Planning on the Cheap

    Estate planning is an expensive but necessary process for everyone with assets they’d like to eventually distribute. Here's ...
  81. How Advisors Can Help Junior Partners Flourish

    Hiring a junior partner can be beneficial to a financial planning practice. Here's how advisors can help a new hire flourish. ...
  82. Advisors: When Should You Fire a Client?

    Sometimes firing a client is necessary. Here's how to know when it's time to show a client the door.
  83. Retirement Plan Laggards: How to Help Them

    It can be stressful managing clients who started saving for retirement later in life. Luckily there are a few strategies ...
  84. How the Self-Employed Can Prepare for Retirement

    The self-employed aren't saving enough for retirement. Here's what they can do to change that.
  85. How Client Behavior Impacts Retirement Planning

    While many clients know they should save for retirement, they don't. Here's how advisors can help modify their bad financial ...
  86. Top Tips for Inheriting a Book of Clients

    Inheriting another advisor's book of clients can be a big boon. Here are some tips on how to handle the transition.
  87. How to Manage Lower Social Security Adjustments

    Here's how financial advisors can help clients cope with low or no cost-of-living Social Security increases.
  88. How to Help Clients Avoid Estate Planning Pitfalls

    Advisors play a vital role when it comes to estate planning. Here are some tips to help clients prepare properly and avoid ...
  89. How to Break the Paycheck-to-Paycheck Cycle

    Living paycheck-to-paycheck — which many high-income earners do — leaves little wiggle room for any unexpected expenses.
  90. The Rise of Subscription-Based Financial Advice

    The latest way to target younger clients is to provide financial planning services for a monthly fee, simliar to a cell phone ...
  91. Why Goals-Based Investing Might Be Right for You

    With a goals-based investing approach, you can direct your investment philosophy to reach your goals. Here's how.
  92. Ready to Retire? Better to Avoid These States

    Expenses matter in retirement. If you're living in a state with high taxes and/or a high cost of living, you could be fighting ...
  93. Estate Planning Questions to Ask Clients Annually

    Financial advisors need to ask these estate planning questions annually to keep clients on track.
  94. How to Make Taxes Hurt Less During Retirement

    The decisions around retirement planning and the taxes you will owe on your accounts can have long term financial effects. ...
  95. Estate Planning Tips for the Average Client

    Fewer financial assets can lead to bigger issues for families who don't establish an estate plan. Here's how advisors can ...
  96. Before you Buy That Home: Find a Great Realtor

    Most people think of a good realtor as a successful salesperson, but we should not assume than that's what makes a great ...
  97. Robo-Advisors Face First Market Downturn Test

    Robo-advisors are experiencing a major market downtown for the first time. So how did they do?
  98. Why Even the Young Should Establish an Estate Plan

    Estate planning is important even for the youngest clients, and they should have a plan in place should the worst happen. ...
  99. How to Adjust Plans When Clients Keep Working

    Here's how financial advisors can update financial plans for clients who need (or want) to keep working when they've met ...
  100. IRAs: Top Details You Need to Know

    By understanding the major rules for both traditional and Roth IRAs, you'll be prepared to enjoy the benefits of these investment ...
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