Financial Careers Articles

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  1. Finding the Right Business Coach for Your Practice

    Financial advisors looking to grow their practices can hire a business coach. Learn when a coach is needed, as well as the ...
  2. How to Acquire Affluent Clients

    Financial advisors need to establish trust to gain affluent clients. These strategies can help you build your client base ...
  3. Affluent Clients Have Different Financial Planning Needs

    Financial advisors must keep in mind that affluent clients have different planning needs to address taxation, wealth protection ...
  4. How to Explain the Fiducuary Rule to Your Clients

    Here's how to deliver the underlying message of the Department of Labor's new fiduciary rule to your clients.
  5. Advisors-Turned-Fiduciaries: Insurance You'll Need

    The DoL rules provide a new structure under which advisors can be held liable for any failure in this area. Advisors are ...
  6. 10 of the Most Famous Financial Advisors (BRK-A)

    The most famous financial advisors are a mix of legendary investors, best-selling financial authors, celebrity talk show ...
  7. 5 Traits That Successful Financial Advisors Have

    Successful financial advisors have specific traits. Whether you aspire to be one or need to hire one, learn five of the top ...
  8. How to Calculate What You Need for Retirement

    You might not be able to predict all the variables that impact retirement planning, but there are tools to help make simple ...
  9. 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 ...
  10. An Example of an Advisor's Successful Marketing Plan

    With more investors using social media, financial advisors are moving their marketing online. Here is an example of a digital ...
  11. Retired? Tips for Spending Your Nest Egg Wisely

    It can be hard to start spending money once retirement finally comes. Here are some best practices on how to transition from ...
  12. Can You Save Too Much for Retirement?

    Planning how much you need for retirement is not an easy task – there are many variables to consider. Here's a little help ...
  13. How Much Money is Enough if I'm 90?

    Worrying about money never ends. Even when you're well into your 90s and have more than $2 million invested, will you still ...
  14. Those Who Retire Early Share These Traits

    Here's how people planning on retiring early prepare for what's ahead.
  15. 7 Ways to Make Your LinkedIn Profile Better

    Your LinkedIn profile as an advisor shouldn't remain static. Here are seven ways to enhance your account so that potential ...
  16. Financial Advisors: Face-to-Face Meetings Are Better

    One of the key ways that a financial advisor can connect with a client and forge a personal bond is through regular face-to-face ...
  17. How to Sell Life Insurance Online

    Life insurance brokers can increase sales by marketing online. However, no website or digital marketing strategy can be good ...
  18. How Investment Advisors are Changing with The Times

    The world of investing is constantly changing. Our survey of top registered investment advisors (RIAs) around the country ...
  19. How to Build a Content Calendar on Facebook

    Including a content calendar on a Facebook business page is a good way to share information and connect with clients.
  20. 3 Real Estate Companies With Great Training

    Which real estate company has the best training? Learn why Keller Williams, Weichert and Redfin offer new agents the best ...
  21. How Financial Advisors Can Buy Referrals

    Financial advisors can buy referrals through third-party websites such as Paladin Registry, NAPFA or the Garrett Planning ...
  22. What Are Virtual Financial Advisors?

    The internet has provided a convenient way for financial advisors to offer their services to a wide customer base through ...
  23. These 3 Investment Banks Will Pay for Your MBA (GS, CS)

    Many investment banks will pay for an MBA, but bankers should keep in mind this advanced degree is not always their ticket ...
  24. Is a Career in Investment Banking Worth It?

    Discover why many finance professionals are wondering whether an investment banking career is worth it. Consider the challenges ...
  25. How to Evaluate Smart Beta ETF Strategies (IWD, IWF)

    ETF providers are rolling out new smart beta products at a rapid pace. Here are some ways to evaluate them.
  26. Here's Where Investment Banks Are Recruiting (GS, C)

    The question of "Where do investment banks recruit?" is best answered through an analysis of the top schools where investment ...
  27. 5 LinkedIn Must Dos If You Only Have 15 Minutes

    Here's how to leverage LinkedIn to help market your practice in less time than it takes to drink a cup of coffee.
  28. Helping Couples Strategize for Social Security

    Even with the elimination of the file-and-suspend option for couples claiming Social Security, there are strategies they ...
  29. Advisors, Try This Untapped Wealth Market

    Targeting international clients is a great way for advisors to reach an untapped market, although these folks have specific, ...
  30. What Advisors Can Learn From Cal Ripken Jr.

    The FPA's annual meeting in Baltimore drew over 1,800 attendees and one MLB Hall of Famer. Here's what advisors can learn ...
  31. 3 Financial Planning Lessons Learned From Golf

    There are many parallels between the challenges of golf and managing one's finances. Here are some guidelines culled from ...
  32. How to Turn Your Website Into a Magnet for Clients

    Cement the viability of your own website by using these top elements from some of the most well-regarded advisor sites around.
  33. Advisors: How to Reach Clients With Hashtags

    Hashtags are a valuable discovery tool in your social media strategy—as long as you're using them correctly and effectively. ...
  34. What Career-Switching Advisors Bring to the Table

    From teaching and even acting, there’s opportunity for career changers in the financial advisory world.
  35. 6 Social Media 'Musts' for Financial Advisors

    Here are six things advisors should always do online to keep clients happy and gain sales leads.
  36. How Robo-Advisors Are in Reach for More Clients

    With competition heating up in the robo-advisor market, account minimums are dropping as major players fluctuate on deciding ...
  37. 6 Social Media Mistakes Advisors Should Avoid

    Financial advisors who are embracing social media as part of their digital marketing strategy need to avoid making these ...
  38. How to Be a Savvy Saver From the Start

    Here's why saving early will get you in the habit for the long-term, and give you a huge head start on your life's financial ...
  39. Partner With a Financial Advisor That Adds Value

    Learn why financial advisors should partner and how it can add value to a practice. Also learn about types of partnerships ...
  40. What Advisors Can Learn from Robo-Advisors

    Human advisors can learn a lot from robo-advisors while still promoting his or her own special talents.
  41. 3 Key Financial Guidelines for College Graduates

    College graduates face a multitude of challenges these days, so help them out by sharing your best personal finance tips. ...
  42. Why We All Need to Be More Financially Literate

    A better understanding of personal finances, and money in general, will make us all better off in the future.
  43. Advisors: It's Time to Get Serious About Facebook

    Advisors shouldn't overlook Facebook as a way to reach potential clients.
  44. Important Personal Matters That You Should Know About Your Clients

    Financial advisors can only create very successful financial plans if clients provide some personal information to help the ...
  45. Top 3 Coaching Programs for Financial Advisors & Planners

    Financial advisors and planners looking to improve their practice may hire coaches such as CEG Worldwide, Oechsli Institute ...
  46. Types of Investors Financial Advisors Should Be Aware Of

    Here's why Financial Advisors should be aware of certain investors, ranging from bond buyers to day traders.
  47. Financial Advisors Should Apply the Pareto (80/20) Principle

    The Pareto Principle can help advisors avoid wasting their time chasing and servicing client accounts that don't generate ...
  48. Advisors: Catch New Clients Like Pokemon Go

    Tech-savvy advisors may want to consider leveraging gamification as part of their strategy to attract clients.
  49. Teachers: Who is Managing Your 403(b)?

    It's imperative that teachers research the practices of their retirement fund managers, who should always be working in their ...
  50. How Advisors Can Improve Their Digital Marketing

    If you want to grow your business and stay in touch with current clients, here are four ways to improve your digital marketing ...
  51. How to Protect Assets from Creditors and Lawsuits

    Proper planning is required to ensure that a client’s assets are truly protected. Here are some strategies that can help ...
  52. Address These Concerns to Avoid SEC Scrutiny

    These are the key issues that the SEC is currently focusing on that advisors need to be aware of to stay compliant with regulations. ...
  53. Stories of 3 of the Most Successful Financial Advisors

    It takes determination to become a successful financial advisor, and three of the most successful advisors have overcome ...
  54. Smart Beta ETFs: The Pros and Cons

    Pros and cons of smart beta ETFs.
  55. Small Endowment Money: A $100B Opportunity

    A shift to outsourced management among small endowments is providing billions in opportunities to capture assets.
  56. Is the CFA Useful for Corporate Finance?

    The CFA is useful for some job functions, but an MBA may better suit younger workers.
  57. Lack of Financial Literacy is Costing Investors $10B a Year

    Financial literacy is on the decline in the U.S. Advisors shouldn't assume their own clients are well-versed in all areas ...
  58. How Master Limited Partnerships are Taxed

    MLPs are a different animal when it comes to taxes. Here's how they work.
  59. How to Figure Out Your Retirement Money Needs

    Running out of money in retirement can be a tragedy for you and your family. Consider the following factors when determining ...
  60. How to Financially Advise Newly Single Clients

    People who become newly single due to the death of a spouse or divorce have a unique set of financial needs that must be ...
  61. Why Personal Introductions Are Important for Financial Advisors

    This tested, intelligent approach helps generate warm leads that include valuable personal introductions from your existing ...
  62. Should Financial Advisors Pursue the CFA?

    There is a certain prestige that comes with obtaining your CFA, but is it needed?
  63. Are Low-Volatility ETFs Becoming Overvalued?

    Has the popularity of low-volatility ETFs caused them to become overvalued and more risky than investors and advisors expect? ...
  64. How Utmost Good Faith is Applied in Practice

    The principle of utmost good faith is an articulation of the need for both parties to act in a completely open and honest ...
  65. How the Fiduciary Rule Creates Rollover Dilemma

    Here's how the DOL's new fiduciary rule creates a quandary when it comes to retirement plan rollovers.
  66. How Robo-Advisors Can Fill Mass-Market Advice Gap

    As advisors turn their sights to wealthier investors, robo-advisors are increasingly becoming a reasonable option for so-called ...
  67. It's Important for Financial Advisors to Review Their Book of Business

    Here's how financial advisors can avoid leaving revenue on the table.
  68. What Advisors Need to Know about SEO, Social Media

    Search engine optimization and social media can have a direct impact on an advisor’s success (or failure). Here are some ...
  69. Are Smart Beta ETFs Active, Passive or Both?

    Are smart beta ETFs a form of passive management, active management or a hybrid of both?
  70. How to Explain Smart Beta Strategies to Clients

    Smart beta funds continue to gain steam. Here's how to explain the benefits of these strategies to clients.
  71. How Financial Advisors Measure Capital Market Expectations (WFC, BLK)

    Capital market expectations directly influence how a financial advisor allocates asset classes in a portfolio, resulting ...
  72. Qualifications That Every Financial Advisor Needs

    There are four qualifications that all financial advisors should have, including educational requirements, licensing, certifications ...
  73. Understand Your Financial Personality

    We talk to Joe Duran, the CEO of United Capital, about how different financial personalities drive decision making in investing ...
  74. Best Software Programs for Creating an Investment Policy Statement

    An Investment Policy Statement (IPS) guides an investor's long-term investment decisions. This article describes the best ...
  75. What Is Your Client's Willingness and Ability to Take Risk?

    Financial advisors must carefully consider a client's willingness and ability to take investment risks, including tax concerns ...
  76. Smart Beta: How Does Quality Factor In?

    One of the factors used in smart beta strategies is quality. Here's a look at this popular factor and the ETFs that use it. ...
  77. Big Firms Increasingly Snubbing Smaller Clients

    The definitions of wealth are changing. The former benchmark of a wealthy client, $250,000, is no more at the big firms. ...
  78. How to Cut Back on Spending Like a Billionaire

    We can learn smart financial habits from some of the richest people in the world.
  79. How to Combat the Lure of 'Free' Financial Advice

    If most of us realize that there is no such thing as a free lunch, why do we make illogical decisions when we hear free financial ...
  80. How to Fund Long-Term Healthcare Costs

    Healthcare costs in retirement are rising. Here are some options that you and your clients should consider to help them fund ...
  81. The Fiduciary Rule: What Will Implementation Cost?

    Compliance with the new fiduciary rule is proving to be costly for many firms.
  82. Top 3 Things NOT to Say to Clients

    Steadily growing your client roster can be tough these days. Communicating effectively with customers should be one of your ...
  83. How the Fiduciary Rule Will Impact 401(k) Advisors

    Here's the impact that the new fiduciary rules will have on financial advisors serving as advisors to 401(k) and other defined ...
  84. How to Give Clients the Right Portfolio Perspective

    Clients' ability to access immediate information about the market is a blessing and a curse for financial advisors.
  85. To Roll a 401(k) Over or Not: Guiding Clients

    A critical decision for clients who change jobs a few times in their career is what to do with their defined contribution ...
  86. Traps That Lead to Market Underperformance Part I

    There are many psychological traps that lead to defeat in investing. But I've noticed this one more than others over the ...
  87. The Fiduciary Rule and Its Impact on Mutual Funds

    The cost of mutual funds will come under scrutiny as part of the move towards transparency with the DoL's new fiduciary rules.
  88. Why Advisors Should Offer HSA Advice

    As HSAs continue to gain steam, advisors need to incorporate them into their practices in order to round out their product ...
  89. How Financial Times Are Changing

    Today there are probably better ways for you and your advisor to spend time than actively trying to beat the market.
  90. The Importance of a Client's Risk Assessment

    Financial advisors and money managers must do a detailed risk assessment regarding each client before they can recommend ...
  91. The Myth of Friendly Financial Advice

    Free financial advice from family, friends and colleagues is often only worth what you pay for it.
  92. Advisors: Your Women Clients Are Not All the Same

    Advisors who want to work with women clients need to understand that they are a diverse group with these distinct financial ...
  93. Are Non-Traditional Bond Funds Right for Clients?

    The low correlations that many non-traditional bond funds have to the Barclay’s Aggregate Bond Index can make them a solid ...
  94. Senior Citizens Feel Cheated by LTC Rate Hikes

    It's grim news for some long-term care policy holders who now face a bleak choice of settling for reduced benefits or paying ...
  95. How to Distinguish Advisors From Salespeople

    What's in a financial professional's title? Often a great deal of confusion and potential for conflict. So be sure you're ...
  96. Why Hobbies Should Be Part of Your Retirement Plan

    Retirement should be fun—you’ve worked all your life and you deserve to enjoy your time off. Here's why it's important to ...
  97. Robo-Advisors vs. Passively Managed Funds: Which Is Better?

    Expense is the main distinction between the two, but each has its plusses and minuses, depending on the type of investor ...
  98. The 3 Biggest Secrets About Financial Planning

    Financial planning is more comprehensive than many professionals suggest. Here's what you should be thinking about when it ...
  99. How Financial Advisors Manage Liquidity Risk

    Financial advisors have to carefully consider a client's willingness and ability to take investment risks, including tax ...
  100. Identifying a Breach of Fiduciary Duty

    Pension fund managers are not the only entities owing a fiduciary duty to stockholders. Corporate officers and directors ...
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