Financial Careers Articles

  • Showing 201-300 of 961 items
  • <<
  • ...
  • 2
  • 3
  • 4
  • ...
  • 10
  • >>
  1. The 10 Must Watch Movies For Finance Professionals

    Finance makes for great cinema; here are 10 of the best offerings by Hollywood on the subject.
  2. How to Buy Annuities When Interest Rates Are Low

    The current low interest rate environment complicates the decision to buy an annuity. Here's what financial advisors need ...
  3. State Street Shifts to Hedge Funds

    ETF pioneer State Street has been losing market share to its peers. Here's how it plans to turn that around.
  4. Top Retirement Prep Questions to Ask Clients

    Is your client really ready for retirement? Here are some essential questions to ask.
  5. Tips for Dealing with a Subpar 401(k)

    Here's how financial advisors can help clients enrolled in subpar 401(k) plans.
  6. Advisors: Tap Peers for 'Second Opinions'

    When it comes to knowledge, more is better. And everybody wins when advisors seek second or third opinions for their clients ...
  7. The Impact of the 401(k) Court Ruling on Advisors

    The Supreme Court's recent ruling on 401(k)s has many implications for financial advisors. Here's a look.
  8. Retirement Plan Options for Small-Business Owners

    Small-business owners and self-employed individuals are responsible for funding their own retirement. The SEP-IRA and solo ...
  9. Save Your Retirement from Unscrupulous Advisors

    The best way to avoid IRA sabotage caused by high fees and advisors selling expensive investment products? School yourself. ...
  10. Career Advice: Management Consulting Vs. Investment Banking

    Compare the career opportunities available in management consulting and investment banking. Learn about salaries, skills ...
  11. Career Advice: Management Consulting Vs. Law

    Compare the career opportunities between management and law using such criteria as skills needed, starting salary and work-life ...
  12. Career Advice: Management Consulting Vs. Private Equity

    Compare the career paths of management consulting and private equity, using criteria such as skills needed, starting salary ...
  13. Career Advice: Management Consulting Vs. Hedge Fund

    Compare careers in management consulting and hedge funds using criteria such as skills needed, educational requirements, ...
  14. Top Tips for Picking a Wealth Management Firm

    The advisor managing your assets has the potential to change your retirement fate. Here are some tips to get you started ...
  15. Fidelity Helps Advisors Drop Unprofitable Clients

    Fidelity has introduced a program for advisors that allows them to drop less affluent clients while still earning referral ...
  16. 5 Ways to Merge Marketing and Your Hobbies

    Marketing your services is an ongoing part of your business. There's no better way to do it than by engaging in activities ...
  17. Should You Work At A Boutique Investment Bank?

    Boutique investment banks are consistently increasing their marketshare. Should you consider a job at a boutique instead ...
  18. Top 10 Must-Read Books for Finance Professionals

    Interested in the financial world? Here are some books that provide keen insight into its history and how it works.
  19. How Does Wealthfront Work and Make Money?

    Wealthfront is a financial technology company that uses software to manage assets for its clients. To open an account, clients ...
  20. Can You Really Trust A Robo-Advisor?

    Discover the benefits robo-advisers offer over or in conjunction with financial advisers, and learn why they are important ...
  21. A Financial Advisor’s Job Is Not to Beat the Market

    Understand what the real job responsibilities of a financial advisor are, and why they do not include picking investments ...
  22. Top 5 Web-Based Platforms Used by Financial Advisors

    Read about some of the best online software for financial advisers, and learn what these tools can do to make a financial ...
  23. 5 Traits the Worst Financial Advisors Share

    Learn how the worst financial advisers tend to share common traits, including greed, arrogance, ignorance and being difficult ...
  24. RIAs and Brokers: What's the Difference?

    RIAs and brokers are held to different standards when providing investment advice. Here's how they differ.
  25. Ready to Retire? Ask Yourself these 7 Questions

    Feeling ready for retiring? Before you make the jump, ask yourselves these questions.
  26. Wealthy Clients are Thirsty for Better Advice

    New research uncovers the ultra-weathy's fast-growing demand for better, in-depth investment advice.
  27. 5 Questions to Ask Yourself Before Retiring

    Before you retire, it's important to ask yourself these questions to ensure you're ready.
  28. Is EMQQ the Best ETF Bet for China?

    There are many ETFs that track Chinese equities, but this one is unique. Here's why.
  29. How Advisors Can Compete with Robo-Advisors

    There are lots of solutions that enable advisors to meet the demands of tech-savvy clients and compete with robo-advisors. ...
  30. Question the Funds Picked By Your Financial Advisor

    Learn the importance of having a financial adviser whom you can trust and why questioning the funds he selects is part of ...
  31. Financial Advisors: Social Media Is a Gold Mine

    Learn how social media is a gold mine for financial advisers. Maintaining a social media presence enables you to reach customers, ...
  32. 'Man Up': 3 Tips for Working with Male Clients

    Male clients aren't always financially literate. Here's how advisors can meet their needs.
  33. How to Decide When to Sell Mutual Fund Shares

    Whether actively-managed or index there is a need to monitor mutual fund holdings. Here's how advisors can help clients decide ...
  34. Top Referral Tips for Financial Advisors

    A referral from a friend, colleague or industry expert can go a long way in getting more prospective clients to give you ...
  35. Robo-Advisors, the Ultra Rich’s New Best Friend

    Explore the services offered by robo-advisors, and learn how their substantially lower fees can represent significant savings ...
  36. 4 Signs Your Financial Advisor Is Ripping You Off

    Pay attention to the habits of your financial adviser to avoid him ripping you off by commingling, churning, scamming or ...
  37. Indie Broker-Dealers with the Most Women Advisors

    How are women advisors represented at independent brokerage firms? Here are the top firms with the most women advisors and ...
  38. Why Robo-Advisors Might Not Last as Independents

    Robo-advisors are likely here to stay. But will the current crop of start ups get swallowed by big players?
  39. How Funds, ETFs Can Be Riskier than You Thought

    Here's why it's important to pay attention to the underlying holdings in ETFs and mutual funds and how they impact overall ...
  40. How Does Betterment Work and Make Money?

    Betterment charges incredibly low management fees when compared to traditional investment firms. How and why does it do this ...
  41. How Advisors Can Help Gen Y with 401(k) Issues

    Here's how advisors can help millennials get the most out of a 401(k).
  42. Brokers and RIAs: One and the Same?

    Brokers and registered investment advisors have some key differences. Here's what you need to know.
  43. Retirement Planning Do's and Don'ts for Advisors

    Helping clients prepare for retirement requires a mindshift from simply mananging their assets. This list of do's and don'ts ...
  44. SEC Audit? No Problem (If You're Prepared)

    Audits are unwanted and unpleasant, but by getting your proverbial ducks in a row ahead of time you can ease and simplify ...
  45. Chasing Gen-Y: Why Northwestern Bought LearnVest

    In an effort to stay relevant to a young generation of investors, Northwestern Mutual bought online moneymanager LearnVest. ...
  46. The Top Insurance Needs of Retirees

    While health insurance is the primary insurance need for retirees, there are other types advisors need to consider for their ...
  47. How Advisors Can Minimize Their Own Risks

    Risk management is important in any enterprise. But when it comes to the financial advisory business, the stakes are higher.
  48. How Advisors Can Help Clients Manage Old 401(k)s

    Helping clients manage their old 401(k)s is a huge retirement planning issue. It also presents opportunity for advisors. ...
  49. 4 Apps Every Financial Advisor Should Have

    Learn about some the best apps available to assist financial advisors to make their work easier and enable them to provide ...
  50. Top Reasons Why Advisors Don't Get Referrals

    These corrective steps will go a long way toward allowing financial advisors to stand out as being deserving of a referral.
  51. Couples: Avoid These 3 Big Financial Mistakes

    Money is one of the top reasons couples argue. Here are the major issues advisors need to be aware of to help couples avoid ...
  52. 7 Ways for Advisors to Be More Cyber-Secure

    How to get ahead of regulators—and hackers—on all things cybersecurity.
  53. Worried About Bond Market Liquidity? Try ETFs

    If you're looking for liquidity in the bond market, then turn to bond ETFs. Here is an analysis of 11 to consider.
  54. How to Plug Your Biggest Security Hole

    Bad security leaks can come from unexpected places. Implementing security best practices will help.
  55. Forget 401(k)s: Put Your Next Savings Dollar Here

    A 401(k) might be the post popular option for retirement savings, but there is another lesser-known option that may make ...
  56. 5 Traits the Best Financial Advisors Share

    Discover what the best financial advisers share in terms of the traits they possess, and learn what clients value most in ...
  57. Top 5 Software Programs Used by Financial Advisors

    Obtain information about the top five financial planning software programs that are most commonly used by professional financial ...
  58. The 5 Biggest Financial Advisory Firms in the US

    Read about the five largest financial advisory services firms in the United States, including big names such as Vanguard ...
  59. The Pros & Cons of a Financial Advisor Career

    Discover what a career as a financial adviser entails, and learn what pros and cons an individual faces when embarking on ...
  60. How Advisors Can Build a HNW Estate Planning Niche

    Here's how advisors can fill a void when it comes to serving the estate planning needs of high-net-worth individuals.
  61. Why Women FAs Prefer Some Indie Brokers

    Here's what some firms are doing right when it comes to recruiting and retaining female advisors.
  62. Life Insurers and Millennials: Strange Bedfellows?

    Life insurers are courting Millennials. Is this a strange fit? And how will they cater to this generation?
  63. Advisors: Use Tech to Attract, Retain Clients

    Investors want an investment approach that blends technology and the human touch. Therefore, financial advisors should embrace ...
  64. 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.
  65. Propel Your Practice with Advisor Study Groups

    Advisor study groups can be a big help to your practice.
  66. 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 ...
  67. 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 ...
  68. 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 ...
  69. 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 ...
  70. 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.
  71. 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.
  72. 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 ...
  73. Why Millennials Might Not Be Ideal Clients

    Here's why luring millennial clients might be a waste of time (for now).
  74. Creative Ways to Win Wealthy Clients

    Building a high net worth practice requires a plan and consistency. Here are some tips.
  75. Advising FAs: Explaining Annuities to a Client

    Conceptually speaking, annuities can be thought of as a reverse form of life insurance.
  76. 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 ...
  77. 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) ...
  78. 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 ...
  79. 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. ...
  80. Is Your Financial Advisor Looking Out for You?

    Financial advisors sometimes aren't looking out for clients' best interests. Regulators are scrutinizing their practices; ...
  81. 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. ...
  82. 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.
  83. 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 ...
  84. 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 ...
  85. 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. ...
  86. Short-Term Funds or Fixed Deposits: Is One Better?

    Choosing between short-term funds and fixed deposits? Here's what you need to know.
  87. 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 ...
  88. 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 ...
  89. 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 ...
  90. 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.
  91. 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 ...
  92. 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 ...
  93. 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.
  94. 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 ...
  95. 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.
  96. 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 ...
  97. 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 ...
  98. 5 Must-Read Blogs for Financial Advisors

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

    What will be more popular in the near future: active or passive ETFs?
  100. 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.
  • Showing 201-300 of 961 items
  • <<
  • ...
  • 2
  • 3
  • 4
  • ...
  • 10
  • >>
Hot Definitions
  1. Real Estate Investment Trust - REIT

    A REIT is a type of security that invests in real estate through property or mortgages and often trades on major exchanges ...
  2. Section 1231 Property

    A tax term relating to depreciable business property that has been held for over a year. Section 1231 property includes buildings, ...
  3. Term Deposit

    A deposit held at a financial institution that has a fixed term, and guarantees return of principal.
  4. Zero-Sum Game

    A situation in which one person’s gain is equivalent to another’s loss, so that the net change in wealth or benefit is zero. ...
  5. Capitalization Rate

    The rate of return on a real estate investment property based on the income that the property is expected to generate.
  6. Gross Profit

    A company's total revenue (equivalent to total sales) minus the cost of goods sold. Gross profit is the profit a company ...
Trading Center
You are using adblocking software

Want access to all of Investopedia? Add us to your “whitelist”
so you'll never miss a feature!