Financial Careers Articles

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  1. The Right Financial Advisor for Gay Couples

    While finding the right advisor for gay couples is much easier since same-sex marriages were legalized, same-sex couples ...
  2. The Right Financial Advisor for Dentists

    Dentists have uniqe financial planning needs. Here's what they need to look for in a financial advisor.
  3. Investment Analyst: Job Description & Average Salary

    Learn about the job duties of an investment analyst, what the salary is like, what education is required and what the advancement ...
  4. The Pro’s Guide to Selling Life Insurance to Your Clients

    Learn about the distinguishing characteristics a life insurance agent needs to be successful in the highly competitive life ...
  5. Portfolio Manager: Career Path & Qualifications

    Learn about the basic requirements for getting hired as a portfolio manager, and discover how most professionals in the field ...
  6. When is it Time to Discuss a Client's Life Policy?

    Life insurance is a vital part of financial planning. Here's when and why to talk to clients about it.
  7. 4 Professional Associations Advisors Should Join

    These four professional organizations are among the most respected and well known in the industry.
  8. Investment Banker: Job Description & Average Salary

    Identify what investment bankers do in a typical work day, learn what skills are needed to be successful and understand how ...
  9. Common Interview Questions for Equity Researchers

    Identify the types of questions asked at equity researcher job interviews, and practice giving polished responses that will ...
  10. Data Analyst: Career Path & Qualifications

    Explore becoming a data analyst, one of the hottest careers in the current economy; learn about the career paths and the ...
  11. How to Help Clients Gain During a Down Market

    You can help clients see the silver lining in market downturns by using a few simple strategies. Here are a few.
  12. 8 Hacks for Scoring Cheaper Prescription Drugs

    The rising cost of prescription drugs has caused many patients to scramble for funds. Here's what you can do to help clients ...
  13. Now Is the Time to Check In on Clients' Insurance

    Insurance forms the foundation of many financial plans, and you need to make sure that your clients’ coverage is kept up-to-date.
  14. Weighing the Pros of Stock Buybacks vs. the Cons

    In recent years, the value of stock buybacks has come into question. Here we break down the trend and weigh the pros and ...
  15. How to Strengthen Your Relationships with Investing

    If you are one of the majority for whom family and money discussions sit at the table, here are four ways to improve your ...
  16. How to Gift Your Way to Lower Estate Taxes

    Estate planning is not just for inheritance. High net-worth individuals, who plan properly, can gift their money and save ...
  17. Incentive Trusts: How to Avoid the Pitfalls

    Incentive trusts can motivate beneficiaries to accomplish constructive goals, but they can also end up creating dilemmas. ...
  18. Financial Data Analyst: Job Description & Average Salary

    Learn about the average salary for a financial data analyst position and the skills, education and experience employers require ...
  19. Birth of a New, Liquid Retirement Savings Account

    The new retirement spending account is a hybrid vehicle that combines features of annuities and mutual funds to give a lasting ...
  20. Do Women Need ‘Women-Focused’ Financial Advisors?

    Their life experiences are different from men’s – and their earnings tend to be lower – but does that mean women should be ...
  21. Why Women FAs Prefer Some Indie Brokers

    Here's what some firms are doing right when it comes to recruiting and retaining female advisors.
  22. Common Interview Questions for Quantitative Analysts

    Identify the common questions asked in quantitative analyst interviews, and come up with winning responses to impress your ...
  23. Why Advisors Should Focus on Relationships

    Successful financial advisors share a secret: It's about the people, not the numbers.
  24. 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 ...
  25. The Impact of 401(k) Outflows on Advisors (TROW, FNGN)

    The trend in the growth of assets in 401(k) plans has shifted as Baby Boomers retire, creating opportunities for financial ...
  26. How to Avoid Costly Social Security Mistakes

    Social Security is an important part of most retirement plans. Here are some costly mistakes to avoid.
  27. Comparing Wealthfront and Betterment Vs. Indexed Funds

    Find out how Wealthfront and Betterment differ from traditional indexing. Learn about the benefits of diversification, automation ...
  28. What Working with Celebrity Clients is Really Like

    Expect excitement as well as the mundane when dealing with celebrity clients. Some will be charming; others...not so much. ...
  29. How to Add Celebrities to Your Client Roster

    The trick to landing celebrity clients is a subset of the skill of acquiring clients in general. Here are some strategies ...
  30. Advisors: Here's the Fastest Way to Grow Your Firm

    The best way to grow your financial advisory business quickly is to amp up the 'know,' the 'like' and the 'trust' factors.
  31. State Taxes Retirees Should Know About

    State taxes plays a critical role in the quality of life of retirees. Here's what to consider.
  32. Is Risk Aversion Kryptonite to Millennials?

    Financial advisors to millennials need to pay heed to this generation’s aversion to risk and help them understand how to ...
  33. 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.
  34. 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.
  35. 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 ...
  36. What Triggers an SEC Audit for Financial Advisors?

    Advisors looking to avoid an SEC audit should pay heed to this list of what may catch the regulator's attention.
  37. 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 ...
  38. IRAs: Top Things You Need to Know About Them

    By understanding the major rules for both traditional and Roth IRAs, you'll be prepared to enjoy the benefits of these investment ...
  39. Equity Research: Career Path and Qualifications

    Find out what equity research analysts do on a day-to-day basis, and learn more about the typical career progression for ...
  40. 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 ...
  41. How to Help Clients Plan for a Special Needs Child

    A special needs child demands extra diligence in planning. Here's a guide to best practices.
  42. Principal-Protected Notes: Why Use Them?

    Principal-protected notes are complicated and aren't for amateurs, but they can turn out some upside if used correctly.
  43. 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.
  44. Finding Unclaimed Assets: Top Tips

    Locating unclaimed money or other property for clients can be a very useful additional service that can help you to add value ...
  45. How the Advisor Compensation Debate Helps Clients

    The debate over compensating advisors is not likely to be resolved anytime soon, but clients should win with lower fees and ...
  46. Common Interview Questions for Investment Analysts

    Identify common questions asked during investment analyst job interviewers, and prepare responses that set you apart from ...
  47. Why You Should Hand Investing Over to Your Advisor

    Here's why it is a good idea to leave investment decisions to a qualified financial advisor.
  48. Private Banker: Career Path & Qualifications

    Discover what kind of work private bankers do, and learn more about how you can develop the experience and qualifications ...
  49. Certified Financial Planner: A Retirement ‘Must?’

    You've seen those letters "CFP" after a financial advisor's name. What do they mean? And do they make a difference in the ...
  50. Tax Planning: Why You Shouldn't Retire Without It

    Advisors say that maximizing retirement savings through tax planning should be a top priority for clients. Here's some more ...
  51. Top Financial Planning Challenges of Gen X

    Gen Xers have a unique set of financial planning challenges. Here's what they are and how to tackle them.
  52. Rising Rates: What It'll Mean for Stocks and Bonds

    A look at what rising interest rates could mean for the equity and bond markets.
  53. 5 Ways Advisors Can Top Their Competition

    Advisors operate in a highly competitive industry, but fortunately, building the right professional habits can help them ...
  54. Why Advisors Need to Step Up Their Game with Gen Y

    Advisors looking to strengthen relationships with young wealthy clients need to step up their game when it comes to interacting ...
  55. Career Advice: Accounting Vs. Auditing

    Understand the subtle distinctions between accounting and auditing, and learn what each offers a new graduate in terms of ...
  56. What the ‘Fiduciary Rule’ Means for Investors

    This proposed rule may help people saving for retirement, but it also adds cost and complexity for brokers and insurance ...
  57. Common Interview Questions for Financial Planners

    Understand the kinds of questions often asked in financial planning job interviews, and learn how to answer them in the most ...
  58. Career Advice: Financial Analyst Vs. Business Analyst

    Understand the key distinctions between a financial analyst and a business analyst, and learn what each career offers in ...
  59. Next for Robo-Advisors: A Human Touch?

    Robo-advisors are turning the business of providing investment and financial advice on its head as more important players ...
  60. Top Tips for Maximizing Charitable Deductions

    Charitable donations can be a great financial planning tool. Here are some ways to make the most of them.
  61. Career Advice: Financial Analyst Vs. Equity Analyst

    Understand the subtle distinctions between financial analysts and equity analysts, and learn the pros and cons of each career.
  62. How to Help Clients Navigate Medicare Enrollment

    Here's how financial advisors can be an essential guide in helping clients navigate the murky Medicare sign up waters.
  63. Credit Risk Analyst: Career Path & Qualifications

    Learn more about what kind of work credit risk analysts do on a day-to-day basis, and determine whether this career is one ...
  64. Investing Like a Billionaire: How You Can Do It

    Now more than ever, less-wealthy investors have access to products and strategies that were once the domain of the ultra-wealthy.
  65. Buying an Advisory Practice: How to Get it Right

    Before purchasing a financial advisory practice, ensure due diligence is done and you understand the business and culture ...
  66. Career Advice: Financial Analyst Vs. Data Analyst

    Learn the subtle distinctions between financial analysts and data analysts, and determine which career is right for you based ...
  67. Investment Banker: Career Path & Qualifications

    Learn more about the work of investment bankers, and discover how most professionals got started in the field and progressed ...
  68. A Day in the Life of a Venture Capitalist

    Learn more about the job description of a venture capitalist and discover what a typical day in the life of this professional ...
  69. Common Interview Questions for Controllers

    Learn more about the job description of a financial controller and questions that may be asked of applicants applying for ...
  70. Financial Data Analyst: Career Path & Qualifications

    Learn more about the career options available to financial data analysts, and determine whether the profession is a good ...
  71. Personal Loans: Consider These Alternative Lenders

    Looking for an alternative source of financing for a personal loan? Take a look at these companies.
  72. 6 Tech Platforms That Can Help Financial Advisors

    In order to survive as a financial advisor in the 21st century you need stay ahead of the tech curve. These tools can help ...
  73. Do You Need an MBA To Be a Successful Investment Banker?

    Learn about whether it is necessary to have an MBA to have a successful career in investment banking, and find out about ...
  74. Quantitative Analyst: Career Path & Qualifications

    Learn about the work that quantitative financial analysts do everyday, and determine what it takes to become a successful ...
  75. Is Your Financial Advisor Picking the Right ETFs?

    Learn about the factors you should keep an eye on to ensure your financial advisor is choosing the right ETFs for you based ...
  76. Top Compliance Headaches for Financial Advisors

    Advisors who do not devote sufficient attention to compliance issues can find themselves in hot water with both regulators ...
  77. Advisors: Why You Should Consider a Partnership

    Sole practitioners have their benefits but financial planners who team up with likeminded colleagues can increase revenue ...
  78. Common Interview Questions for Financial Auditors

    Identify questions commonly asked at financial auditor job interviews, and learn to formulate winning responses that give ...
  79. 5 Things All Financial Advisors Should Know About ETFs

    Discover five things all financial advisors should know about ETFs, including when ETFs may be a better choice for your clients ...
  80. Career Advice: Investment Banking Vs. Asset Management

    Compare and contrast investment banking and asset management as career opportunities, and understand which is a better fit ...
  81. Fee-Only Financial Advisors: What You Need To Know

    Are you considering hiring a fee-only financial advisor or one who is compensated via commissions? Read this first.
  82. Becoming an Advisor: Why You Should Shadow a Pro

    Meeting with financial advisors and following them during a workday will help you to know if it’s worth the time and effort ...
  83. Financial Fraud: 6 Tips to Avoid It (SCHW)

    A good financial planner should work with you and for you. Ensure you are paying attention if you don't want to be the victim ...
  84. HSAs and FSAs: How to Decide Between Them

    FSAs and HSAs are both excellent ways to help cover a portion of medical costs with pre-tax dollars. Here's how to decide ...
  85. When to Develop a Client Mental Capacity Checklist

    Dementia and Alzheimer’s disease aren't uncommon for elderly clients. Here's how advisors can create a plan for when mental ...
  86. What a Family Tradition Taught Me About Investing

    We share some lessons from friends and family on saving money and planning for retirement.
  87. Two Heads Are Better Than One With Your Finances

    We discuss the advantages of seeking professional help when it comes to managing our retirement account.
  88. The Best Financial Modeling Courses for Investment Bankers

    Obtain information, both general and comparative, about the best available financial modeling courses for individuals pursuing ...
  89. How the Social Security Reboot May Affect You

    While there’s still potential for some “tweaking” around your Social Security retirement benefits, I’d like to share some ...
  90. Credit Risk Analyst: Job Description and Average Salary

    Learn what credit risk analysts do every day and how much money they make on average, and identify the skills and education ...
  91. Top Tips for Improving Client Communications

    Effective communication with your clients is the lifeblood of your financial advisory business. If you've struggled in this ...
  92. Do You Need More Than One Financial Advisor?

    Using more than one financial advisor for money management has its pros and cons.
  93. Paying for College: Utilize These Top Hacks

    Saving money for college is difficult for many families, but it doesn't have to be. Here are some overlooked hacks to save ...
  94. How to Help Plan Sponsors Meet Fiduciary Duties

    Advising 401(k) plan sponsors is a great business model for financial advisors. Here's how advisors can help plan sponsors ...
  95. Are Alternatives Right for Your Portfolio?

    Alternative investments are increasingly making their way into retail investors' portfolios. Are they a good fit?
  96. Passing an IRA to a Trust: The Good and Bad

    Creating a trust is a common estate planning tactic, but naming a beneficiary to an IRA to a trust may have unintended consequences. ...
  97. How to Blog Your Way to More Advisory Clients

    Blogging is one of the easiest ways that financial advisors can use to attract and maintain clients. Here are some tips on ...
  98. Bull vs. Bear Markets: How to Be Prepared for Both

    Bull and Bear Markets are a reality that every investor must be prepared for. Here are a few tips.
  99. SEP vs. Keogh Plans: Which is Right for You?

    SEP and Keogh plans each have their pros and cons. Here's how to choose which one is right for you.
  100. Breaking Down Medicare Open Enrollment for Clients

    For financial advisors, open enrollment is an important opportunity to be of service to clients, especially when it comes ...
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