Financial Careers Articles

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  1. 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.
  2. 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.
  3. 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 ...
  4. 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.
  5. 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 ...
  6. 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.
  7. 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 ...
  8. Estate Planning Questions to Ask Clients Annually

    Financial advisors need to ask these estate planning questions annually to keep clients on track.
  9. 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. ...
  10. 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 ...
  11. 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 ...
  12. Robo-Advisors Face First Market Downturn Test

    Robo-advisors are experiencing a major market downtown for the first time. So how did they do?
  13. 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. ...
  14. 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 ...
  15. 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 ...
  16. These Top Vanguard Funds Will Help You Diversify

    These Vanguard funds offer diversification and low fees for retirement savers.
  17. Top Tips for Beating Money Stress

    The leading cause of stress in America is money. Here are five tips to help you reduce your financial worry.
  18. Why Some Millionaires Have the Middle-Class Blues

    Recent studies show that a large percentage of U.S. millionaires classify themselves as middle class. Here's why.
  19. Why Market Timing Should Be Left to the Pros

    Marketing timing is generally a bad idea for the average investor. Here's why it should be left to the pros.
  20. Should You Accept an Early Retirement Offer?

    Is it wise to accept an early retirement package? Here's what you need to consider.
  21. Hedge Funds and Alternative Funds Are Not Evil, Here's Why

    While disclosures and investor education need improvement, alternatives provide a valuable way to increase yield and hedge ...
  22. Career Advice: Financial Analyst Vs. Accountant

    Read an in-depth comparison between a career as a financial analyst and a career as an accountant, including how to determine ...
  23. 6 Steps to Update or Change Your Will

    Life changes – a new marriage, the birth of a child – can necessitate changes in your will.
  24. Robo-Advisors--The End for Wall Street Advisors?

    The growth of financial technology comes as millennials begin to enter the investment sphere, but will fintech upend Wall ...
  25. ETF Analysis: Vanguard Intermediate-Term Corp Bd

    Learn about the Vanguard Intermediate-Term Corporate Bond ETF, and explore detailed analysis of the fund's characteristics, ...
  26. Whole or Term Life Insurance: Which Is Better?

    Learn the difference between term life insurance and whole life insurance. Understand when it is beneficial to buy each type ...
  27. Tips on Building a Resume for a Private Equity Job

    Trying to land a job in the coveted private equity sector? Ensure your resume meets the stringent PE job requirements with ...
  28. The 8 Best Business and Finance T.V. Shows

    With so many talking heads to choose from, which is the right show for your business and money matter needs? We review the ...
  29. How To Get That Entry-Level Financial Analyst Job

    Landing a job as a financial analyst takes study, strategy and a lot of hard work. Here's how to hone your competitive edge.
  30. A Day in the Life of an Equity Research Analyst

    What does an equity research analyst do on an everyday basis?
  31. Career Choice: Bulge Bracket Vs. Boutique Bank

    Bulge bracket banks offer higher salaries and prestige. But boutique banks are rapidly gaining market share and may offer ...
  32. How to Protect Elderly Clients from Predators

    Advisors dealing with older clients face a specific set of difficulties. Here's how to help protect them.
  33. Social Security 'Start, Stop, Start' Explained

    The start, stop, start Social Security strategy is complicated. Here's what retirees considering it need to consider.
  34. Broker-Dealer Industry 101: The Landscape

    Independent broker-dealers are a great choice for experienced, self-starter planners who have established practices.
  35. Small RIAs: How to Level the Playing Field

    In order to compete with larger firms, small RIAs have to get a little creative. Here are a few ways to kickstart growth.
  36. Top Social Security Issues for Divorced Women

    What female divorcees need to know about the twists and turns of figuring out Social Security benefits.
  37. What to do During a Market Correction

    The market has what? Here's what you should consider rather than panicking.
  38. Is it Time to (Finally) Push Kids Out of the Nest?

    Parents should make sure their kids realize their home is a launching pad not a landing spot, and advisors can help clients ...
  39. How to Manage a Client's Return Expectations

    One of the most critical functions of an advisor is to set realistic return expectations for their clients. Here are some ...
  40. Tips for Helping Clients Though Market Corrections

    When the stock market sees a steep drop, clients are bound to get anxious. Here are some tips for talking them off the ledge.
  41. What Kind of Insurance Do RIAs Need?

    Advisors spend a lot of time discussing insurance with clients but they also need to consider their own coverage needs as ...
  42. Are Hedge Fund ETFs Suitable for Your Portfolio?

    Are hedge fund ETFs right for you? Here's what investors need to consider.
  43. Top Questions to Ask When Choosing a Robo-Advisor

    Think a robo-advisor might be the right choice for you? Be sure to ask these questions first.
  44. Careers: Equity Research Vs. Investment Banking

    Equity research is sometimes viewed as the unglamorous, lower-paid cousin to investment banking. In this article, we compare ...
  45. Top 4 Ways to Avoid Muni Bond Mistakes

    Muni bonds are often perceived as safe investments. But it's important to do some thorough research before investing.
  46. Index or Target Dates in 401(k)s: Which is Better?

    A common question is whether or not plan participants should choose index or target date funds in a 401(k). The answer depends ...
  47. Why Leveraged ETFs Are Not a Long-Term Bet

    Leveraged ETFs aren't for the average investor. They can, however, present significant upside potential for the right type ...
  48. How to Bring Up a Prenup with Clients

    Prenups aren't just for the rich. Here's how to help clients agree to one if you think they'll benefit.
  49. How to Avoid the Inheritance Nobody Wants: Debt

    With the biggest transfer of wealth underway, advisors need to ensure that clients don't also inherit debt.
  50. The Plusses of Second Opinions for Clients

    If you are not collaborating with other professionals in your circle, you could be doing your clients a disservice.
  51. 4 Ways Financial Plans Get Derailed

    A financial plan is useless if it never gets put into use. Here are four things to avoid when creating one with a client. ...
  52. Gen Xers Turn 50: Retirement Just Got Real

    As the first of Generation X reaches age 50, retirement suddenly feels real. Here's how to start thinking about a plan.
  53. 7 Reasons You Will Make a Good Investment Banker

    Many seek at the door of investment banking, but few can enter. Possessing these seven traits will help you land a job and ...
  54. 7 Reasons Investment Banking Is Not for You

    Even if you possess the education, experience and enthusiasm to land a coveted investment banking gig, here are seven reasons ...
  55. Why the Wealthy Shy Away from Inheritance Talk

    A recent survey of high-net-worth individuals shows that many avoid talking inheritance with children. Here are some ways ...
  56. How to Handle Your First Meeting with a Client

    Here's what financial advisors should do in an initial client meeting to start off on the right foot.
  57. 10 Must-Follow Broker-Dealers on Social Media

    Stay in the financial markets 'know' by following these influential independent broker-dealers on social media.
  58. Advisors: Warn Clients About These Audit Triggers

    There are several factors that may increase the risk of an audit, especially with high-net-worth clients.
  59. Understanding How Mutual Funds Pay Dividends

    The process by which mutual fund dividends are calculated, distributed and reported is fairly straightforward in most cases. ...
  60. 3 States Where Taxes Can Hammer Retirees

    Knowing which states ding retirees with the highest tax implications should be part of your retirement research.
  61. Boomers’ 401(k)s are Way Out of Whack: What to Do?

    Many baby boomers have been investing heavily in equities in their 401(k)s. Now may be the time to rebalance to avoid huge ...
  62. 5 Unique Assets to Invest Your Retirement Money In

    Investing for retirement doesn't always mean 401(k)s and IRAs. Here are five unique assets to invest your retirement money ...
  63. Are Your Financial Advisor Fees Competitive?

    Are the fees you charge your clients for financial planning competitive? Here's how to determine if they are in line with ...
  64. Best Ways to Avoid RMD Tax Hits on IRAs

    If you want to avoid hefty tax penalties, read this cheat sheet on IRA required minimum distributions.
  65. 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.
  66. 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 ...
  67. 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.
  68. Top Retirement Prep Questions to Ask Clients

    Is your client really ready for retirement? Here are some essential questions to ask.
  69. 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.
  70. 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 ...
  71. 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. ...
  72. Career Advice: Management Consulting Vs. Investment Banking

    Compare the career opportunities available in management consulting and investment banking. Learn about salaries, skills ...
  73. 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 ...
  74. 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 ...
  75. Career Advice: Management Consulting Vs. Hedge Fund

    Compare careers in management consulting and hedge funds using criteria such as skills needed, educational requirements, ...
  76. 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 ...
  77. 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 ...
  78. 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 ...
  79. 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 ...
  80. 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.
  81. 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 ...
  82. 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 ...
  83. 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 ...
  84. 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 ...
  85. 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 ...
  86. RIAs and Brokers: What's the Difference?

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

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

    New research uncovers the ultra-weathy's fast-growing demand for better, in-depth investment advice.
  89. 5 Questions to Ask Yourself Before Retiring

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

    There are many ETFs that track Chinese equities, but this one is unique. Here's why.
  91. 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. ...
  92. 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 ...
  93. 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, ...
  94. 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 ...
  95. 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 ...
  96. 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 ...
  97. 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 ...
  98. 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 ...
  99. 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?
  100. 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 ...
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