Financial Careers Articles

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  1. Top 4 Biggest Myths About the Super Rich

    Here are some of the most common misconceptions about how the ultra rich accumulated and spend their fortunes.
  2. Why Investors Need to Lower Their Expectations

    The golden age of investing for investors is about to end, according to a recent McKinsey & Co. report.
  3. How to Avoid Common Middle-Class Money Traps

    Spending is inevitable, but by budgeting carefully, families can enjoy financial security while dodging unnecessary stress ...
  4. How Does Your Stockbroker Rank?

    Evaluate your broker by more than current performance. Here's how to find their history, including any formal complaints ...
  5. How Long Will You Live? This Tool Will Tell You

    Longevity-calculating tools help advisors guide clients through their financial livelihood during their retirement years. ...
  6. How the New Fiduciary Rule Will Hit Broker-Dealers

    While the new rules are likely to impact all financial advisors, it is expected that those in the brokerage world will be ...
  7. How Advisors Can Win at Social Media

    Social media is a valuable business tool and it's here to stay. Here are three big benefits that advisors can realize from ...
  8. Are Millennial Retirement Savers Doomed?

    A new McKinsey report spells a grim financial future for Millennials, who will have to work harder and save more than their ...
  9. How New SEC Rule Would Hit Alternative Mutual Funds

    New rules proposed by the SEC could require some alternative mutual funds to scale back the use of derivatives.
  10. How to Protect Your Parents from Financial Fraud

    How do you protect your parents from being victims of financial fraud before it happens? Here are some tips to help you minimize ...
  11. The Top Challenges Financial Advisors Face

    These are the top challenges that financial advisors face today.
  12. Google Essentials for Financial Advisors

    These tips will help you manage and boost your presence on Google.
  13. Why the Wealthy Will Always Need Human Advisors

    A recent report by Citi concludes that robo-advisors augment traditional advisors and that the wealthy will always prefer ...
  14. This is the Key to Financial Success

    The earlier you start planning and saving, the better your chances are of living the lifestyle you want.
  15. Why Large Tech Companies Are Interested in Wall Street Executives (GOOGl, MSFT)

    Watch for more large-cap technology companies to recruit investment banking executives for their own top-level management ...
  16. Roth IRA Scams: What to Watch Out For

    Here’s what you need to watch out for when it comes to investment and business opportunities using Roth IRAs.
  17. Investor Wants vs. Advisor Actions: Why is There a Gap?

    New research shows a disconnect between investor wants and what advisors are doling out. Here's what advisors should do to ...
  18. The Top 6 SEO Tips for Advisors

    Advisors are increasingly relying on search engines for inbound leads. Here's how to improve rankings and drive more search ...
  19. Is FINRA Keeping Up with Technology?

    FINRA has issued a report that outlines its policies on digital technology and retail client portals and what firms need ...
  20. How to Use Client Tax Forms to Gain More Business

    Financial planners can learn a great deal about their clients by looking at their tax returns. Here's specifically where ...
  21. How to Find Red Flags with Potential Clients

    In an effort to avoid dealing with badly-matched clients, advisors can deploy tech solutions that effectively screen leads. ...
  22. 4 Boomer Retirement Basics

    Here are 4 basics for Boomers who want to get a leg up on retirement.
  23. Marathon Asset Management: Should You Consider Them?

    Read about the investment operations of Marathon Asset Management, a specialist in distressed and special-situation investing ...
  24. Common Interview Questions for Internal Advisor Consultants

    Learn specific questions you might face at an internal advisor consultant job interview, and practice winning responses to ...
  25. Technical Difficulties? Here's What a Good Advisor Does

    Few things are more important for advisors than using technology these days, but glitches can bring business to a halt. Here's ...
  26. Avoid These 11 High-Net-Worth Money Mistakes

    With larger sums come more chances for bigger mistakes. Here is a list of 11 common high-net-worth retirement planning mistakes ...
  27. Concentrated Funds: Here's What to Know

    Concentrated funds can help clients achieve returns with a smaller base of diversification than traditional funds. Here's ...
  28. The Top 2 Robo-Advisors for Retirees

    Retirees looking to cut their investment management costs may want to consider these two robo-advisors.
  29. Robo-Advisors: Focus on Features to Choose the Best

    The right robo-advisor is the one that fits your wallet and your investment philosophy. In most cases there’s more than just ...
  30. When Maxing Out Your 401(k) Isn't a Good Idea

    Maxing out your 401(k) is a great accomplishment, but not always the best thing to do. Here are three times when it doesn't ...
  31. Advisor Tools: To ‘Excel’ or Not Excel?

    Microsoft Excel has been a staple of the financial services industry for decades but specialized advisor software solutions ...
  32. A Look at Morningstar's New iPad App for Advisors

    Morningstar is offering some functionality of its office software on an iPad app. Here's a look at what it can do for investors. ...
  33. Ready to Retire? Ask Yourself These 3 Questions

    Can you afford to stop working and step into a comfortable, stress-free retirement? Here are three questions to ask to help ...
  34. Can Lump Sum Payments Fix Social Security?

    Solving the problems that riddle Social Security won't be carried out with a single solution. Here's one idea that could ...
  35. How to Choose Between a Roth or Traditional 401(k)

    A Roth 401(k) offers potential advantages, but may or may not be the right choice for a given client. Here's how to decide. ...
  36. Risk Tolerance: Why Advisors, Investors Mess It Up

    Quantifying the amount of risk that a client is willing to take can be a deceptively difficult task. Here's why.
  37. A Look at Cetera's New Client Software Tool

    Cetera has launched software aimed at helping advisors find new opportunities within their existing client base.
  38. MoneyProGuide: A Peek at the New Version

    MoneyGuidePro has become one of the most popular software systems for financial advisors. Here's a quick look at the product's ...
  39. The Best Robo-Advisors for the Rich

    For those investors who have hit the top ranks of the nation's wealthiest, there's likely a robo-advisor for you. Here are ...
  40. File and Suspend is Done: Now What for Spousal Benefits?

    The popular file and suspend strategy for couples claiming Social Security has been eliminated, but spousal benefits remain ...
  41. Just What Does the DoL Mean By 'Reasonable Cost'?

    The DoL's new fiduciary rule requires RIAs who work with retirement plans to provide services to clients at a reasonable ...
  42. This Big Expense Can Ruin a Retirement

    One of the greatest joys of retirement is being able to relax, knowing that one of your biggest expenses — your mortgage ...
  43. How to Win Gen X Clients

    Less numerous than the two generations they're sandwiched between, Gen X clients will still be a lucrative group for advisors. ...
  44. Can Robo-Advisors Survive the Coming Bear Market?

    Are robo-advisors capable of dealing with skittish clients when the chips are down? We don't know yet, but the firms are ...
  45. Just How Little Have Americans Saved for Retirement?

    If you've saved less than $10,000 for retirement — or haven't saved at all — you're like the majority of Americans, according ...
  46. Why RIAs Are Enjoying Unprecedented Growth

    Being an advisor can mean having a long and fruitful career, especially with compensation hitting records. But it's not expected ...
  47. Why Boomers Aren't Saving Enough for Retirement

    A new study shows Baby Boomers aren't saving enough for retirement. Here's what they can do to turn things around.
  48. Robo-Advisors: How to Pick the Best One for You

    Looking to simplify your investing life? We've sifted through some of the top robo-advisors to help you choose the one best ...
  49. 3 Incentives to Build a Relationship With Your Broker

    Explore the incentives of developing a good relationship with your financial advisor, including a non-monetary benefit that ...
  50. Top Social Security Tips for Government Employees

    Government employees have special issues to consider when it comes to computing Social Security payouts. Here's how to navigate ...
  51. Will the Backdoor Roth IRA be Eliminated?

    The President’s 2017 budget has proposed several changes to the rules regarding retirement accounts with those for Roth IRAs ...
  52. Best Robo-Advisor if You're Middle-Aged, Middle-Income

    If you’re middle-income and middle-aged and know you need to save for retirement, this robo-advisor is a good place to start.
  53. How to Write Better Investment Commentary

    If you're providing any type of expertise to clients in writing, it pays to make it high quality. Here's how to do that. ...
  54. Millionaire Households Reach Record High in U.S.

    Millionaire households in the U.S. reached a record high in 2015, a recent study by Spectrem Group has found.
  55. How Annuities Can Boost Your Retirement Confidence

    If you are ready to be more confident about living comfortably in retirement, having a guaranteed lifetime income via an ...
  56. 6 Questions to Ask a Financial Advisor

    Here are 6 questions you should ask to get to know a financial advisor before entrusting them with your financial well-being.
  57. How to Interview Your Financial Advisor

    When it comes to choosing a financial advisor, investors have to do homework. That means interviewing multiple advisors and ...
  58. How Women Face Unique Retirement Challenges

    Women face different retirement planning challenges compared to men. Here is an overview.
  59. Will Raising the Retirement Age Save Social Security?

    Social Security is the federal government’s biggest expenditure. Here's why raising the age of retirement may not be a bad ...
  60. Helping Clients Weigh College Financial Aid Offers

    Now's the time for reviewing financial aid offers, which can often be confusing. Here are a few tips to help clients make ...
  61. T. Rowe Price vs. Fidelity: Comparing Small Business 401(k) Providers

    Read about two reputable 401(k) providers offering plans for small businesses, and learn more about which services and features ...
  62. The Best Robo-Advisors for Beginner Investors

    There are a handful of robo-advisors that may be a good fit if you're just starting out. Here's a peek at one with no fees ...
  63. How Boomer Advisors Can Groom Successors

    Boomer business owners need to start thinking about an exit strategy if they haven't yet done so. Here are some tips on grooming ...
  64. 6 Personal Finance Apps that Help Keep Costs Down

    Here's a list of popular personal finance apps that advisors may want to recommend to help clients improve the way they save, ...
  65. About Investopedia's Advisor Insights

    For the many financial advisors who have shown interest in Investopedia's new Advisor Insights platform, here are answers ...
  66. Why ETFs Will Eventually Trump Mutual Funds

    Exchange-traded funds are growing rapidly in popularity and may well overtake their traditional open-ended cousins at some ...
  67. Advisors: Watch Out for Confirmation Bias

    Here's how advisors can make sure that confirmation bias does not color their own perceptions as they manage clients’ portfolios.
  68. Here's the Best Way to Skirt Capital Gains Taxes

    Taxpayers who know the rules for netting gains/losses can generate additional losses to net against the taxable gains in ...
  69. These Investors Needs More Advisor Attention

    Women live longer than men and their post-retirement finances are in jeopardy. A new report by the National Institute for ...
  70. The Most Useful, Popular Podcasts for Advisors

    Podcasts are a good way for advisors to keep on top of their industry and learn valuable techniques to grow their practice. ...
  71. This Annuity Robo Wants to Transform the Market

    Annuities picked and sold without the intervention of an insurance agent? Here's a website that's trying to be the robo-advisor ...
  72. The Impact of Fiduciary Rules on 401(k) Advisors

    The final version of the DOL’s fiduciary rule provides some relief for advisors who serve 401(k) plans.
  73. How Vanguard is Dominating Robo-Advisor Arena

    In less than a year, Vanguard’s robo-advisor platform has accumulated a whopping $12 billion in assets. Here's how.
  74. Planners: New DoL Rule Won't Require Much Change

    Financial experts are all atwitter about what to expect with the DoL's new fiduciary bill. As of now, here's what planners ...
  75. 4 Signs It's Time to Fire Your Financial Advisor

    Financial advisors provide valuable advice, but if your advisor communicates poorly, then it may be time to fire them.
  76. RIAs: Here's What to Know About the Fiduciary Rule

    The real impact of the new Department of Labor bill has yet to be felt in the retirement industry, but changes are coming. ...
  77. Advisor Insights: What You Need to Know

    Advisor Insights seeks to connect Investopedia's 20 million users to the many financial advisors who use Investopedia. There ...
  78. Merrill Edge vs. Edward Jones: Comparing Small Business 401(k) Providers

    Read about 401(k) plans for small businesses offered by two national providers, one delivering service online and the other ...
  79. Top 401(k) Shortcomings: What to Know

    Many 401(k) plans are riddled with flaws that can impede retirement savers in many ways. Here are ten of the most common ...
  80. Panama Papers: What Advisors Need to Know

    Here is how clients may be impacted by some of the issues brought to light by the Panama Papers.
  81. Do Advisors Give Worse Advice to Women?

    If you think your portfolio is under-performing and you are not being heard, whether there’s gender bias or not, you have ...
  82. How the New Fiduciary Rule Will Impact Investors

    The DOL's new fiduciary rule is now in effect. Here are a few areas where individual investors, including clients and prospects, ...
  83. Social Security: How to File and Suspend Online Before 4/29

    If you’re between the ages of 62 and 70, you could add up to $60,000 to your Social Security benefits if you file for and ...
  84. Why ETFs Are So Popular with Financial Advisors

    Liquidity, convenience, diversification, transparency and tax efficiency at a low cost: It's no wonder why financial advisors ...
  85. 5 Tips for Those 5 Years Away from Retirement

    Whether helping a new client or working with long-time clients, here are five financial planning tips for those within five ...
  86. Retired with an HSA? How to Make the Most of It

    Here's how advisors can help retired clients make the most of HSAs and avoid mistakes.
  87. Financial Engines Broadens Advice Offerings

    Financial Engines is broadening its services to include insurance and healthcare advice.
  88. How to Forecast Rite Aid's Revenue (RAD)

    Learn a framework for using key performance indicators as a way to forecast Rite Aid's revenue growth on both a quarterly ...
  89. Closing In On Retirement? Read These Tips

    If you're within 10 years of retiring, you and your financial planner should heed these essential tips.
  90. File & Suspend Ends April 29th: How to Adjust

    Retirees, near-retirees and their financial advisors are about to lose a $60k Social Security loophole. Act fast or find ...
  91. How to Use Strategic Alliances to Win HNW Clients

    Advisors looking to land wealthy clients can often improve their chances by forming strategic alliances with other financial ...
  92. Money Fund Alternatives for 401(k) Plan Clients

    Upcoming changes to money market fund rules may trigger changes in options offered by many 401(k) plans. Here are some alternatives ...
  93. Top Tips for Creating a Web Portal for Clients

    Fostering communication and workflow with clients via a secure, web-based portal should be of the utmost importance for advisors. ...
  94. What Shrinking Ultra-Rich Ranks Mean for the Rest of Us

    Why are the ranks of the super-rich shrinking, and does it point to any larger trends that could affect the average investor?
  95. Robo-Advisor Ellevest: Women-Focused and Stealthy

    Ellevest is a yet-to-be-launched online financial services portal aimed at women. Here's what we know so far about this stealth ...
  96. Why Wirehouses are Winners Under Fiduciary Rule

    Under the final fiduciary rule wirehouses will see less restrictions than originally thought.
  97. Some Annuities Lose Fiduciary Rule Exemption

    Fixed-indexed annuities have lost an exemption under the final fiduciary rule, a move that wasn't expected.
  98. How Tech Can Help Advisors with the Fiduciary Rule

    Here's why financial advisors may want to consider investing in new technology to help them cope with the DoL's new fiduciary ...
  99. How to Guide Married Clients Who Fight About Money

    Money is a top conflict among couples. Here's how to deflate the tension so that couples can focus on maximizing their finances, ...
  100. SEC Derivatives Rule May Limit Diversification

    The SEC has proposed rules that will limit the use of derivatives by fund managers. Critics believe the rules will impede ...
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