Financial Careers Articles

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  1. How to Help Clients See Value of Diversification

    One of an advisor’s most important jobs is getting clients to understand the value of diversification. Here are some tips ...
  2. Your Firm's Tech: Will it Pass Millennial Muster?

    The financial advisor world is shifting. To attract top talent, companies will need to become as tech-savvy as the millennials ...
  3. Read These Tips Before Selling Your Advisory Biz

    Here are three tips financial advisors should follow when prepping their practice for a sale to help with a smooth transaction ...
  4. For this Group, Financial Advisors are a Necessity

    Doctors have high potential for building long-lasting wealth, but they need advice on the best way to pay off student loan ...
  5. Downsizing Your Home: The Tax Implications

    If you have clients who own homes that have appreciated substantially in value since their purchase, they may have significant ...
  6. Top Tips for Buying a Financial Advisory Practice

    When acquiring a new financial advisory practice, make sure that your game plan avoids these acquisition missteps.
  7. How to Perfect Your Financial Advisory Practice

    Top tips for being a better advisor to your clients, as well as your own colleagues.
  8. How Parent/Child Financial Advisor Teams Work Best

    Bringing your children into your practice can be a good idea, but take care to prevent possible friction between you, your ...
  9. This Part of Estate Planning is Often Neglected

    In forming an estate plan, don't neglect your digital assets and legacy held in online accounts.
  10. Retirement Savings: How Much is Enough?

    Sure, you can never save too much for retirement, but just how much is enough?
  11. Why Robo-Advisors Aren't a Risk to Your Practice

    Robo-advisors won't replace human financial advisors. But advisors will need to adjust their practices to compete. Here's ...
  12. The Highest-Paying Financial Careers

    Read about the most lucrative positions in the world of finance, where hard-charging professionals can make hundreds of thousands ...
  13. 5 Reasons to Use a Financial Advisor

    Nobody wants to pay for advice, but the help of a pro can be invaluable.
  14. Advisors Must Improve Rapport with This Group

    While women continue to gain economic power, not all financial advisors show the respect and consideration women deserve. ...
  15. Where Do Accountants Earn the Most Money?

    Accountants earn higher-than-average salaries, but they can make even more in certain parts of the country and sub-sectors.
  16. Asset Manager Ethics: Acting Timely and Accurately

    The client-manager relationship is strengthened by a communication plan that is relevant, accurate and timely. Here's how ...
  17. Top Alternatives Assets for Capital Preservation

    At best, alternative investments can help preserve capital by avoiding correlation with stocks and by beating inflation. ...
  18. Successful Advisory Practices Share These Traits

    Successful financial advisory firms commonly grow their practices in these three ways.
  19. How to Help Clients Navigate 529 Plans

    Here are some of the best practices Morningstar identified that financial advisors should keep in mind when helping clients ...
  20. How Advisors Can Factor in Their Clients' Health

    Healthcare costs keep rising. Advisors should make sure that clients understand the costs that they may face if they are ...
  21. Variable Annuities: The Pros and Cons

    Variable annuities are one of the most complicated financial instruments. Here is an in depth look at their pros and cons.
  22. How Gen X Should Plan for Retirement

    A new study shows that Gen Xers are very different from others when it comes to retirement planning. Here's some insight ...
  23. How to Make Your Practice Stand Out Online

    Here are three ways financial advisors can increase their online visibility.
  24. How Advisors Are Using Social Media

    It doesn't pay to leave social media out of your marketing plan, a new study shows. Here's some insight into how advisors ...
  25. Qualified Longevity Annuity Contracts Explained

    Qualified longevity annuity contracts are a relatively new retirement savings vehicle. Here's a look at how they work.
  26. RIAs: How to Keep Your Eye on Long-Term Growth

    For owners of independent RIAs, there's little time to think about anything but daily operations. Here are a few strategies ...
  27. How to Help Clients Plan for the End of Life

    Advisors who can show their clients the real costs of longevity and then provide practical solutions.
  28. How Life Insurance Can Help Reduce Estate Taxes

    Inheritance is a double-edged sword, as leaving money can create estate tax burdens. Opting for a life insurance plan can ...
  29. The 4 Best S&P 500 Index Funds

    Discover detailed analysis of the best S&P 500 Index funds, and learn about their characteristics, historical statistics ...
  30. Tips on How RIAs Can Retain Top Talent

    In an industry with a shortage of talent, owners of small RIAs need to consider going above and beyond to retain their best ...
  31. Top Tips for Keeping Clients’ Divorces Private

    For the wealthy, divorce can mean negative public fallout if certain details of their private lives come out. Here's how ...
  32. Do Senior Loans Belong in Your Porfolio? (BKLN, BXFZX)

    Fixed income is supposed to be a stable part of an investment portfolio. How do senior loans fit in and at what risk?
  33. What Advisors Need to Know About Smart Beta ETFs

    Smart beta ETFs continue to grow in popularity. Advisors considering them for clients need to understand the following.
  34. Top Tips for Young Financial Advisors

    The aging financial advisory business will soon be creating opportunities for young aspiring advisors. Here's how they can ...
  35. Top 5 Mistakes All Advisors Should Avoid

    Not all advisors are created equal. Here are five common mistakes made by financial advisors and how they can be avoided.
  36. 5 Reasons Financial Advisors Still Choose Mutual Funds

    Take a look at five primary reasons why financial advisors still choose to recommend mutual funds over other types of investment ...
  37. Why Advisors Should Make Hiring a Priority

    Financial advisory firms neglect their hiring processes. Proper descriptions, selection and onboarding can ensure quality ...
  38. An Overview of Hybrid Long-Term Care Policies

    As the cost of managed care continues to rise a new breed of hybrid life insurance offers a reasonable level of protection ...
  39. Going Back to School as a Retiree? Here's a Guide

    The options for becoming a student after your working life ends are easier and less expensive than you might think.
  40. Do Robo-Advisors and Retirees Mix?

    Robo-advisors have democratized investing for many, but can they help retirees? Here are some things to consider before choosing ...
  41. How to Create a Client Investment Policy Statement

    Investment policy statements are vital for financial advisors and their clients. Here are some tips for creating them.
  42. Career Advice: Financial Analyst Vs. Financial Adviser

    Read an in-depth review of the differences between a career as a financial Adviser versus a career as a Financial Analyst, ...
  43. RIAs: Why Discounting Your Fees Is a Big Mistake

    For RIAs, lowering your set price is a short-term fix. Here are a few other ways to reach out and appeal to a wider array ...
  44. How to Pick the Best Muni Bonds and Muni Bond ETFs (SHM)

    Municipal bonds are a good addition to a diversified portfolio as long as you choose correctly based on population and local ...
  45. How Hard Is a Career Selling Life Insurance?

    Learn why selling life insurance is a difficult way to make a living, but also how agents who persevere are rewarded down ...
  46. 7 Tips for Year-End Financial Planning

    There is always a rush to get financial planning tasks done at year's end. Here are some tips to help ease the crunch.
  47. Top Tips for Helping Clients Through a Divorce

    It may take a delicate touch to properly assist clients who are going through a divorce. Here are some tips.
  48. How RIAs and Independent Broker-Dealers Differ

    There are many types of financial planners. Here we break down what sets RIAs apart from independent broker-dealers.
  49. How to Help Worried Clients See the Big Picture

    Advisors can have a tough time selling clients on the bigger picture, especially when the market is volatile. Here's how ...
  50. How to Manage Fixed Income as Interest Rates Rise

    A look at how to manage fixed income amid the specter of rising rates, correlation to stocks, client expectations and more. ...
  51. Illiquid Real Estate: Correlation Pros and Cons

    Stock and bond markets are moving more closely in tandem with each other. Is illiquid real estate the vaccine for this correlation? ...
  52. Are ETFs the Best Way to Diversify with Bonds? (JNK)

    Are bonds safe or risky right now? It depends on the type of bond and how you invest in them.
  53. Want to Start Up an RIA? Expect These Hurdles

    RIAs looking to strike out on their own need to overcome and plan for a number of hurdles.
  54. How to Use Boring CDs to Diversify

    Markets are volatile and are in for more punishment. CDs can help investors earn some interest while they're waiting out ...
  55. How Legacy Planning Can Help Capture New Clients

    Don’t underestimate the importance of legacy planning with your clients—it could serve as method for you to create new business ...
  56. Top Tips for Diversifying with Exotic Currencies (UUP, EUO)

    Is there an opportunity in exotic currencies right now, or are you safer sticking to the major ones?
  57. Top Investment Banks In The Energy Industry (JPM, C)

    Many global Investment banks are highly involved in the energy industry, but there are also some smaller banks and boutiques ...
  58. 5 Top-Rated Funds for Your Retirement Portfolio

    Mutual funds are a good choice for emotional investors. Here are five popular funds to consider.
  59. Tips for Retaining Your Client's Heirs

    It's a good idea to start working with your clients' children early on to forge relationships and hopefully continue to manage ...
  60. The Pros and Cons of a Hybrid Advisor Practice

    Deciding whether or not operating as a hybrid makes sense for your practice? Consider the following first.
  61. How Advisors Can Adapt to, Attract Gen Y Clients

    A look at how advisors who want to attract the up and coming Millennial generation will have to evolve and adapt their practices. ...
  62. How to Protect Retirement and Help Adult Kids

    Parents can both protect their retirement money and help their adult kids. Here's how.
  63. How to Better Connect with Your Advisory Clients

    You want to show clients that you're more than just a money manager. But you can't make meaningful connections if you don't ...
  64. Why Women Are Underprepared for a Spouse’s Death

    Women are typically less prepared for the death of a spouse than men. An advisor can help mitigate some of the financial ...
  65. How Advisors Can Carve Out a Social Media Niche

    Social media is a great way for financial advisors to build a brand and potentially generate leads if it’s properly used. ...
  66. How Advisors Can Thwart the Robo-Advisor Threat

    Here's how financial advisors can take a number of steps to mimic some of the more successful aspects of a robo-advisor business.
  67. 3 Benefits of Working Longer (and Retiring Later)

    There are many reasons why folks in their 60s may want to keep working until at least age 70. Here are three.
  68. Top Tips for Diversifying with Mutual Funds (SEQUEX, JACTX)

    Are mutual funds becoming obsolete? If they have something to offer, which funds should you consider for diversification? ...
  69. Career Advice: Financial Planner Vs. Wealth Manager

    Understand the differences between a career in financial planning and wealth management, and identify which is better for ...
  70. Career Advice: Accountant Vs. Financial Planner

    Identify the key differences between a career in accounting and financial planning, and learn how your personality dictates ...
  71. Why Some Celebs Say 'No Inheritance for My Kids'

    To some of the super rich, inherited wealth is not the ultimate gift, it's a burden. Here's how their children—as well as ...
  72. Social Security COLA in 2016? Not Likely

    A cost of living increase for Social Security doesn't look likely in 2016. Here's what retirees should know and what they ...
  73. Advisors: Why Older Clients Need Housing Help

    When was the last time you talked to your clients about housing in retirement?
  74. This Group is the Most Underprepared to Retire

    More than any other demographic, this group is woefully underprepared for retirement. Here's what they can do to change that. ...
  75. Why Advisors Must Create a Mobile Strategy NOW (AAPL, GOOG)

    Mobile devices will replace laptops and desktops. Financial advisors must deal with this revolution to ensure their marketing ...
  76. How to Create a Retirement Co-Op in Your Community

    As the retirement boom continues, retirement co-ops are growing in popularity. Here's how to set one up in your community. ...
  77. 10 Must Watch Documentaries For Finance Professionals

    Find out about some of the best documentaries that finance professionals can watch to gain a better understanding of their ...
  78. Fund and ETF Strategies for Volatile Markets

    Looking for short-term fixes in reaction to market volatility? Here are a few strategies — and their downsides.
  79. Career Advice: Investment Banking Vs. Corporate Finance

    Read an in-depth review and comparison of a career in investment banking and a career in corporate finance, with advice about ...
  80. Career Advice: Stockbroker Vs. Insurance Agent

    Compare and contrast careers as a stockbroker and insurance agent. Understand the skills and attributes required for success ...
  81. Is Your Financial Advisor Picking the Right Mutual Funds?

    Learn about the different types of mutual funds and how to know if your financial advisor is choosing the right funds for ...
  82. Career Advice: Accountant Vs. Controller

    Learn about the differences between controllers and accountants, how the two are related and which is the best career choice ...
  83. How Brokers are Candy-Coating Alternatives

    Alternatives have become a sexy choice for many advisors. But they also come with additional risks that are not always clearly ...
  84. Hiring a Financial Advisor? Look for the CFP Label

    Don’t skimp on the CFP designation. Here's why those three letters show that someone is qualified in financial and investment ...
  85. Advisors: Clients Want These Three Things from You

    Calmness, transparency and credentials (and more) are the key elements clients look for when selecting a financial advisor.
  86. When Taking Social Security Early Can Make Sense

    Sometimes it makes financial sense to take Social Security early. Here's a look at when this might be a good idea.
  87. Dodging the Dangers of Self-Directed IRAs

    Self-directed IRAs are an attractive option for investors looking to build nest eggs. But they should exercise caution in ...
  88. How to Help Clients Navigate Open Enrollment

    With companies trying to pass on more costs to employees, making the right choices during open enrollment is more important ...
  89. How to Diversify with REITs (IYR, VNQ)

    REITs can be a quality addition to a portfolio for diversification. Here are several to add to your watch list.
  90. Using Tax-Loss Harvesting to Keep Your Gains

    Harvesting tax losses is a key skill that investors can use to keep more of their money in their pockets the next time they ...
  91. Could Robo-Advisors Overtake 401(k) Providers?

    Despite the lower cost and tech efficiency, it will most likely take robo-advisors several years to make a real impact in ...
  92. The 6 Best Financial Advisors in Los Angeles

    Understand what makes a financial advisor a good choice. Learn about the top six best financial advisors in the greater Los ...
  93. Middle Market Investment Banks (PJC, SF)

    We take a close look at investment banks working with middle market companies.
  94. Career Advice: Stockbroker Vs. Financial Advisor

    Read a detailed comparison between life as a stockbroker versus a financial advisor; find out how the two are different and ...
  95. The 6 Best Financial Advisors in Chicago

    Understand what makes a financial advisor good and why it may be difficult to find one. Learn about six of the best Chicago-based ...
  96. How to Diversify with International Stocks

    Diversifying with international stocks can benefit most portfolios, but beware of country risk.
  97. What Millionaires Fear the Most

    How much is enough? Millionaires feel major stress over this question.
  98. How Retirees Should Prepare for a Rate Hike (VBMFX, VFSUX)

    Janet Yellen has indicated that there will likely be a rate hike later this year. Here's how retirees should prepare.
  99. 4 Reasons Private Banking Is the Right Career For You

    Learn how a strong income potential, good hours, strong client relationships and low stress might make private banking the ...
  100. Top Investment Banks In The Real Estate Industry (TOC, BAC)

    The real estate market relies on capital provided by large global investment banks.
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