Financial Careers Articles

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  1. Advisors: Can't Beat Robo-Advisors? Then Join Them

    The old versus the new. Financial advisors are taking notice of robo-advisors and rather than holding on to old ways are ...
  2. How Advisors Can Plan for Next Generation Clients

    Traditional financial advisors have an age bias when it comes to younger clients. Here's how and why to turn that outlook ...
  3. How to Cope With the New Social Security Rules

    Here's what clients and advisors need to know about the important and recent changes made to Social Security claiming options.
  4. American Airlines P/E Ratio: A Quick Analysis (AAL, DAL)

    A quick analysis of American Airlines Group Inc., using the ubiquitous price-to-earnings ratio.
  5. How Likely is a New Fiduciary Rule in 2016?

    New fiduciary standards for advisors working with retirement accounts are on the horizon. Will they become reality in 2016?
  6. Why a Roth Conversion May Make Sense Now

    Converting to a Roth IRA is a simple strategy that can help weave a silver lining from an otherwise financially mediocre ...
  7. MLP Investors Hit with Surprise Tax Bill from IRAs

    Some taxpayers who invested in a MLP via their IRA received a nasty surprise when they were notified that they owe substantial ...
  8. Social Security: To Delay or Not to Delay?

    Should you delay taking your Social Security benefits? As with most things in the financial planning world the answer is: ...
  9. Advisors: Don’t Overlook This Foreign Dividend Tax

    Paying income tax on income earned from foreign investments can be a tricky proposition. Here's what advisors and their clients ...
  10. How Much Do CPAs Make?

    If you're considering becoming a CPA, here's what you might expect to earn.
  11. 3 Tips to Get Started on Tax-Loss Harvesting

    It's tax-loss harvesting season. These three tips will help you reduce capital gains and pay less tax.
  12. Investment Fees: How to Understand Them

    There can be a variety of fees levied when investing. Here's a look at what they are and how to manage them.
  13. Are QLACs the Next Big Thing for Retirement?

    New to the retirement scene Qualified Longevity Annuity Contracts are starting to take off. Here's why.
  14. Top Estate Planning Beneficiary Mistakes to Avoid

    Asset transfer can be fraught with twists, but adhering to a few practical procedures can go a long way in navigating these ...
  15. How Advisors Can Make Sure Clients Diversify

    A look at how advisors can help clients build properly diversified portfolios to balance risk and return.
  16. Why Healthcare Planning is Vital to Retirement

    Retirement planning is also about healthcare planning. Here's how to factor it all in.
  17. How Advisors Can Truly Connect with Clients

    The most successful advisors have the ability to genuinely connect with their clients. Here's how they do it.
  18. What the Fiduciary Proposal Means for Annuities

    If the DOL's fiduciary proposal is approved in its current form, it will have a huge impact on the way annuities are sold. ...
  19. How Advisors Can Keep Clients for Life

    Attracting good clients is only half the battle. Here's how financial advisors can keep them for life.
  20. How Veterans Can Pick the Right Financial Advisor

    Veterans who are looking for a financial advisor need to ask these questions.
  21. Quit Your Job To Trade Stocks?

    Ready to quit your day job and become a full-time trader? These tips will help you determine your area of expertise.
  22. High-Pressure Sales Tactics You Should Be Aware Of

    Beware of financial advisors (and others) who use these common high-pressure sales tactics.
  23. VCIT: Vanguard Intermediate-Term Corp Bd ETF

    Learn about the Vanguard Intermediate-Term Corporate Bond ETF, and explore detailed analysis of the fund's characteristics, ...
  24. Top 5 Ways Advisors Can Appeal to Women

    Female clients present an enormous potential market for advisors. Here are some ways advisors can make their practice more ...
  25. Top Tips for Retaining Widowed Clients

    These tips should help keep your widowed clients safely in your book of business for years to come.
  26. Buy Side Vs. Sell Side Analysts

    Find out the difference between these two Wall Street jobs.
  27. Breaking Down Financial Securities Licenses

    Find out which exam you need to begin your career as an investment professional.
  28. How to Convince Millennials They Need an Advisor

    Advisors who stay on the cutting edge of technology can capitalize on millennials' habits and establish vital relationships ...
  29. How Much Millennials Need to Save for Retirement

    Millennials may not be worrying about retirement just yet, but they should be thinking about how much they'll need to save ...
  30. Top Social Media Tips for Financial Advisors

    Social media is a free marketing tool that advisors can use to grow their client base. These tips will help get you started. ...
  31. This is the Biggest Threat to Financial Advisors

    Baby Boomers are retiring at a steady clip, and the more of them that retire, the less business advisors serving them have. ...
  32. Why Advisors Should Team Up

    More than half of all practicing financial advisors now work in teams, says a recent study. Here's why.
  33. A Guide to Grantor Retained Annuity Trusts

    An in depth look at Grantor Retained Annuity Trusts, how they work and who they are best suited for.
  34. How Pro Athletes Can Choose the Right Advisor

    When it comes to finances, professional athletes can be vulnerable. Here's what they need to look for in a financial advisor. ...
  35. 3 Top Tips on How to Be Truly Client-Centered

    Financial advisors can stand out from the competition by following these tips to run a truly client-centered practice.
  36. How GenLink Can Help Advisors Navigate Generations

    A new tool aims to help advisors bridge the generational gap.
  37. How Doctors Can Find the Right Financial Advisor

    Doctors looking for a financial advisor can find them using these methods and should ask the right questions.
  38. Estate Planning Tips for Tax-Deferred Investments

    Bequeathing assets in tax-deferred investments can be tricky. Here are some of the pitfalls and how to avoid them.
  39. How to Handle Annoying and Needy Clients

    Few things cause more headaches for financial advisors than excessively needy or annoying clients. Here’s what you need to ...
  40. GE P/E Ratio: A Quick Analysis

    A quick calculation and analysis of GE's trailing and forward P/E ratios.
  41. How Working Might Hurt Your Retirement Plans

    Research shows that relying on your ability to work well into your retirement — depending on your line of work — may not ...
  42. How to Dodge Brokers Using Smarmy Sales Tactics

    Many finance professionals use illegal, high-pressure sales tactics to sell bad securities to investors. Here's how to know ...
  43. The Top 25 Broker-Dealer Firms in 2015

    The country's largest broker-dealer firms by annual revenue are clearly doing lots of things right, but they're also facing ...
  44. The 3 Best Financial Advisors in Boston

    Discover some of the most experienced financial advisors in Boston, along with information about their areas of expertise ...
  45. The 3 Best Financial Advisors in Manhattan

    Discover some basic tips for choosing the right financial advisor and learn more about three of the top financial planners ...
  46. Passive vs. Active Management: Which is Best?

    Portfolio performance is as much about picking asset classes as picking stocks. Timing the market, however, is something ...
  47. Top Estate Planning Tips for 401(k)s and IRAs

    Here's how to avoid estate planning pitfalls when it comes to leaving IRA and 401(k) assets to heirs.
  48. Top Tips on How to Break Bad News to Clients

    Delivering bad news to clients is never a fun task. Here are some tips on how to do it right.
  49. Year-end Tax Planning Strategies You Need to Know

    With the end of year fast approaching it's time to think of ways to curb your tax expenses using different investment vehicles.
  50. Revenue Analyst: Career Path & Qualifications

    Learn more about the duties of a revenue analyst and the qualifications needed for the position, along with the career path ...
  51. Reality Check: Are You Really Ready to Retire?

    If you're wondering whether your savings will last throughout your retired years, there are a few things you can do right ...
  52. Alternatives to Social Security's File & Suspend

    The file and suspend strategy for Social Security will no longer be valid in 2016. Here are some alternatives.
  53. The Rate Hike: What Investors Should Know

    Advisors will be getting many client questions about the rate hike. Here are some tips on how to address this hot topic.
  54. Why the Ultra-Wealthy Need Financial Advisors

    While advisors generally consider wealthy folks as the Holy Grail of clients, they have their work cut out for them in managing ...
  55. Are High-Yield Bonds a Good Bet Right Now?

    Junk's popularity may be on the wane, but does that mean there's not a place for them in your portfolio?
  56. What Advisors Can Provide that Robo-Advisors Can't

    Robo-advisors can't compete with human advisors when it comes to providing these services to clients.
  57. How the Middle Class Can Pick the Right Advisor

    Regular folks need financial planning as much as wealthy folks. Here's how to find the right financial advisor.
  58. Why Millennials Should Talk Philanthropy Soon

    Charitable giving can provide advisors planning opportunities with millennials. Here's why.
  59. 6 Top Finance Books to Gift This Christmas

    An overview of six engaging financial reads to give as gifts this Christmas.
  60. Financial Analyst: Career Path & Qualifications

    Read about what it takes to become a financial analyst in a corporation or securities firm, and learn how far you can rise ...
  61. Top Year-End Financial Planning Strategies

    Here are some top year-end financial planning strategies for financial advisors and their clients.
  62. Costco P/E Ratio: A Quick Analysis

    A quick calculation and analysis of Costco's P/E ratio.
  63. Is It Time To Buy The Solar Sector? (TAN, FSLR)

    The solar industry has grown rapidly in the last decade but faces major roadblocks in 2016.
  64. How Rising Rates Impact Bond Mutual Funds

    The interest rate increase by the Fed was one of the most widely anticipated in history. Here's what it means for bond mutual ...
  65. Treasurer: Career Path & Qualifications

    Learn what it takes to be a modern corporate treasurer, starting from undergraduate study and working up the ladder into ...
  66. Top Ways to Pass Passion Assets to Heirs

    Passion assets are finding favor among investors looking for alternative investments. Here's how to ensure smooth dispersion ...
  67. How to Dodge Big Tax Hits on Your Portfolio

    An investment plan that helps clients minimize related tax hits adds even more value to an already well-thought out strategy. ...
  68. myRA: How it Will Work, Pros and Cons

    The myRA is a new account designed to help millions of Americans save for retirement. Here's a look at how it'll work.
  69. The Millennial Guide to Choosing a Financial Advisor 

    Choosing the right financial advisor is a must for millennials who need professional guidance with managing their money.
  70. Bulge Bracket Vs. Mid Market Vs. Boutique Investment Banks

    Obtain a detailed description of the primary differences between the various types of investment banks: bulge bracket, middle ...
  71. Common Interview Questions for Financial Data Analysts

    Learn what kinds of questions are frequently asked at job interviews for financial data analyst positions and how to give ...
  72. Financial Planner: Career Path & Qualifications

    Learn what education and certifications you need to become a financial planner, as well as the future prospects and earnings ...
  73. Who Wants to be a 401(k) Millionaire? (TROW)

    Want to be a 401(k) millionaire? Here are some tips to get you on the right path.
  74. Rite Aid P/E Ratio: A Quick Analysis (RAD, CVS)

    A quick analysis for the P/E ratio of Rite Aid Corp.
  75. Bank Teller: Career Path & Qualifications

    Learn more about what it takes to become a bank teller and whether the position qualifies you for promotion into higher bank ...
  76. How Body Language Can Make You a Better Advisor

    These few simple rules can help you to project a strong, confident persona when you meet with clients.
  77. Top Retirement Choice: Dividend Stock or Annuity?

    There's a lot to take into account when deciding between dividend stocks or annuities for retirement planning. Here's what ...
  78. Are Robo-Advisors a Good Idea for Young Investors?

    Robo-advisors claim to be democratizing investing, but do they really work for young investors?
  79. Where to Find Non-Profit Finance Jobs

    The non-profit sector offers a stable selection of jobs for those who seek other types of fulfillment from their jobs than ...
  80. 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 ...
  81. The Right Financial Advisor for Dentists

    Dentists have uniqe financial planning needs. Here's what they need to look for in a financial advisor.
  82. 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 ...
  83. 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 ...
  84. 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 ...
  85. 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.
  86. 4 Professional Associations Advisors Should Join

    These four professional organizations are among the most respected and well known in the industry.
  87. 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 ...
  88. Common Interview Questions for Equity Researchers

    Identify the types of questions asked at equity researcher job interviews, and practice giving polished responses that will ...
  89. 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 ...
  90. 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.
  91. 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 ...
  92. 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.
  93. 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 ...
  94. 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 ...
  95. 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 ...
  96. Incentive Trusts: How to Avoid the Pitfalls

    Incentive trusts can motivate beneficiaries to accomplish constructive goals, but they can also end up creating dilemmas. ...
  97. 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 ...
  98. 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 ...
  99. 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 ...
  100. Why Women FAs Prefer Some Indie Brokers

    Here's what some firms are doing right when it comes to recruiting and retaining female advisors.
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