Financial Careers Articles

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  1. Avoid These Retirement Asset Allocation Mistakes

    When it comes to asset allocation in a retirement portfolio, these are the mistakes that should be avoided.
  2. Managing Client Risk: A Look at Riskalyze

    Riskalyze provides advisors and their clients with a clear picture of where they are in the risk frontier and where they ...
  3. Gen Y is Making This Huge Investing Mistake

    Millennials are a risk averse generation. Here's how advisors can help them invest appropriately for their age.
  4. Top 10 Performing Hedge Funds in January 2016

    These hedge funds have consistently delivered positive returns over the years, even during a bearish market in January.
  5. How Prepared Are Americans for Retirement?

    While retirement preparedness has increased in the last two years, more than half of Americans may fall short. Here's how ...
  6. Older Clients Marrying: How Advisors Can Help

    There are financial issues for clients marrying at any stage of life, but older spouses may bring many more things they need ...
  7. Irrevocable Trusts: New Trends You Need to Know

    Several improvements and additional provisions have been added to irrevocable trusts in recent years making them considerably ...
  8. Top Tips for Buying Annuities

    Annuites are complex products that must be understood in order to use them correctly. Here's what you need to know.
  9. Long-Term Care: How and Why You Should Plan for It

    The likelihood of needing long-term care is higher than most people realize. Here are some ways to plan for it.
  10. Will the Wealthy See a Tax Incentive Cut?

    President Obama has unveiled plans to increase taxes for the wealthy. Retirement income and capital gains are two key areas ...
  11. What Advisors Can Learn from Fidelity’s Video Push

    Fidelity is adapting its marketing strategy with more video-based marketing and other social media offerings. Here's what ...
  12. Can Robo-Advisors Meet the Fiduciary Standard?

    The advent of robo-advisors has broached the question of whether they should also be regulated like traditional advisors.
  13. Advisors: Are You Truly Ready to Go Independent?

    Advisors considering going independent need to make sure they're well-prepared. Here's what they need to consider.
  14. How Advisors Can Thrive Despite Robo-Advisors

    In the age of robo-advisors here's how human advisors need to step up their game in order to thrive.
  15. When to Really Put Your Clients' Interests First

    Advisors and clients alike are best served when a client's revenue is growing. But there may be some cases when taking a ...
  16. New SS File-and-Suspend Guidance: What to Know

    April 29, 2016 will mark the end of Social Security's file-and-suspend claiming strategy. Here's what savers and financial ...
  17. Robo-Advisors and Banks: Perfect Bedfellows?

    Is the banking industry the next to join the robo-advisory fray? There are many things going on that lead us to believe that ...
  18. Want to Be a Better Advisor? Think Like a Client

    Stepping into clients' shoes by hiring your own financial advisor can give you valuable insight into the experience of planning ...
  19. How to Avoid Scaring Off Prospective Clients

    It's easy to inadvertently intimidate or confuse potential clients. Here's what not to do on your initial meetings with would-be ...
  20. How to Help Clients Plan Their Funerals

    Advisors should be talking to clients about delineating funeral wishes in a secure way so family members aren’t let out of ...
  21. How to Bond with Influencers to Grow Referrals

    Here are the top ways advisors can connect with influential people to gain quality referrals.
  22. Advisors: Stay Relevant with Data Aggregation

    Advisors wanting to remain competitive should consider embracing data aggregation tech, which many clients expect. Here's ...
  23. Junk Bonds: Why You Should Pass Right Now

    Why you should probably wait on allocating to junk bonds right now.
  24. Unconstrained Bond Funds are Finally Being Tested

    Unconstrained bond funds, pitched as a hedge against rising rates, are finally being tested.
  25. These 6 Robo-Advisors Manage the Most Money

    Investors should look at a variety of factors when choosing a robo-advisor. Here's a snapshot of the more popular ones.
  26. What RIAs Are Worried Most About in 2016

    Upgrading technology, hiring new talent and being a bit more conservative heading into a shakier economic environment top ...
  27. When it Makes Sense to Reverse an IRA Conversion

    The IRS allows taxpayers whose conversions turn out to be badly timed to reverse this transaction. Here's when it makes sense ...
  28. Advisors: How to Land Your Clients' Kids

    Advising the next generation of wealth owners—the children of your clients—is a goal worth pursing. Here are a few tips for ...
  29. Private Banker: Job Description & Average Salary

    Discover what a career in private banking entails, including a job description, education and training, necessary skills ...
  30. What to Expect From TransUnion's Earnings (TRU)

    TransUnion is not the only company to have struggled after recently launching an IPO. But few have had the level of stability ...
  31. Financial Planner: Job Description & Average Salary

    Discover the general job duties and average salary of a financial planner, as well as the education, training and skills ...
  32. Advisors: How to Mend Doctors’ Retirement Planning

    While physicians are typically highly compensated, many fall short when it comes to retirement savings. Here are some steps ...
  33. Can You Afford a Financial Advisor?

    Don't think you can afford a financial advisor? Think again. Here's why you should reconsider hiring an advisor.
  34. Advisors: Skimp on Technology at Your Own Risk

    Technology is rapidly transforming the way that advisors do business. Here are the areas where smart advisors are investing ...
  35. Advisors: How to Deal With a Social Media Nemesis

    Here's how financial advisors with a social media presence can monitor and handle disgruntled client comments and pesky online ...
  36. Are AUM Fees a Thing of the Past?

    Although the assets under management fee seemed like a good idea for a long time, current market trends may be making it ...
  37. The Top Robo-Advisor Trends in 2016

    The rapid growth of the robo-advisor market seems all but assured. Here are some possible developments to look out for in ...
  38. Top Problems with Financial Data Aggregation

    A new front in personal finance technology—data aggregation—seeks to make our financial lives easier. But here's why it may ...
  39. What the Next Decade Holds for Financial Advisors

    A look at the top trends of the financial advisory business in the next decade.
  40. 3 Healthy Financial Habits for 2016

    ”Winning” investors don't just set it and forget it. They consistently take steps to adapt their investment plan in the face ...
  41. The Top RIA Deals of 2015

    It was a big year for change within the RIA industry. Here are 2015's biggest mergers, acquisitions and buyouts.
  42. 6 Robo-Advisors That Require Little to Start

    There are many well-regarded robo-advisor options that come with minimum investment amounts. Here are snapshots of a handful ...
  43. Top Ways Advisors Can Get Fired from a Practice

    These are the most common reasons why advisors get fired.
  44. How Advisors Can Appeal to Nontraditional Families

    So-called traditional families represent less than 20% of U.S. households today. Here's how advisors can adjust.
  45. Advisors: How Your IT Guy Can Save You Money

    Financial advisors have many incentives to purchase technological equipment. Read the fine print to make sure you are getting ...
  46. Social Security: Navigating it with Your Clients

    Many people don’t realize how confusing Social Security can be until they're face to face with taking it. Here's how to talk ...
  47. Advisors: Why You Should Never Skimp on Technology

    A recent Fidelity study shows that advisors who embrace technology are more successful. Here are some key steps to gain a ...
  48. What Baby Boomers Need to Know About IRA RMDs

    Mandatory minimum distributions from traditional IRAs and qualified plans cannot be avoided. But there are several ways to ...
  49. How to Construct an Annual Review for Clients

    One of the best things that advisors can provide to clients is an annual review of their financial situation. Here are some ...
  50. Robo-Advisor, Asset Manager Marriages on the Rise

    Invesco is the latest asset manager to acquire a robo-advisor. Here's a look at what it means and how it will work.
  51. There's a Reason They're Called Junk Bonds

    The closing of Third Avenue Managemet's Focused Credit Fund is a warning to investors and advisors. Beware the junk.
  52. 5 Questions First Time Investors Should Ask in 2016

    Learn five of the most important questions you need to ask if you are a new investor planning on starting an investment program ...
  53. The Top 4 Income Investments for Retirees in 2016

    These four investment types should mitigate risk in 2016 for retirees seeking income.
  54. Advisors: $240B in Fees Up for Grabs by 2030

    Advisors have an opportunity to win generational assets over the next 15 years. Here are some tips on how to cater to different ...
  55. Vanguard's Robo-Advisor vs. Flagship Select

    An in depth comparison of Vanguard’s robo-advisor and high-net-worth platforms.
  56. A Guide to DIY Portfolio Management

    These are some of the pillars needed to build a DIY portfolio.
  57. How Do Edward Jones and Merrill Lynch Compare?

    Merrill Lynch and Edward Jones have both been around for decades, but they approach business very differently. Here's the ...
  58. Cash Value vs Term Life Insurance: Which is Best?

    The debate between cash value life insurance and term insurance plus an investment plan is an ongoing one. Here's a look ...
  59. How Advisors Can Make the Most Out of Volatility

    Advisors can use market volatility as an opportunity to enhance their value to their clients and grow their practice. Here's ...
  60. What People Hate About Financial Advisors

    Advisors need to make a living too, but doing so by cutting corners at a client's expense isn't right. Here are the top complaints ...
  61. SRI Funds and Your 401(k): What You Need to Know

    Socially responsible, green and impact investing options are now DoL-approved for 401(k) plans. Here's what investors should ...
  62. Top Insights Into Winning More Wealthy Clients

    The upcoming young and wealthy client class is like none other when it comes to wealth advising preferences. Here are some ...
  63. How Millionaires Say They'll Invest in 2016

    Recent research shows that millionaire investors are entering 2016 more conservatively thanks to recent market volatility. ...
  64. When to Fire Your Advisor and Go Robo-Advisor

    Human financial advisor or robo-advisor: Which suits your needs best? Here are some general tips to help guide you to the ...
  65. How to Create a New Financial Product in 10 Steps

    The 10 steps outlined here are essential to the creation of a new financial product.
  66. Retirement Tips for Financial Advisors

    Learn some valuable tips that financial advisors are using to successfully transition from practice to financially secure ...
  67. Why the Classic Car Boom Might Be Ready to Bust

    The collectible car market has grown spectacularly, but recent numbers show that it may be heading for a correction.
  68. Should You Let a Family Member Manage Your 401(k)?

    Learn how a family member managing your 401(k) is probably not the most auspicious move you can make, and identify several ...
  69. More Firms Set to Join Robo-Advisor Ranks in 2016

    These major financial services firms plan to roll out robo-advisor platforms this year.
  70. Advisors: Win Over Millennials with Insurance

    Millennials don’t have the same values and goals as previous generations. Here are some tips on how advisors can adapt to ...
  71. Advisors: Don't Mix Robo and Traditional Services

    Here's why it makes sense for financial advisors to offer traditional and robo-advisor services separately.
  72. A Day In The Life Of A Public Accountant

    Here's an inside look at the workdays of two experienced CPAs, to give you an idea of what it might be like to pursue a career ...
  73. Are Dividend Stocks a Good Substitute for Bonds?

    Are dividend paying stocks a good substitute for bonds in a low interest rate environment?
  74. Where Rich Investor Loyalty Lies: Firm or Advisor?

    Affluent investors are evenly split when it comes to being loyal to their advisor vs. their financial services firm. How ...
  75. A Key Tip for Making Your Nest Egg Last Longer

    Retirees who don't want to deplete their nest eggs during a bear market should make sure to do the following.
  76. Why Advisors Are Flocking to This Pricey ETF (FV)

    Despite its high expense ratio advisors are flocking to this ETF. Here's why.
  77. Advisors: What to Know Before You Text

    Texting is becoming more popular between clients and financial professionals, but compliance can be tricky. Here's what to ...
  78. When to Trust a Revocable Trust

    Unsure of how your assets will be dispersed once you're gone? Here's how setting up a revocable trust while you're here can ...
  79. What Long-Term Investing Should Mean to You

    Long-term investing is relative depending on many things, but really, how long is it? We take a look back to try and find ...
  80. Top Financial Events Impacting Clients in 2016

    These events in the financial services industry will have a significant impact on clients.
  81. Stressed Out? How Advisors Can Deal with It

    Financial advisors face loads of stress, especially during troubled times. Here's how to deal with the job's stresses and ...
  82. New Year's Resolutions: How to Help Clients Adhere

    Clients setting new resolutions is one thing, but it can be hard to achieve financial goals for some people. Here's how advisors ...
  83. Business Analyst: Job Description & Average Salary

    Learn the different types of business analyst careers available; understand the skills and education needed and the salary ...
  84. Medicare: Reducing Income for the Right Reasons

    The higher your income the higher your surcharges on Medicare payments. Find ways to reduce income and reduce payments via ...
  85. Managing Housing Costs During Retirement

    Keeping your home in retirement could pose financial restrictions you may not have considered. Explore options and keep more ...
  86. Events in 2016 That'll Alter Your Retirement Plans

    Retirement savers who are trying to see what lies ahead can expect these changes affecting their retirement plans in 2016.
  87. Top 6 Things to Tell Clients in a Falling Market

    Here are six things to remind clients when the stock market tanks.
  88. Which Life Insurance is Right For You?

    Consumers have choices when it comes to life insurance. Knowing your future needs for cash or retirement can make the difference ...
  89. What Advisors Most Want for Their Firms in 2016

    A new study shows financial advisors' top New Year's resolutions for 2016. Do yours — or those of your own advisor — align ...
  90. How Fees and Taxes Can Consume Your Nest Egg

    The challenges of saving for retirement are many; high fees, excessive fund costs and the impact of taxes can really add ...
  91. The Best Free Mutual Fund Research Providers

    There is no lack of information for advisors on mutual funds. Getting the right sources (at the right price) can be as easy ...
  92. 7 Best Robo-Advisors for Client Transparency

    These are the top seven robo-advisors when it comes to the transparency of their fees and services.
  93. Financial Analyst: Job Description & Average Salary

    Understand the types of career paths you can take as a financial analyst, and learn the education and skills you need to ...
  94. What to do During a Market Correction

    The market has corrected...now what? Here's what you should consider rather than panicking.
  95. An Annuity Lowdown for Investors and Advisors

    Knowing how annuities work starts with an explanation of what each part is. Here is a list of terms that cover the basic ...
  96. Retirement Planning for the Wealthy: Top Tips

    A recent study shows a few key areas of financial planning that advisors are overlooking for wealthy individuals. Here's ...
  97. Is This the Most Important Retirement Investment?

    Giving back in retirement is an oft-ignored but important investment. Giving charitably can be a force for happiness for ...
  98. 5 Robo-Advisor Predictions for 2016

    One of the fastest-growing sectors within the financial services industry, robo-advising will see many changes this year. ...
  99. How to Prod Clients Into Talking Long-Term Care

    Long-term care is a difficult subject to broach, but it's a reality for millions of Americans. Here's how to bring it up ...
  100. All That Glitters Does Not Belong in an IRA

    Gold can be an attractive investment given its meteoric rise. But those wanting it within their IRA must look at some of ...
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