Financial Careers Articles

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  1. Top Tips for Managing a Prospective Client Meeting

    These tips are essential when it comes to managing that first meeting with a prospective client.
  2. Lockheed Martin P/E Ratio: A Quick Analysis

    A quick analysis of Lockheed Martin's P/E ratio.
  3. Kinder Morgan P/E Ratio: A Quick Analysis

    The largest energy infrastructure company in America gets a quick calculation and analysis of its P/E ratio.
  4. Is A Stockbroker Career For You?

    Discover what you need to become a stockbroker and the variety of opportunities that are now available to you.
  5. Retired? Tips for Spending Your Nest Egg Wisely

    It can be hard to start spending money once retirement finally comes. Here are some best practices on how to transition from ...
  6. Why a 60/40 Portfolio is No Longer Good Enough

    Porfolios with a 60/40 allocation used to be the rule of thumb. Here's why that is no longer the case.
  7. The Impact of 2015 Tax Extender Bill on Savers

    The passage of the PATH legislation at the end of 2015 gives advisors more clarity on how to help clients with tax and financial ...
  8. Wealth is Growing Fastest in These Cities

    For those advisors willing to follow the money, these cities are the place to be.
  9. What's Next for the Robo-Advisor Market?

    The robo-advisor phenomenon has transformed the way the financial services industry is doing business. Here's what to expect ...
  10. When Do Alternatives Add Value to a Portfolio?

    Alternative investments continue to grow in popularity. But when do they really add value to a client's portfolio?
  11. Which Robo-Advisor is Best? Here's a Shortlist

    Robo-advisors are not going away anytime soon. Here is a look at 2016's best options for investors considering this form ...
  12. How to Advise Clients in a Rising Rate Environment

    In the wake of the anticipated rate hike advisors should help clients reassess their portfolios. Here's how.
  13. Qualifying for Medicaid: How to Better Your Chance

    Getting started on Medicaid can be very difficult, so here are four steps that should increase your chances of getting accepted ...
  14. Is a Roth IRA Conversion Right for Your Client?

    Here are the factors advisors and their clients need to consider when it comes to Roth IRA conversions.
  15. Online Tools to Help Make Retirement Savings Last

    These online tools can help stretch retirement dollars as far as possible.
  16. How to Avoid Overpriced Annuities

    The key to not paying excessive fees for annuities is understanding how they work. Here's what you need to know.
  17. 5 Top Strategies for Generating Retirement Income

    These are the most common types of investments that can generate income on a regular basis during retirement.
  18. How Humans & Robots Will Improve Financial Advice

    The human touch or technology? There is case to be made for both in the financial advisory sector. Learn how to integrate ...
  19. How Advisors Can Help Clients Stomach Volatility

    Investing has its ups and downs, but financial advisers can do much to prepare their clients and their clients' portfolios ...
  20. New York's Economy: The 6 Industries Driving GDP Growth

    Learn about the six most influential industries in New York, the most economically productive city in the country, and home ...
  21. GradeMyAdvisor: What You Should Know

    Many clients today are looking to be more objective with their choices of advisors. Here's how the internet is making that ...
  22. Retirement's Evolution: How Advisors Can Profit

    As the retirement landscape shifts, advisors unable to adapt to a forward-thinking business model may find themselves left ...
  23. Fixed Income Trader: Career Path & Qualifications

    Discover the career path the most fixed income traders follow and learn more about the qualifications needed and the average ...
  24. A Look At Barron's Top 3 Financial Advisor Teams

    A look at Barron's top 3 financial advisor teams for 2015 and why they made the list.
  25. Why the Young and Rich Fire Their Advisors

    The top reasons why affluent Millennials fire advisors may sound a little unusual. Here's what advisors should know.
  26. Advisors: The Robots are Coming and Want Your Job

    Advisors always face uncertain markets. Today, however they face technological competition and deciding when they should ...
  27. 5 Things to Ask Before Hiring a Financial Advisor

    Choosing a financial advisor isn't an easy task. Here's a list of the most important things to consider when planning for ...
  28. Controller: Job Description & Average Salary

    Learn about becoming a controller and what the job entails. Understand the education and skills required, and how much money ...
  29. Waddell & Reed vs. Robo-Advisors: A Comparison

    The Waddell & Reed model is a traditional approach to financial planning. Here's how it differs from robo-advisor platforms. ...
  30. Famous Women Financial Advisors You Should Know

    You've seen the financial gurus on TV but have you seen these top six financial advisors? They have a lot to offer and a ...
  31. Tips for Helping a Junior Advisor Succeed

    Bringing on new partners means helping them get acclimatized and showing them the ropes. These tips help get you started ...
  32. Data Analyst: Job Description & Average Salary

    Learn about a data analyst career and how much money you can expect to make. Understand the skills and education needed to ...
  33. The Powerball Lottery Jackpot: Key Lessons

    You already know this: You aren't going to win the Powerball jackpot. But here's why thinking about it can be instructive.
  34. Seadrill P/E Ratio: A Quick Analysis

    A quick calculation and analysis of Seadrill's P/E ratio.
  35. Human Advisors vs. Robo-Advisors: Which is Better?

    When it comes to money management, there isn't a lack of choices. Here's a comparison of services from traditional advisors ...
  36. QLACs Set to Gain Traction in 401(k)s

    New on the retirement income protection scene, QLACs are expected to gain traction among retirement plans.
  37. Checking Out Pzena's New Mutual Funds

    Find more out about Pzena Investment Management's new rollout of a series of mid-cap value funds for retail investors.
  38. Why Mutual Funds Are Here to Stay (Despite ETFs)

    Despite the rise of ETFs, mutual funds are not headed for extinction. Here's why they are here to stay.
  39. Controller: Career Path & Qualifications

    Find out what it takes to become a financial controller, starting with undergraduate educational requirements and moving ...
  40. Social Security 'Start, Stop, Start' Explained

    The start, stop, start Social Security strategy is complicated. Here's what retirees considering it need to consider.
  41. Top Tips for Maximizing Social Security

    Between delaying filing, claiming strategies and taking advantage of special marital benefits, there are several ways to ...
  42. The Best Financial Planning Programs in America

    Anyone interested financial planning has many choices when in comes to getting their certification. Here are a list of the ...
  43. Compliance Officer: Career Path & Qualifications

    Read about what it takes to become a compliance officer, why the field is so diverse and why the government might be the ...
  44. When Does It Make Sense to Buy an Annuity?

    Annuities are not always appropriate for every situation. Here is when it makes sense to purchase them.
  45. Advisors: Avoid Making This Mistake with Clients

    Financial advisors who focus only on wealthy clients may be missing out on a significant portion of business. Here's why.
  46. Disability and Retirement: How to Be Prepared

    Here's how financial advisors can help clients with disabilities arrive at the best solution over the long term when it comes ...
  47. Internal Auditor: Job Description & Average Salary

    Learn about what the job of internal auditor entails, as well as the median salary, education and certifications required ...
  48. Tips on How to Discuss Philanthropy with Clients

    Advisors shouldn't overlook philanthropy when it comes to their clients' financial lives. Here's how to broach the topic ...
  49. Delaying Taking Social Security: What to Consider

    Ready to cash in on your retirement? Here's how waiting to take social security can save you money in taxes and other ways, ...
  50. Internal Advisor Consultant: Career Path & Qualifications

    Discover more about the responsibilities of an internal advisor consultant, the average salary he can expect and the qualifications ...
  51. Paying Advisors: What the Young and Wealthy Prefer

    The next generation of ultra-high-net-worth investors wants the payment structures for financial advice to evolve. Here's ...
  52. Revenue Analyst: Job Description & Average Salary

    Learn what a revenue analyst does and what skills are needed to succeed in the position. Determine the education and experience ...
  53. Why Long Term Care Isn’t a Client Priority

    Long term care is a difficult subject to broach with clients, but advisors need to do it. Here are some tips on how to tackle ...
  54. How Advisors Can Land Plan Sponsors as Clients

    Plan sponsors can be lucrative clients for advisors. Here are the areas that financial advisors should focus on to attract ...
  55. Pros & Cons of Using a Robo-Advisor

    Robo-advisors come in all shapes and sizes. This article goes through the pros and cons of this new approach to financial ...
  56. Indexed Annuities and New DoL Rules: What to Know

    The DOL has proposed a bill that includes tightening rules regarding the sale of indexed annuities. Here's what it means ...
  57. How Advisors Can Help Clients Avoid Tax Scams

    Here's how advisors and their clients can avoid falling prey to tax scams and cyber criminals.
  58. 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 ...
  59. 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 ...
  60. 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.
  61. 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.
  62. 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?
  63. 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 ...
  64. 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 ...
  65. 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: ...
  66. 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 ...
  67. How Much Do CPAs Make?

    If you're considering becoming a CPA, here's what you might expect to earn.
  68. 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.
  69. 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.
  70. 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.
  71. 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 ...
  72. How Advisors Can Make Sure Clients Diversify

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

    Retirement planning is also about healthcare planning. Here's how to factor it all in.
  74. 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.
  75. 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. ...
  76. 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.
  77. How Veterans Can Pick the Right Financial Advisor

    Veterans who are looking for a financial advisor need to ask these questions.
  78. 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.
  79. High-Pressure Sales Tactics You Should Be Aware Of

    Beware of financial advisors (and others) who use these common high-pressure sales tactics.
  80. 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, ...
  81. 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 ...
  82. Top Tips for Retaining Widowed Clients

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

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

    Find out which exam you need to begin your career as an investment professional.
  85. 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 ...
  86. 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 ...
  87. 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. ...
  88. 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. ...
  89. Why Advisors Should Team Up

    More than half of all practicing financial advisors now work in teams, says a recent study. Here's why.
  90. 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.
  91. 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. ...
  92. 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.
  93. How GenLink Can Help Advisors Navigate Generations

    A new tool aims to help advisors bridge the generational gap.
  94. 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.
  95. 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.
  96. 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 ...
  97. GE P/E Ratio: A Quick Analysis

    A quick calculation and analysis of GE's trailing and forward P/E ratios.
  98. 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 ...
  99. 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 ...
  100. 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 ...
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