Career Education & Resources

  1. Should You Get A CFA, MBA Or Both?

    These certifications require time and money, but combined programs are making obtaining both designations more realistic. ...
  2. MBA vs. Executive MBA: Which Is Better?

    What's the difference between an MBA and an EMBA in terms of cost and in value? Here's some help in making your choice.
  3. MBA vs Master's In Finance

    While an MBA offers more flexibility in terms of curriculum and ability to take classes part time, a Master's of Finance ...
  4. Pass Your CFA Exams On The First Try

    Become one of the elite who pass these exams by using these simple study methods.
  5. When Is an MBA Worth It?

    Earning an MBA can enhance one's career path, or help land a high-paying job. It also involves substantial expense and time. ...
  6. How to Leverage Millennial Wealth

    Take these steps and you'll be first in line when young investors start looking for professional financial services help.
  7. Top 10 Must-Read Books for Finance Professionals

    Interested in the financial world? Here are some books that provide keen insight into its history and how it works.
  8. What's the average salary of a financial advisor?

    Learn about average salaries for financial advisors. Explore different levels of compensation financial advisors receive ...
  9. RIAs Seeing Record Compensation Levels

    Being an advisor can mean having a long and fruitful career, especially with compensation hitting records. But it's not expected ...
  10. How Boomer Advisors Can Keep Their Successors Happy

    Boomer business owners need to start thinking about an exit strategy if they haven't yet done so. Here are some tips on grooming ...
  11. So, You Want to Earn Your CFA?

    Here are some pros and cons to consider before you take the CFA charter plunge.
  12. How to Land a Job at a Startup

    Essential tips for differentiating yourself among the growing pool of applicants that hope to join a start-up.
  13. 7 Easy Steps to Negotiating a Raise

    Salary negotiations aren't easy, but even if your company is on a tight budget, you can still ask for more.
  14. 5 Signs You're Being Overworked at Your Job

    Starting to feel overwhelmed with your job? Here are five signs that it might be time to make a change.
  15. 4 Reasons Employee Wellness Matters

    Employees want more than a paycheck. They want rich benefits that include a health and wellness component. Companies that ...
  16. 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 ...
  17. Asset Manager Ethics: Investment Process and Actions

    Managers, in developing their investment process, need to determine some “general rules” that make it meaningful. We offer ...
  18. Career Advice: Investment Banking Vs. Wealth Management

    Take a comparative look at two of the most popular career choices in the financial sector, wealth management and investment ...
  19. Do financial advisors get drug tested?

    Learn how financial advisor regulatory bodies do not require drug testing but many individual firms that hire advisors do ...
  20. Is a financial advisor required to have a degree?

    Discover the minimum educational requirements and financial licenses needed to become a financial advisor in the modern corporate ...
  21. Do financial advisors have to be licensed?

    Understand why all financial advisors have to be licensed, and identify the specific licenses you must obtain to carry out ...
  22. Do financial advisors need to meet quotas?

    Learn why financial advisors who receive guaranteed salaries from their employers usually have quotas, and understand what ...
  23. Top Spots to Wine and Dine Clients in New York

    New York City is one the world's best places to wine and dine a client. From power lunches to sushi to celebrity chef spots, ...
  24. The 15 Fastest-Growing RIAs

    Registered investment advisors are consolidating their business and assets. Here are 15 of the fastest-growing RIAs.
  25. A Guide to Financial Education for Doctors

    Doctors need to choose the educational option which best fits his or her time, schedule and learning preference. Here's a ...
  26. Financial Education for Engineers

    A breakdown of the top financial education sources for engineers.
  27. Accredited Financial Counselor: An Introduction

    This designation is highly relevant as it allows you to help the middle- and lower-income population in America.
  28. Should You Offer Alternative Investments?

    Find out what problems arise for financial representatives when they start to diversify their client offerings.
  29. What Is A “Broker-Dealer” And Why Should You Care?

    For many investors, the financial services industry is a strange and mysterious place filled with a language all in its own. ...
  30. Making It Big On Wall Street

    Read about some of the most glamorous Wall Street jobs and what it takes to land one.
  31. Financial Certifications With The Best ROI

    These certifications will land you a long, profitable career for an affordable price.
  32. Tips On Selling Your Financial Services Business

    Planning a sale or transition of your practice over time can help ease your clients into it and can net you a higher sale ...
  33. A Close Look At Certified Senior Designations

    We examine the validity of senior financial designations and whether they are worth pursuing.
  34. Why You Shouldn't Manage Your Friends' Money

    Your pals may like your returns, but it isn't wise for you to manage their money.
  35. The Cost Of Hiring A New Employee

    Hiring a new employee means more than just a salary ... a lot more.
  36. How To Become A Self-Taught Finance Expert

    A wealth of information is at your fingertips, and getting started is easy.
  37. Series 65 Exam Prep: The Investment Advisor

    Before you take the series 65, you need to understand who is an investment advisor as defined by the exam.
  38. The de Minimis clause for investment advisers means:

    A. An investment adviser must register with the state if it holds less than $25 million in assets.B. An investment adviser ...
  39. What financial certifications or exams do I need to complete in order to qualify for registration as an Investment Advisor Representative?

    In general, most states require the successful completion of the Series 65 exam or both the Series 7 and Series 66 exams. ...
Hot Definitions
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  4. Perkins Loan

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  5. Wealth Management

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  6. Assets Under Management - AUM

    The market value of assets that an investment company manages on behalf of investors. Assets under management (AUM) is looked ...
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