Financial Advisor

  1. How to Distinguish Advisors From Salespeople

    What's in a financial professional's title? Often a great deal of confusion and potential ...
  2. Why Hobbies Should Be Part of Your Retirement ...

    Retirement should be fun—you’ve worked all your life and you deserve to enjoy your ...
  3. Are Your Clients Financially Literate? Probably ...

    Financial literacy is on the decline in the U.S. Advisors shouldn't assume their ...
  4. Robo-Advisors vs. Passively Managed Funds: Which ...

    Expense is the main distinction between the two, but each has its plusses and minuses, ...
  5. The 3 Biggest Secrets About Financial Planning

    Financial planning is more comprehensive than many professionals suggest. Here's ...
  6. How Financial Advisors Manage Liquidity Risk

    Financial advisors have to carefully consider a client's willingness and ability ...
  1. Robo-Advisors vs. Passively Managed Funds: Which ...

    Expense is the main distinction between the two, but each has its plusses and minuses, ...
  2. 3 Mutual Funds From Pzena for Retail Investors

    Find more out about Pzena Investment Management's new rollout of a series of mid-cap ...
  3. Synovus Stock Trades Ex-Dividend Tuesday (SNV)

    Synovus will send its dividend payment on July 1 to shareholders of record as of ...
  4. Comerica Stock Trades Ex-Dividend Monday (CMA)

    Comerica will send its dividend payment on July 1 to shareholders of record as of ...
  5. E*Trade Builds Its Own RoboAdvisor (ETFC)

    E*Trade's product, known as Adaptive Portfolio, will offer a combination of active ...
  6. Smart Beta: How Does Quality Factor In?

    One of the factors used in smart beta strategies is quality. Here's a look at this ...
  1. Countdown to Retirement

    Retirement is staring you in the face...and decisions are looming about your savings, ...
  1. What's the average salary of a financial advisor?

    Learn about average salaries for financial advisors. Explore different levels of compensation financial advisors receive ...
  2. Do financial advisors charge VATs?

    Understand what types of actions on behalf of a financial advisor constitute a value-added tax (VAT). Learn how to avoid ...
  3. How do financial advisors execute trades?

    Understand how financial advisors normally execute an investor's trades. Learn about the different type of markets and exchanges ...
  4. How do financial advisors help you avoid escheatment?

    Find out your financial advisor can help you avoid escheatment of your assets by monitoring your accounts and ensuring that ...
  1. Series 99

    FINRA/NASAA Series 99 Exam Guide
  2. Series 24

    FINRA/NASAA Series 24 Exam Guide
Hot Definitions
  1. Magna Cum Laude

    An academic level of distinction used by educational institutions to signify an academic degree which was received "with ...
  2. Cover Letter

    A written document submitted with a job application explaining the applicant's credentials and interest in the open position. ...
  3. 403(b) Plan

    A retirement plan for certain employees of public schools, tax-exempt organizations and certain ministers. Generally, retirement ...
  4. Master Of Business Administration - MBA

    A graduate degree achieved at a university or college that provides theoretical and practical training to help graduates ...
  5. Liquidity Event

    An event that allows initial investors in a company to cash out some or all of their ownership shares and is considered an ...
  6. Job Market

    A market in which employers search for employees and employees search for jobs. The job market is not a physical place as ...
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