Financial Advisor

  1. 5 Traits That Successful Financial Advisors Have

    Successful financial advisors have specific traits. Whether you aspire to be one ...
  2. How to Calculate What You Need for Retirement

    You might not be able to predict all the variables that impact retirement planning, ...
  3. Best Places to Find Christian Financial Advisors

    Some Christians prefer to hire financial advisors who share their beliefs. Here are ...
  4. Strategies Advisors Can Use to Avoid Cyber-Attacks

    Cybersecurity is a growing concern for all entities. Financial advisors can avoid ...
  5. An Example of an Advisor's Successful Marketing ...

    With more investors using social media, financial advisors are moving their marketing ...
  6. Retired? Tips for Spending Your Nest Egg Wisely

    It can be hard to start spending money once retirement finally comes. Here are some ...
  1. What Are Virtual Financial Advisors?

    The internet has provided a convenient way for financial advisors to offer their ...
  2. How to Evaluate Smart Beta ETF Strategies (IWD, ...

    ETF providers are rolling out new smart beta products at a rapid pace. Here are some ...
  3. Are Smart Beta ETFs Active, Passive or Both?

    Are smart beta ETFs a form of passive management, active management or a hybrid of ...
  4. How Financial Advisors Measure Capital Market ...

    Capital market expectations directly influence how a financial advisor allocates ...
  5. Smart Beta: How Does Quality Factor In?

    One of the factors used in smart beta strategies is quality. Here's a look at this ...
  6. New York REIT to Liquidate (NYRT)

    New York REIT plans to liquidate and delist from the New York Stock Exchange.
  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. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
  2. Retained Earnings

    Retained earnings is the percentage of net earnings not paid out as dividends, but retained by the company to be reinvested ...
  3. Demand Elasticity

    In economics, the demand elasticity refers to how sensitive the demand for a good is to changes in other economic variables. ...
  4. Dark Pool

    A dark pool is a private financial forum or exchange for trading securities.
  5. Quadruple Witching

    The expiration date of various stock index futures, stock index options, stock options and single stock futures. All stock ...
  6. American Opportunity Tax Credit

    A tax credit that enabled more student and parents to pay for part of their college expenses in the 2009 and 2010 tax years ...
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