Financial Professionals

  1. 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. ...
  2. 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 ...
  3. New York's Economy: The 6 Industries Driving ...

    Learn about the six most influential industries in New York, the most economically ...
  4. Internal Advisor Consultant: Career Path & Qualifications

    Discover more about the responsibilities of an internal advisor consultant, the average ...
  5. VCIT: Vanguard Intermediate-Term Corp Bd ETF

    Learn about the Vanguard Intermediate-Term Corporate Bond ETF, and explore detailed ...
  6. Breaking Down Financial Securities Licenses

    Find out which exam you need to begin your career as an investment professional. ...
  1. VCIT: Vanguard Intermediate-Term Corp Bd ETF

    Learn about the Vanguard Intermediate-Term Corporate Bond ETF, and explore detailed ...
  2. 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 ...
  3. These Firms Are Tops Among Advisor Clients

    A new study shows that financial advisors, even at the most popular firms, aren't ...
  4. Impact Investing: Making A Difference And A Profit

    Most investors spend their time chasing returns. But what if there was a way to do ...
  1. Do financial advisors work only in banks?

    Learn how financial advisors are employed not only by various financial institutions, such as banks, but an increasing number ...
  2. What are the benefits of financial sampling?

    Learn more about how financial sampling is used to determine whether or not inaccurate or fraudulent information exists in ...
  3. What are the differences between a Chartered Financial Analyst (CFA) and a Certified ...

    Understand the differences between a Chartered Financial Analyst and a Certified Financial Planner. Learn how each approaches ...
  4. How do I get started with a career in asset management?

    Find out how to get stated with a career in asset management whether you are still an undergraduate student or making a career ...
  1. CFP

    CFP Exam Guide
  2. Series 4

    FINRA Series 4 Exam Guide
  3. Series 99

    FINRA/NASAA Series 99 Exam Guide
  4. Series 24

    FINRA/NASAA Series 24 Exam Guide
Hot Definitions
  1. Inverted Yield Curve

    An interest rate environment in which long-term debt instruments have a lower yield than short-term debt instruments of the ...
  2. Socially Responsible Investment - SRI

    An investment that is considered socially responsible because of the nature of the business the company conducts. Common ...
  3. Presidential Election Cycle (Theory)

    A theory developed by Yale Hirsch that states that U.S. stock markets are weakest in the year following the election of a ...
  4. Super Bowl Indicator

    An indicator based on the belief that a Super Bowl win for a team from the old AFL (AFC division) foretells a decline in ...
  5. Flight To Quality

    The action of investors moving their capital away from riskier investments to the safest possible investment vehicles. This ...
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