Financial Professionals

  1. Marathon Asset Management: Should You Consider ...

    Read about the investment operations of Marathon Asset Management, a specialist in ...
  2. T. Rowe Price vs. Fidelity: Comparing Small Business ...

    Read about two reputable 401(k) providers offering plans for small businesses, and ...
  3. Merrill Edge vs. Edward Jones: Comparing Small ...

    Read about 401(k) plans for small businesses offered by two national providers, one ...
  4. Six Things Bad Financial Advisors Do

    So you've gone to the trouble and expense of hiring a financial advisor. Here's how ...
  5. Natixis Global Asset Management: Investment Manager ...

    Read about the investment operations of Natixis Global Asset Management, a multiaffiliate ...
  6. Mesirow Financial: Investment Manager Highlight

    Read about the investment management operations of Mesirow Financial, an employee-owned ...
  1. T. Rowe Price vs. Fidelity: Comparing Small Business ...

    Read about two reputable 401(k) providers offering plans for small businesses, and ...
  2. Merrill Edge vs. Edward Jones: Comparing Small ...

    Read about 401(k) plans for small businesses offered by two national providers, one ...
  3. Natixis Global Asset Management: Investment Manager ...

    Read about the investment operations of Natixis Global Asset Management, a multiaffiliate ...
  4. Henderson Global Investors: Investment Manager ...

    Read about the global operations of Henderson Global Investors, a London-based asset ...
  5. Affiliated Managers Group: Investment Manager ...

    Read about the multiaffiliate business model employed by Affiliated Managers Group, ...
  6. Pioneer Investments: Investment Manager Highlight ...

    Read about the business operations of Pioneer Investments, a global investment firm ...
  1. 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 ...
  2. 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 ...
  3. 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 ...
  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. Goldilocks Economy

    An economy that is not so hot that it causes inflation, and not so cold that it causes a recession. This term is used to ...
  2. White Squire

    Very similar to a "white knight", but instead of purchasing a majority interest, the squire purchases a lesser interest in ...
  3. MACD Technical Indicator

    Moving Average Convergence Divergence (or MACD) is a trend-following momentum indicator that shows the relationship between ...
  4. Over-The-Counter - OTC

    Over-The-Counter (or OTC) is a security traded in some context other than on a formal exchange such as the NYSE, TSX, AMEX, ...
  5. Quarter - Q1, Q2, Q3, Q4

    A three-month period on a financial calendar that acts as a basis for the reporting of earnings and the paying of dividends.
  6. Weighted Average Cost Of Capital - WACC

    Weighted average cost of capital (WACC) is a calculation of a firm's cost of capital in which each category of capital is ...
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