Professionals

  1. Analyzing Investments in a Portfolio Framework

    Financial advisors need to consider many portfolio aspects when analyzing individual ...
  2. Affluent Clients Have Different Financial Planning ...

    Financial advisors must keep in mind that affluent clients have different planning ...
  3. How to Explain the Fiducuary Rule to Your Clients

    Here's how to deliver the underlying message of the Department of Labor's new fiduciary ...
  4. 5 Marketing Strategies for Financial Advisors

    Here are five different strategies advisors can implement to market themselves and ...
  5. How the Rich Like Their Robo-Advisors

    Most high-net-worth investors, those with at least $1 million to invest are choosing ...
  6. Advisors-Turned-Fiduciaries: Insurance You'll ...

    The DoL rules provide a new structure under which advisors can be held liable for ...
  1. 10 of the Most Famous Financial Advisors (BRK-A)

    The most famous financial advisors are a mix of legendary investors, best-selling ...
  2. Deutsche Bank's Fine and its Systemic Effects ...

    The IMF said earlier this year that the German lender “appears to be the most important ...
  3. 4 Books the Former CEO of Westpac Is Reading ...

    Gail Kelly, former CEO of Westpac Banking Corporation (NYSE: WBK), is currently enthralled ...
  4. What Are Virtual Financial Advisors?

    The internet has provided a convenient way for financial advisors to offer their ...
  5. These 3 Investment Banks Will Pay for Your MBA ...

    Many investment banks will pay for an MBA, but bankers should keep in mind this advanced ...
  6. How to Evaluate Smart Beta ETF Strategies (IWD, ...

    ETF providers are rolling out new smart beta products at a rapid pace. Here are some ...
  1. A Guide To Financial Careers

    We look at all of the jobs available in the finance sector, and the education and ...
  2. Countdown to Retirement

    Retirement is staring you in the face...and decisions are looming about your savings, ...
  3. Kevin O'Leary Biography

    Kevin O'Leary is a Canadian television personality, businessman and investor. A brash ...
  4. Carly Fiorina Biography

    Carly Fiorina is an American businesswoman, former CEO of technology giant Hewlett-Packard, ...
  1. Depreciation Can Shield Taxes, Bolster Cash Flow

    Depreciation can be used as a tax-deductible expense to reduce tax costs, bolstering cash flow
  2. What schools did Warren Buffett attend on his way to getting his science and economics ...

    Learn how Warren Buffett became so successful through his attendance at multiple prestigious schools and his real-world experiences.
  3. How many attempts at each CFA exam is a candidate permitted?

    The CFA Institute allows an individual an unlimited amount of attempts at each examination.Although you can attempt the examination ...
  4. What's the average salary of a market research analyst?

    Learn about average stock market analyst salaries in the U.S. and different factors that affect salaries and overall levels ...
  1. CFP

    CFP Exam Guide
  2. Equity Investments: CFA Level II Tutorial

    Chapter 1: Equity Valuation: Its Applications and Processes Chapter 2: Return Concepts for Equity Valuation Chapter 3: Industry Analysis With Porter's 5 Forces
  3. Series 57

    FINRA Series 57 Exam Guide
  4. Series 62

    FINRA Series 62 Exam Guide
  1. 8 College Degrees with the Best Returns on Investment

    Find out which college degrees offer the best opportunities to earn a salary that ...
  2. First Impression Blunders To Avoid

    It's been said that people make a lasting decision about you within the first 20 ...
  3. 7 Cover Letter Blunders

    It's not just your resume that matters. Find out which cover letter mistakes can ...
  4. 5 Ways To Make Your Resume Stand Out

    Learn 5 ways to make your resume stand out from the rest.
  5. 5 Top Jobs Of The Future

    These jobs may seem like science fiction, but in the not-too-distant future these ...
  6. 6 Career-Killing Facebook Mistakes

    It's not just your friends who can find your information - potential employers may ...
Hot Definitions
  1. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  2. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  3. Death Taxes

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

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

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

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