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Financial Services: Most Popular Articles

These articles are the most popular over the last month.
4 Steps for Deducting Business and Medical...
This is an article about how to deduct business mileage on your tax return. The article also discusses how to deduct medical miles for tax purposes. If you're looking for information about how to deduct business miles on your tax return, you've come to the right place. File a Schedule A along with the IRS 1040 tax return to claim business miles and medical miles deductions.
Can you Deduct CFA or CFP Expenses on Your Taxes?
Determine whether your CFA or CFP exam expenses are tax deductible.
Types of Banks and Financial Institutions to Know
This is an article about banks and financial institutions in financial services. If you're wondering about what kinds of banks operate and the types of financial services banks offer to customers, you've come to the right place.
Debt-to-Equity Swap
This is the definition of the creation of a hybrid financial transaction known as debt-to-equity swap.
CFA Average Compensation
This is an article about CFA compensation. If you're looking for information about chartered financial analyst compensation, you've come to the right place.
Direct Stock Purchase Plan
Direct Stock Purchase Plan Glossary Term
How to Pass the FAR Section on Your CPA Exam
You have 18 months to pass all four sections, if you don’t pass FAR on the first try, you can use what you learned to pass the other three sections.
Pass the CFA Level II Exam with These Tips
This is an article about how to pass the CFA Level II Exam. The CFA Level II exam is part of a three-part exam series given by the CFA Institute to prospective CFA charter holders. If you're looking for information on how to pass the CFA Level II exam, you've come to the right place.
5 Prospecting Ideas for Financial Advisers
It's common to get caught up with the work involved in managing clients and forget to prospect. Here are a few ideas to get you started.
How to Study for the CPA Exam
This is an article about how to study for the CPA Exam. If you're looking for suggestions about how to choose study and review guides for the AICPA exam, you've come to the right place.
The Dodd-Frank Act Requires Hedge Fund...
This article describes the requirements of the Dodd Frank Act to hedge funds in 2011. If you're looking for information about how the Dodd Frank Act changes affect hedge funds, you've come to the right place.
CFP® vs ChFC®: What Advisors Should...
Professional designations like the CFP® and the ChFC® may help differentiate you from your competition and show clients that you value professional education. Here are a few things you should know about each credential.
5 Wicked Fun Client Event Ideas
Fun client events are a great differentiator between you and the competition and can boost referrals.
Securities Loans
Mortgage loan practices of only a few years ago have changed to protect lenders and homeowners. Self-employed clients may seek financial advisor input about refinancing and using traditional or conventional mortgage products.
5 CFA Exam Mistakes You Don’t Want to Make
Successfully passing the Level I, II, or III CFA exams is a tough challenge. Here are five mistakes that you don't want to make as a CFA exam candidate.
3 Little-Known Tax Deductions Financial...
Many financial professionals don't make the most of the tax deductions available to them.
Pros and Cons of Owning Assets Like Gold
Pros and Cons of Owning Assets Like Gold
Your CPA Exam Questions Answered: Part 2
This is an article about CPA exam questions, answered by Professor Joe Ben Hoyle of the University of Richmond. Professor Hoyle has been helping future CPAs prepare for the AICPA exam since 1980. If you're looking for information about CPA exam questions and how to pass the CPA exam, you've come to the right place.
A Primer About Clearing and Settlements
This article provides information about the clearing and settlement process in the U.S. financial markets. If you're looking for information about how transactions are settled on Wall Street and in the financial markets, you've come to the right place.
Goldman Sachs
Each broker-dealer, asset manager, or proprietary trading firm has an individual persona. Goldman Sachs has been known as a leader in providing ahead-of-the-curve insight to institutions and affluent individuals, families and businesses for decades. This article provides an overview of Goldman Sachs and the firm's businesses.
5 Ways Financial Advisors Can Improve Their...
How financial professionals can improve email marketing campaigns online
How to Segment Your Clients
Segmenting your book of clients is a great way to improve service, profitability and grow your bottom line.
How To Avoid An IRS Tax Audit
This is an article about how to avoid an IRS tax audit. If you're a small business owner or small proprietor, you've come to the right place for information about tax planning and tax audit.
Total Compensation of CEOs at Health Insurance...
CEO compensation remains a debated topic in the United States as fewer people have health insurance. According to the U.S. Census in 2010, almost 51 million Americans don't have health insurance. CEO compensation, along with executive management compensation, angers citizens and confounds regulators.
Use Cold Calling To Jump Start or Supplement...
This is an article about cold calling techniques and prospecting for new financial services clients. If you're looking for information about cold calling techniques, you've come to the right place.
Financial Advisor
Financial Advisor Glossary Term. Financial Services.
Certified Financial Planner (CFP®)
Certified Financial Planners work closely with their clients to define money objectives and goals. Using information supplied by the client, CFPs design plans to put clients on track regarding savings, investment, taxes, education, trusts, and retirement plans. CFPs then work with clients to implement the plan by selecting appropriate securities and/or financial products.
Chartered Financial Consultant (ChFC®)
Chartered Financial Consultant (ChFC®)
How To Prepare For the CFA Level I Exam
This is an article about how to prepare for the Cfa Level I exam. If you're looking for information about the CFA Level I exam, you've come to the right place.
Chartered Alternative Investment Analyst (CAIA)
Chartered Alternative Investment Analyst (CAIA)
Talk to Your Clients About Risk
Use a risk assessment questionnaire to gauge a client's market knowledge and perspective.
Chartered Financial Analyst (CFA) Jobs
Chartered Financial Analyst (CFA) Jobs
Your Questions Answered About the CPA Exam
This is an article about how to pass the CPA exam. If you're looking for information about the CPA exam, you've come to the right place.
How to Pass the CPA Exam
This article discusses how to create a study plan to pass the AICPA CPA exam. If you're looking for information about how to prepare for, then pass, the CPA exam, you've come to the right place.
Pass the CPA Exam: Time Management
This article is about how to pass the CPA exam by Professor Joe Hoyle. If you're looking for free information about how to pass the CPA exam, you've come to the right place.
5 Tips for New Wealth Managers
Here are some tips to help new financial advisors start achieving success in financial services.
Chartered Life Underwriter (CLU®)
Chartered Life Underwriter (CLU®)
Breaking Down a CFA Salary
Understand how much the CFA designation can help your salary and career prospects.
China's Economy Cools as Lending Slows
This is an article about China's economy and the impact of the 2011 global debt crisis. China's economy shows signs of cooling as lenders tighten access to borrowed money. The migration of Chinese workers from the center of the country to the cities has driven the China housing market. Housing prices in China show signs of weakness.
5 Things Advisors Need to Know About Private...
The SEC recently changed some regulations governing private placement securities. Here's what you need to know.
Understanding Your Clients’ Biggest Fears
Helping clients through their financial fears can be one of the best ways to establish trust and build a strong relationship.
How to Target Affluent Clients
Affluent clients are the lifeblood of a healthy financial practice. Here are some strategies to attract and retain these valuable clients.
Job Board FAQs
Job Boards help candidates identify the universe of available job openings. Use job boards to assess the competitive universe.
Financial Advisors and Analysts to Hedge Funds...
Designations and certifications help professionals gain the positive attention of the alternative investment industry. A variety of alternatives to the CFA credential exist, including the Licensed International Financial Analyst (LIFA), Chartered Alternative Investment Analyst (CAIA), Certified Hedge Fund Professional (CHP, and Financial Risk Manager (FRM).
Portfolio Analysis
Portfolio Analysis definition. Financial Services.
5 Habits of Elite Financial Advisors
Learn the secrets that top producers use to build deeper client relationships and take their firms to the top.
FINRA Series 7
FINRA Series 7 Glossary Term. Financial Services.
"Hoarding Gold" Was Prohibited by President...
This is an article about the history of individual gold ownership in the United States and Executive order 6102 signed by President Franklin D. Roosevelt in 1933.
Dow Jones Industrial Average (DJIA)
Dow Jones Industrial Index Glossary Term
At Long Last: Passing the CPA Exam
This is an article about how to pass the CPA exam by Chris Ferro, CPA. If you're looking for information about how to pass this challenging exam, you've come to the right place.
A Primer About Clearing & Settlements
This article provides information about the clearing and settlement process in the U.S. financial markets. If you're looking for information about how transactions are settled on Wall Street and in the financial markets, you've come to the right place. This is an interview with Ronnie Eng, an analyst and rising CFA at a major U.S. financial institution. Page 2.
How to Boost Your Career with Financial...
Earning professional designations can help increase your earnings as a financial professional.
How to Attract Women Clients
Women are becoming a growing niche market for financial professionals. In order to attract and retain women clients, financial advisers must understand their needs and position themselves to take advantage of this underserved market.
Bond Options, Swaps and Swaptions
Interest rate derivatives help clients to exchange cash flows with another customer. This is a sophisticated product with a lot of flexibility.
Financial Advisors of the Insurance Industry
Financial Planning Certifications and Designations for the Insurance Industry
CPA Exam: Tackle BEC Next
This article is part of a series about how to pass the CPA exam by Chris Ferro CPA. If you're looking for information about how to pass the AICPA CPA exam, you've come to the right place.
What Are Dark Pools?
This is an article about dark liquidity pools, also known as dark pools. If you're looking for information about dark pools and dark liquidity, you've come to the right place.
A Major International Banking Center
Miami, Florida's business outlook is positive for CPAs, financial advisors, financial analysts and wealth managers. Home to corporations, asset managers, hedge funds, private banks, and international financial institutions, Miami offers opportunity to financial professionals.
How to Become a Certified Divorce Financial...
With more than one million Americans divorcing each year, becoming a Certified Divorce Financial Analyst can be a smart move for your business.
Licensed International Financial Analyst (LIFA)
Licensed International Financial Analyst (LIFA) designation is considered competitive with the Chartered Financial Analyst designation. The International Research Association awards the designation after passing three study level examinations. Lower pass rates, according to IRA, will maintain the value of the designation.
Chartered Financial Analyst (CFA)
Chartered Financial Analysts possess the knowledge and training to analyze investments. Sell-side analysts work with investment banking and mediate conflicts-of-interest as part of their process. Buy-side analysts evaluate investments based upon their investment merit. Both sides of the street admire this credential and the value it represents to an employer organization.
Beyond Twitter: Financial Services Firms Use...
This is an article about how financial services firms are using mobile technology, apps, and proprietary platforms to attract new customers while maintaining an existing customer base. If you're looking for information about financial services firms and mobile technologies, you've come to the right place.
Certified Public Accountant (CPA)
Certified Public Accountants own one of the most respected designations within the wealth management universe. CPAs rule the field of taxation. Investors realize the necessity of keeping as much of what they earn as possible. CPAs remain in demand as wealth management professionals. CPA specialization remains on the rise.
MPT Portfolio Selection Markowitz 1952
Nobel Prize-winner Dr. Harry Markowitz's original paper, " Portfolio Selection ", was first published
5 Annuity Mistakes Your Clients Should Avoid
Annuities are complex financial instruments that clients may find confusing. Help educate them about their options with these helpful tips.
Companies Write Long-Term Options With Warrants
Learn about equity warrants as long-term options or financing vehicles.
Last-Minute Secrets of the CFA Level 1 Exam
Discover some last-minute exam strategies that can boost your score.
Beta Coefficient
Beta Coefficient. Financial Services.
Financial Accounting
Financial Accounting Glossary Term
Facebook Update Means Compliance Headache for...
Find out important information about how the Facebook Pages recommendations can affect your firm.
Insider Trading Regulations
This is an article about insider trading. If you're looking for information about the laws that define insiders of publicly traded companies' stock, you've come to the right place.
Obtain and Maintain Your PTIN
This is an article about how to be a competent tax return preparer. If you're looking for information about how to be considered a competent tax return preparer, you've come to the right place.
5 Traits of Top Financial Advisors
Use these tips to help make this year a great one for your practice.
Financial Risk Manager (FRM®)
Financial Risk Manager (FRM®)
Attest
Attest Function Glossary Term. Financial Services.
Variance
Variance Glossary Term. Financial Services.
Cleveland Business Outlook
Cleveland, Ohio has suffered economic decline for almost 20 years. More CPAs are needed in Cleveland and Cuyahoga County, Ohio.
Top Ten Employer Firms
Top Ten Employer Firms. Financial Services.
Fundamental Analysis
Fundamental Analysis Glossary Term
Professor Joe Ben Hoyle Answers EVEN MORE CPA...
This is an article about the AICPA CPA exam and questions on the exam. If you're looking for information about how to study for and pass the CPA exam, you've come to the right place.
How to Pass the CPA Exam: Part 2
This article is part of a series about how to pass the CPA exam. If you're looking for information about how to pass the CPA exam, you've come to the right place. Chris Ferro CPA informs readers about how to schedule, review, and prepare for the exam.
Sunbelt Opportunities For Financial Advisors
Tampa Bay, Florida continues to attract more residents. Whether building a business or in retirement, Tampa Bay needs financial advisors, wealth managers, CPAs and financial analysts.
Professor Joe Hoyle Answers Lots More CPA Exam...
This is an article about how to pass the AICPA CPA exam. If you're looking for answers about how to take and pass the CPA exam, you've come to the right place. Professor Joe Hoyle answers student questions about the CPA exam.
Broker-Dealer
Broker-Dealer Glossary Term. Financial Services.
Job Boards By Industry, Location and Niche
Job boards help candidates identify the market for employers. Job boards help candidates in a local market or within an industry niche.
Series 66
The Series 66 exam is required of financial professionals seeking to become investment advisors in the United States.
4 Ways to Increase Your 401(k) Business
As 401(k)s become more popular, financial advisers have a great opportunity to build their business through this growing market.
3 Advisor Compensation Trends to Watch
Financial services industry compensation is changing and financial advisors should stay on top of compensation trends to protect their profitability.
The Dow Gold Ratio
This is an article about the Dow Gold Ratio. If you're looking for information about the gold-to-market or Dow Gold Ratio, you've come to the right place.
More Job Boards
Susan M. Heathfield's post about job boards.
Straight Talk From a Top Financial Planner
This is an article about certified financial planners and how they work. If you're looking for information about how to become a financial planner or how to build a financial planning practice, you've come to the right place.
Multifamily or Family Offices
This is an article about multifamily or family offices. It is part of a hub article about the types of financial advisors.
Options Hedging Limits
Using options for hedging purposes concerns individual and institutional investors. Limits circumscribe the number of options contracts that an investor may own.
Debunking myths about quantitative easing
Are your clients confused about Federal Reserve Quantitative Easing? Here are some ways that you can reassure them and set their minds at ease.
Closely-Held Companies Securities Sales
This is an article about selling securities of a closely-held company. If you're looking for information about selling securities in a closely-held company, you've come to the right place.
Investment Theory
Investment Theory Glossary Term. Financial Services.
Preferred Stock
Preferred stock issuance provides companies with capital. A company's preferred stock may be owned by other corporations due to favorable tax treatment of these shares. Individuals may own preferred stocks because of price stability and higher than average dividend yields.
Grow Your Financial Services and Wealth...
This is an article about how to grow your financial services or wealth management practice during uncertain economic times. The financial markets tend to reward optimism over the long-term.
Guide Review of VisualCV.com
This article reviews VisualCV.com. If you're looking for more information about VisualCV.com, you've come to the right place. Readers learn more about the site's usefulness for developing business, clients, employees or new jobs. Job seekers search VisualCV's database to identify new employers and jobs.
How to Determine the Best Designation or...
How to determine the best financial career certification and designation.
Keep More Coupon Income With Tax Free Bonds
Municipal bonds help higher tax bracket investors earn more money. The coupon interest paid on municipal bonds is tax free, usually at the federal and state level. Some bonds, such as New York City municipal bonds, are triple tax free. No city, state or federal taxes are owed when residents of New York buy these issues. Advisors can help clients avoid pitfalls by selecting high quality municipal bonds and bond funds.
Book of Business
Book of Business Glossary Term. Financial Services.
Morgan Stanley Allows Chairman's Club Producers...
This is an article about how financial services firms are allowing financial advisors to use social networks like LinkedIn, Twitter, Facebook, AdvisorTLC, and others. If you're looking for information about financial advisors and social networks, you've come to the right place.
Changes Coming for Advisor Compensation
An increasing number of firms are moving away from traditional compensation structures and are prioritizing client satisfaction measures alongside production.
Generate Sales Leads for Free
Photo Credit: © Julesunlimited Grow your business by learning the lay of the land. If you work at a large
Legal Financial Advisors (Attorneys and J.D.s)
This article is part of a hub article about the types of financial advisors.
5 Marketing Mistakes Financial Advisors Make
Don't make these common financial services marketing errors.
CFA Essentials: What Financial Advisors Should...
The CFA charter is a great way to differentiate yourself from your competition and expand your knowledge.
3 Ways to Protect Yourself During Securities...
Do you want to know how to protect financial advisor from getting sued or being sent to securities arbitration?
Certified Hedge Fund Professional (CHP)
Certified Hedge Fund Professional (CHP)
Investment Consultants
This article is about investment consultants. It is a part of a hub article about the types of financial advisors.
Should You Hire More Support Staff?
Hiring additional staff can reduce your administrative burden but will add to your overhead. Here are some questions you can use to help determine when you actually need to hire new employees.
Serving the High-Anxiety Client
Become a trusted advisor by helping clients manage anxiety and navigate turbulent market conditions.
Why Hispanic Investors Are the Next Big Thing
Hispanic investors are a growing demographic that successful financial services firms are making a priority to serve.
3 Ways You Can Help Clients With Tax Deductions
Tax planning is an important area of financial planning. Help clients maximize their deductions with these tips.
5 Ways to Improve Your Website Marketing
Your website can be a valuable marketing tool. Here are some ways to achieve a better return on your marketing investment.
What Your Body Language Says About You as a...
Research shows that your body language affects your self perception as well as others' perception of you. Change your mindset and improve self confidence by changing your body language.
Asset Allocation
Asset Allocation Glossary Term. Financial Services.
North American Securities Administrators...
NASAA is an organization that regulates the Uniform Securities Act in the Unites States and other countries.
4 Common Errors You Might Be Making With Female...
Unconscious gender bias and mistakes in the way you treat women may be preventing you from forming important relationships with women clients.
Are TFPPs the Wave of the Future?
As advisory firms chase clients and work to increase scalability, technology platforms such as a Turnkey Financial Planning Programs (TFPPs) to expand their offerings.
Help Your Client Arrange a 401k Rollover
Assist your client in reviewing the steps needed to arrange a 401k rollover to an IRA account.
Securities Act of 1933
The Securities Act of 1933 regulates securities in the United States at the federal level.
Cypress Semiconductor Stock Buyback
Cypress Semiconductor announced a $600 million stock buyback. Stock buybacks reduce the number of shares. Earnings per share may increase more dramatically with a lower number of outstanding shares.
Chartered Property Casualty Underwriter...
Chartered Property Casualty Underwriter
Stock Market Indicators
Stock Market Indicators. Financial Services.
Presentations & Marketing for Financial...
Boost your prospecting activities and establish yourself as a financial expert with public speaking.
Do Your Clients Fear Outliving Their Assets?
Many Americans fear outliving their assets. Here's what financial professionals can do to help.
Estate Planning
Estate Planning Glossary Term. Financial Services.
How To Survive a Financial Advisor Layoff in...
This is an article about how to survive a financial advisor layoff in financial services. Not all broker-dealers, banks, insurance companies, financial planning firms, and wealth management companies suit all financial advisors. Take the pause, if you're laid off, to identify a firm that matches your vision of how to build a financial services practice and book of business. Some of the most successful financial advisors build a practice more slowly than an employer wishes.
Plan Your Financial Services Practice
Designations and Certifications. Financial Services.
How to Generate Even More Sales Leads
This article describes ways to generate sales leads for financial advisors.
Orlando's Employers Need Finance and Accounting...
Orlando, Florida needs accountants and tax advisors. Home to tourism, hospitality, and entertainment employers as well as research, aeronautics, and technology employers, the metropolitan area lost financial advisors during the 2008-2009 year.
March Article Roundup
It's been an interesting month for markets, what with the Ukrainian situation making investors nervous about their European holdings, and the Fed's tapering
Why Your Clients Are Waiting for Actual "Old...
This is an article about clients retirement age. If you're looking for information about why clients are retiring later, you've come to the right place.
Interest Rates and Inflation
This is an article about inflation and interest rates. If you're looking for information about inflation and interest rates, you've come to the right place.
Registered Investment Advisors (RIAs)
This article is about investment advisors. It is part of a hub article about types of financial advisors.
How Fee-Based Business Boosts Your Bottom Line
Fee-based business is growing and advisors are switching compensation modes to attract more affluent clients and increase revenue.
Private Banks and Bankers
This is an article about private banks and bankers. It is part of a hub article about the types of financial advisors.
5 Ways to Market Yourself During Tax Season
Tax season presents many opportunities to market your services while helping clients with their tax-related challenges.
How to Keep Former Clients in the Loop
Past clients can be great sources of referrals, feedback, and future business. If your relationship ended on a positive note, don't neglect this important audience.
Use Technology To Write Your Resume
Guide review of Resume Companion
How Small Business Wants to Help Employees Save...
This is an article about recent polls and surveys concerning the state of the United States's retirement crisis. If you're looking for information about retirement plans and the proposed SAVE Act, you've come to the right place.
Invest Now and Have More Fun Later
Financial advisors care for clients and may pay less attention to their own assets and investments. Take stock at year-end and plan for the future.
Trading Theory
Trading Theory Glossary Term. Financial Services.
3 Reasons Why the Hybrid RIA Model is Growing
Financial services firms are increasingly turning to the hybrid RIA model to gain the flexibility and benefits of commission-based and fee-based services.
3 Ways to Become a Financial Services Expert
Become a financial services expert by becoming a media darling, creating useful content, and establishing your credentials.
Webinar Marketing for Elite Advisors
Webinars are a great way to engage with clients and prospects, establish expertise and promote your financial services.
Certified Financial Planner Jobs
Certified Financial Planner Jobs

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