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Updated Articles and Resources

By Ada Lio

Updated Articles and Resources
  • Total Compensation of CEOs at Health Insurance Companies Created: Tuesday, January 18, 2011 Updated: Wednesday, July 09, 2014
    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.
  • Debt-to-Equity Swap Created: Wednesday, November 16, 2011 Updated: Wednesday, July 09, 2014
    This is the definition of the creation of a hybrid financial transaction known as debt-to-equity swap.
  • How to Study for the CPA Exam Created: Tuesday, July 12, 2011 Updated: Wednesday, July 09, 2014
    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.
  • How To Pass the CFA Level II Exam Created: Tuesday, May 31, 2011 Updated: Wednesday, July 09, 2014
    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.
  • Deduct Business and Medical-Related Mileage on Your Tax Return Created: Tuesday, March 08, 2011 Updated: Wednesday, July 09, 2014
    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.
  • What Are Dark Pools? Created: Tuesday, May 10, 2011 Updated: Tuesday, July 01, 2014
    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."
  • 5 Prospecting Ideas for Financial Advisers Created: Monday, April 29, 2013 Updated: Thursday, June 12, 2014
    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." itemprop="description" Friday, May 31, 2013 Updated: Thursday, June 12, 2014
    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.
  • Tackle FAR First on the CPA Exam Created: Tuesday, July 19, 2011 Updated: Wednesday, June 11, 2014
    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." itemprop="descriP='t3'" --> itemprop="des...
  • How To Prepare For the CFA Level I Exam Created: Tuesday, May 31, 2011 Updated: Friday, June 06, 2014
    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." itemprop="d="$zTP='t3'" --> itemprop...
  • Can you Deduct CFA or CFP Expenses on Your Taxes? Created: Saturday, November 30, 2013 Updated: Wednesday, April 16, 2014
    Determine whether your CFA or CFP exam expenses are tax deductible.
  • What Your Body Language Says About You as a Financial Advisor Created: Monday, March 31, 2014 Updated: Wednesday, April 02, 2014
    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.
  • 4 Common Errors You Might Be Making With Female Clients Created: Monday, March 31, 2014 Updated: Wednesday, April 02, 2014
    Unconscious gender bias and mistakes in the way you treat women may be preventing you from forming important relationships with women clients.
  • 4 Ways to Create Amazing Events for Wealthy Clients Created: Monday, March 31, 2014 Updated: Wednesday, April 02, 2014
    Events are a great way to deepen client relationships and spend valuable time with hot prospects. Here's how to create events that will amaze wealthy and ultra-wealthy investors.
  • 5 Ways to Market Yourself During Tax Season Created: Monday, March 31, 2014 Updated: Wednesday, April 02, 2014
    Tax season presents many opportunities to market your services while helping clients with their tax-related challenges.
  • Use Technology To Write Your Resume Created: Monday, February 07, 2011 Updated: Monday, March 31, 2014
    Guide review of Resume Companion
  • Securities Exchange Act of 1934 Created: Thursday, March 07, 2013 Updated: Monday, March 31, 2014
    The Securities Exchange Act of 1934 regulates securities trading on the secondary market in the United States.
  • Securities Act of 1933 Created: Thursday, March 07, 2013 Updated: Monday, March 31, 2014
    The Securities Act of 1933 regulates securities in the United States at the federal level.
  • Use the Power of the Stock Market to Grow Retirement Savings Created: Tuesday, December 20, 2011 Updated: Monday, March 31, 2014
    This is an article about retirement planning. If you're looking for information about how to invest for retirement, keep reading." itemprop="description"><...
  • Obtain and Maintain Your PTIN Created: Monday, March 28, 2011 Updated: Monday, March 31, 2014
    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."
  • Closely-Held Companies Securities Sales Created: Monday, March 21, 2011 Updated: Monday, March 31, 2014
    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."
  • How To Avoid An IRS Tax Audit Created: Monday, March 14, 2011 Updated: Monday, March 31, 2014
    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."
  • Insider Trading Regulations Created: Monday, March 14, 2011 Updated: Monday, March 31, 2014
    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."
  • Job Boards By Industry, Location and Niche Created: Thursday, December 09, 2010 Updated: Monday, March 31, 2014
    Job boards help candidates identify the market for employers. Job boards help candidates in a local market or within an industry niche." itemprop="description" Thursday, December 09, 2010 Updated: Monday, March 31, 2014
    Susan M. Heathfield's post about job boards." itemprop="description">
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  • Focused Social Networking Created: Thursday, December 09, 2010 Updated: Monday, March 31, 2014
    Social network sites help job seekers identify companies, jobs, recruiters, and related information. The Cleared Network enables recruiters and job seekers to work together."
  • 5 Ways Financial Advisors Can Improve Their Email Marketing Campaigns Created: Thursday, March 07, 2013 Updated: Tuesday, March 04, 2014
    How financial professionals can improve email marketing campaigns online
  • Should You Hire More Support Staff? Created: Friday, May 31, 2013 Updated: Tuesday, March 04, 2014
    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.
  • Decoding the SEC Social Media Guidance Update Created: Monday, April 29, 2013 Updated: Tuesday, March 04, 2014
    Staying on top of the changing regulatory landscape is critical to avoiding expensive audits and fines. The SEC recently updated its social media policies, clarifying which types of social media communications do not need to be filed with regulators.
  • How to Segment Your Clients Created: Thursday, March 07, 2013 Updated: Tuesday, March 04, 2014
    Segmenting your book of clients is a great way to improve service, profitability and grow your bottom line.
  • Changes Coming for Advisor Compensation Created: Saturday, August 31, 2013 Updated: Tuesday, March 04, 2014
    An increasing number of firms are moving away from traditional compensation structures and are prioritizing client satisfaction measures alongside production.
  • How to Become a Certified Divorce Financial Analyst Created: Sunday, June 30, 2013 Updated: Tuesday, March 04, 2014
    With more than one million Americans divorcing each year, becoming a Certified Divorce Financial Analyst can be a smart move for your business.

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