Tuesday, June 9, 2015

What Google's Shift to Mobile Means to Advisors

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June 9, 2015

In This Week's Issue

Professional Education FAQs

What Google's Shift to Mobile Means to Advisors How can I protect my business from my spouse during a high net worth divorce?
Advisors: Avoid these Common Mistakes What is the difference between fee-based advisors and commission-based advisors?
Can You Ace Our Professionals Quiz? What is private wealth management?
Why Retirement Planning Differs for Women Why are fee-based accounts preferred by many high net worth individuals (HNWI)?
The 10 Best Cities for Financial Advisors What is the difference between fee-only advisors and fee-based advisors?


What Google's Shift to Mobile Means to Advisors

Search engines provide a great source of traffic and leads for financial advisors savvy enough to develop effective landing pages...

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Advisors: Avoid these Common Mistakes

Independent financial advisors have a lot of details to manage. So it's not surprising that they sometimes let certain tasks...

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Can You Ace Our Professionals Quiz?


A 7-year, 6% coupon callable bond is currently trading at 96.25. The result of a backward induction valuation model indicates that if yields were to increase by 25 basis points, the new fair value of the bond would fall to 94.80. On the other hand, if the yields were to decrease by 25 basis points, the new fair value of the bond would rise to 96.98. Which of the following would best estimate the effective convexity of this bond?

A) -598
B) -342
C) 342
D) 264
Answer Now


Finance Careers


Why Retirement Planning Differs for Women

Men may be from Mars and women from Venus, but it turns out they are not so different when it comes to wanting to...

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The 10 Best Cities for Financial Advisors

Financial advisors are among the highest paid professionals. There's a proliferation of research supporting continuing growth...

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Finance Education


The Top 3 Financial Advisor Credentials

Have you ever wondered about the alphabet soup of letters following a financial advisor's name? There are more than 100 different financial advisor...

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The 15 Fastest-Growing RIAs

Registered investment advisors have been growing their businesses steadily over the last couple years. In the current bull market environment...

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FREE CFA Online Study Guides

Chartered Financial Analyst (CFA®) Level I
Chartered Financial Analyst (CFA®) Level II
Chartered Financial Analyst (CFA®) Level III

FREE FINRA Online Study Guides

Series 6 - Mutual Fund and Annuity Representative
Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent State Law
Series 65 - Uniform Investment Advisor Law Examination
Series 66 - Uniform Combined State Law

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