Work With A Financial Professional – Why Not Go It Alone?

If you’re looking to improve your financial situation, whether it’s saving more now, investing more for the future, or gaining flexibility along the way, you have several choices.You can do it yourself, navigating the intricacies of investing and insuring yourself. You can ask a friend or family member (probably one who has always been “good […]

How This Financial Analyst Is Helping Young NBA Stars Make Their Money Right

Reggie Jackson believes the most important part of being a financial planner is communication. The 29-year-old is the senior vice president of Capital Advisors Consulting, a firm that works exclusively with the bank accounts of professional athletes, and during that time has supported a host of up-and-coming clients like the New Yorks Knicks. RJ Barrett, […]

Definition of Chartered Financial Analyst (CFA)

What is a Chartered Financial Analyst (CFA)? A Chartered Financial Analyst (CFA) is a globally recognized professional designation given by the CFA Institute (formerly AIMR (Association for Investment Management and Research)), which measures and certifies the competence and integrity of financial analysts. Applicants must pass three levels of exams covering areas such as accounting, economics, […]

Financial Analyst — Arrive Logistics

This role is responsible for monthly forecasting, annual budgeting, managing Adaptive Insights (our forecasting software), numerous ad-hoc analyses, KPI reports, data analysis and assistance with decision. Essential functions: Master budgeting, reporting, and managing Adaptive Insights. Provide recommendations on process improvements to improve transparency in financial reporting and analysis. Work collaboratively with the corporate accounting team […]

Talk to your financial professional about what’s keeping you awake at night

As the COVID-19 pandemic continues, the list of things that worry Americans continues to grow. And almost certainly, concerns about finances are at the top of many lists. Worries about day-to-day finances, as well as long-term planning and strategies for retirement are on the minds of many these days. The good news is that these […]

UK finance vacancies drop 60% in second quarter – data

LONDON (Reuters) – The volume of job vacancies in Britain’s financial sector fell 60% in the quarter ended at the end of June, according to data released on Wednesday, as the COVID-19 pandemic inflicted further injuries on a labor market already reeling from restructuring and Brexit. The latest Morgan McKinley Spring London Employment Monitor, which […]

UK finance vacancies drop 60% in second quarter – data

LONDON (Reuters) – The volume of job vacancies in Britain’s financial sector fell 60% in the quarter ended at the end of June, according to data released on Wednesday, as the COVID-19 pandemic inflicted further injuries on a labor market already reeling from restructuring and Brexit. The latest Morgan McKinley Spring London Employment Monitor, which […]

Be on your way to becoming a Certified Financial Analyst with this helpful $ 40 online prep course

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5 questions to ask before hiring a finance professional

You’ve saved, contributed to your employment savings plan, and even invested for your retirement, and now you’ve decided you need help. Or, more help. Or better help. Where to start ? There are countless financial professionals out there, referring to themselves by different titles, listing various licenses and affiliations, and offering awe-inspiring claims for peace […]

Investigation reveals financial situation of COVID-19 and impacts on employment of education workers

A new study sheds light on the feelings of public sector employees, including those in education and transportation, about the novel coronavirus pandemic and how it is affecting their jobs, financial well-being and safety. The Center for State & Local Government Excellence (SLGE) published: “Opinion of Public Sector Employees on Finances and Employment Outlook Due […]

Free 360 ​​employees while providing them with financial, professional, medical and emotional support

In a note to employees yesterday, Grab CEO and co-founder Anthony Tan announced that the company would lay off around 360 Grabbers (employees), or just under 5% of its workforce. Affected staff were notified by email yesterday at 1 p.m. with advice on next steps. Those who did not receive the email will keep their […]

4 steps to obtain financial analyst status in 2020

How to become a chartered financial analyst and join the ranks of CFAs like Bill Gross, the billionaire founder of PIMCO, and Howard Marks, member of the Forbes 400? The CFA charter qualification is the pinnacle for investment professionals and job opportunities are numerous, especially in companies high percentage CFA charter employees, such as Blackrock, […]

Career of the Century: Financial Analyst

If the previous century belonged to engineers, we can argue that the current one will be governed by financial professionals. We are talking about jobs and careers. Three decades ago, a finance degree meant chartered accountant or MCom; career choices would be accounting or auditing work. Today the scenario is different. While accounting and auditing […]

India speeds up recruitment of military veterans into administrative and financial positions

India is gaining momentum hiring veterans through administrative roles. The American multinationals – Goldman Sachs, Wells Fargo – respectively hired 41 and 17 veterans. According to the TOI report, India is expected to employ 150,000 ex-combatants. Drawing inspiration from the United States, India is accelerating the recruitment of veterans, creating a pool of jobs for […]

What is a Certified Divorce Financial Analyst?

By Maura Copsey For decades, the statistic that “50% of all marriages end in divorce” permeated American society. Today this trend has diminished a bit thanks to various factors, but divorce remains a very common and often complicated event, especially among older couples. For those making the decision to divorce, the financial aspects can be […]

Accenture acquires the financial professional services assets of Zafin

by Joe Panettieri • 12 dec. 2018 Accenture acquired professional services assets from Zafin, a financial services software provider. The search for talent is part of a larger strategic alliance between Accenture and Zafin that has surfaced today. Under the terms of the agreement: Selected Employees from Zafin’s Professional Services Business Join Accenture’s Global Financial […]

10 reasons why it’s best to work with a financial professional

It is important to know the financial planning process, changes in tax laws and the business cycle. That’s why you hire an advisor. (Photo: Shutterstock ( Everyone wants to cut out the middleman and buy straight from the source. It can get very scary for finance professionals. Who no longer uses a travel agency? (FYI: […]

Financial professional services could add £ 16bn in taxes by 2025

Paid professional service companies £ 15.5 billion in taxes last year. However, while that figure is already substantial, a new report claims the combined efforts of regulators, government and industry could enable the sector to deliver an additional £ 16bn to the UK economy by 2025. The UK is the world’s leading international financial center. […]

A day in the life of a financial analyst

Among the most rigorous, yet rewarding, career options in the financial services industry is that of a financial analyst. But what exactly does a financial analyst do on a daily basis? The answer to this question largely depends on the experience level of the analyst. Key points to remember Financial analysts can work long hours, […]

What types of positions can a chartered financial analyst hold?

The types of positions that a Chartered Financial Analyst (CFA) is likely to fill include any position that deals with large-scale wealth management, financial analysis, or complex accounting. According to the CFA Institute’s June 2019 Survey of Candidates for the Program, the top positions held by charter holders are: 16% are portfolio managers, 12% are […]

Career advice: financial analyst vs stock market analyst

Financial analyst vs equity analyst: an overview Young professionals who have a quantitative bent, skilled problem solvers, logical thinkers, and stay on top of the markets should consider a career as a financial analyst. Broadly speaking, financial analysts examine financial data to help companies make investment decisions. Some financial analysts work in-house and help their […]

Financial analyst vs accountant: what’s the difference?

An overview There are plenty of jobs in the business world for those who enjoy analysis and numbers, two of the most common being the financial analyst and the accountant. While there is some overlap between these two disciplines, they focus on different areas of money management. A financial analyst examines past and current trends […]

Financial analyst vs. Careers as a financial advisor

Financial analysts vs financial consultants: an overview At first glance, financial analysts and financial consultants perform very similar tasks. Both act as financial, economic, and investment experts, and both help other professionals make more informed financial decisions. Dig a little deeper, though, and you’ll find that analysts and consultants focus on different things and enjoy […]

Financial analyst or financial adviser?

Financial advisors (most often spelled “advisors” in American English) and financial analysts perform essential but different functions in the field of market analysis. Financial advisors provide financial advice to their clients, help them save and build investment portfolios, and help others feel more confident and comfortable with their financial decisions. They are often employed by […]

Training and designation programs for financial analysts

There are many options to choose from when looking to improve your financial analysis skills or your resume. All over the United States (and even overseas) there are colleges, universities, and private organizations that offer a wide variety of programs to improve your skills. And while most of the offers are quite valuable, it usually […]

Financial analyst: career path and qualifications

Financial analysts produce financial plans, projections and analytical reports for use in the investment decisions of businesses, public and private organizations, and individuals. Depending on the type of analyst position, the tasks can vary considerably. Some financial analysts work in the securities industry analyzing stocks, bonds, and other securities for banks, brokerage houses, fund management […]

Career advice: financial analyst vs data analyst

Financial analyst vs data analyst: an overview If you’re a student or young professional with a knack for numbers, analysis, and a problem-solving expert, consider a career as a financial or data analyst. Financial analysts use financial data to spot trends and extrapolate into the future, helping their employers and clients make the best investment […]

Rutledge Financial Professional, Quality, Trusted advisors

Rutledge Financial Partners, LLC, has been in business at Matthews for three years. As a small and growing financial company, it is committed to helping clients with creative solutions to achieve their financial and retirement goals. The key is for your financial advisor to understand your risk tolerance, your time frame, your horizons, and your […]

“A financial professional of Indian origin has died in a farce that has gone wrong in Portugal”

The 31-year-old was on a yacht with 13 friends at a bachelor party on the Tagus River in Lisbon. London: A UK-based Indian-born financial expert drowned after going overboard in a prank gone wrong on a singles river cruise he organized for his friend in Portugal, has learned a London court. Nishanthan Gnanathas, who witnessed […]

Local Advisor Selected as Top Financial Professional by Industry Publication

Sam and Laurie Cione It was obvious to us that Sam places a high value on quality relationship building and this is the kind of person we like to feature in our post. Daniel Williams, Senior Market Advisor Leawood, KS (PRWEB) December 22, 2009 Sam Cione of Integrity Wealth Management Insurance, of Sarasota, Fla., Was […]

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