Fund of Funds

With the pain of the financial crisis still fresh among equity investors, the quest for uncorrelated asset classes remains strong. These alternative investments, considered safe havens by risk-averse investors, include commodities, real estate, frontier market securities, smart beta ETFs, and hedge funds. The inclusion of these segments diversifies an investment portfolio, reducing market risk. Some [...]

April 18th, 2017|

Elder Financial Abuse: A Cowardly Crime

Elder financial abuse is a despicable fraud that targets older members of our population. Often, these victims live alone, have diminished mental faculties, or are financially unsophisticated. This type of abuse is unfortunately all too common. A 2016 study by Allianz Life Insurance Company found that 37% of active care givers reported their client had [...]

April 16th, 2017|

Money Laundering Back in Focus

Corruption has certainly been at the forefront of media coverage over the last year. The release of the infamous ‘Panama Papers’ unleashed a treasure trove of information on global fraud facilitated by a shady Panamanian law firm. And other scandals such as the Brazilian ‘Car Wash’ Operation and 1MDB have also been uncovered. While these [...]

April 7th, 2017|

3 Finance Jobs to Watch in 2017

The surprise Trump victory in the Fall had people optimistic about the future of American jobs. While the general consensus is that a Trump administration will be positive for the banks because of deregulation, there is another side to that coin for some finance jobs. We think there may be some risks for three job areas [...]

March 30th, 2017|

3 Financial Designations Facing Headwinds

The stock market’s boom over the last few years is no secret, with many indexes continually making new all-time highs. But there is another boom occurring within the finance industry-the growth of professional designations and certifications. You can become ‘certified’, ‘chartered’ or ‘accredited’ in everything from life insurance and annuities to estate planning and fraud [...]

March 29th, 2017|

3 Worthy Financial Designations

We realize that the alphabet soup of financial designations can seem overwhelming. Distinguishing between valuable certifications and the more arcane offerings is becoming increasingly difficult. This is one reason many traditional financial firms still highly value the classic MBA. But some designations are useful, providing niche curriculum not heavily covered in Master’s programs. Here are [...]

March 25th, 2017|

Top 5 Reasons to work in Government Accounting

By Jessica Scheck, MBA Have you ever considered a career in government accounting?  Accountants have countless options when it comes to choosing a career path. Accounting graduates often contemplate working in the private or public sectors of accounting, but employment in government accounting also provides opportunity for a fulfilling career. This article presents the top [...]

March 24th, 2017|

Masters of Fraud: Andrew Caspersen

Andrew Caspersen: Fraud and Crime in Financial Careers ‘With great power comes great responsibility’. But sometimes that power is grossly abused. This is the case with the newest member of our Masters of Fraud series, Andrew Caspersen. A prominent banker, Caspersen concocted a bogus investment scheme that defrauded investors of $38 million.1 The total could [...]

March 20th, 2017|

3 Big Companies Actively Hiring MBAs

MBA finance jobs are notoriously competitive. Considering the high demand, employers can be picky with new hires. Recently, Wall Street and Corporate America have shown a willingness to hire, and pay up for, MBA graduates. These professionals have demonstrated the ambition to improve their careers while learning the necessary business skills for today’s financial jobs. [...]

March 8th, 2017|