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Mark Kolakowski

Updated Articles and Resources

By Mark Kolakowski

    Updated Articles and Resources
    • Bloomberg Aptitude Test (BAT) Created: Monday, April 14, 2014 Updated: Monday, April 14, 2014
      The Bloomberg Aptitude Test (BAT) is growing in recognition, opening doors to entry level jobs in finance and business. Here are the basic facts.
    • Accredited Investor or Qualified Investor Created: Thursday, April 10, 2014 Updated: Friday, April 11, 2014
      Some types of investments are available, by law and regulation, only to those called accredited investors or qualified investors, as explained here.
    • Why Financial Services Careers? Created: Friday, January 04, 2008 Updated: Friday, April 11, 2014
      Leading reasons why financial services careers are an attractive option for ambitious people who look to get ahead quickly and enjoy a high earning potential.
    • CGMA Created: Sunday, July 08, 2012 Updated: Thursday, April 10, 2014
      The CGMA is a new designation that is supposed to indicate experience in management accounting." itemprop="description"> Sunday, July 01, 2012 Updated: Thursday, April 10, 2014
      BrokerCheck is an online public database maintained by FINRA for the benefit of the investing public. It contains background information on brokers, including qualifications and compliance issues."...
    • Series 63 Created: Thursday, June 07, 2012 Updated: Thursday, April 10, 2014
      The Series 63 exam demonstrates knowledge about state securities laws and regulations. Most states require financial advisors and investment advisors to hold this qualification."
    • Rating Agency Conflicts of Interest Created: Sunday, May 13, 2012 Updated: Thursday, April 10, 2014
      Rating agencies have been targets for reform because their business model is beset by conflicts of interest." itemprop="description"> Monday, May 07, 2012 Updated: Thursday, April 10, 2014
      In choosing among job offers or potential employers, there are a number of crucial considerations. Here is a case study in the process." itemprop="description" Thursday, October 20, 2011 Updated: Thursday, April 10, 2014
      Financial skills and experience not only provide a close fit with important functions within the nonprofit sector, but also are quite transferable. Moreover, there are many indications that employm...
    • Public Finance Created: Monday, October 10, 2011 Updated: Thursday, April 10, 2014
      Public finance encompasses both financial management in government entities and the raising of funds to support their activities. The field includes a number of financial career specialities and is...
    • Innovation in Finance Created: Monday, September 19, 2011 Updated: Thursday, April 10, 2014
      Innovative, creative and cutting edge thinking tends to encouraged and rewarded both within the financial services industry, and in the financial function. Research indicates how individuals and co...
    • Developing Public Speaking Skills Created: Tuesday, September 13, 2011 Updated: Thursday, April 10, 2014
      The image of financial professionals as strictly numbers people is false. Advancement within many sectors of the financial services industry and the financial discipline also require excellent comm...
    • How To Disagree With The Boss Created: Monday, April 18, 2011 Updated: Thursday, April 10, 2014
      When you disagree with the boss, airing your opinions requires a certain amount of finesse and political savvy. Read on for advice on doing so properly, to avoid negative consequences."
    • Securities Arbitration Created: Thursday, April 30, 2009 Updated: Thursday, April 10, 2014
      Preventing securities arbitration claims are a major impetus for the rules and monitoring that compliance departments impose upon financial advisors and other sales staff." Monday, October 27, 2008 Updated: Thursday, April 10, 2014
      Charles Schwab is a pioneering discount brokerage firm based in San Francisco. It remains a leader in the field, and has added additional service lines plus a branch office network."
    • Risk Management Created: Monday, September 15, 2008 Updated: Thursday, April 10, 2014
      The importance of the risk management function is growing in tandem with the complexity of the financial system. Get the basics here on risk manager careers." itemprop="des$zTP='t3'" --> itemprop="...
    • A.M. Best Created: Thursday, August 14, 2008 Updated: Thursday, April 10, 2014
      A.M. Best has been rating insurance companies since 1899, and is a respected source of information on the industry. It recently has expanded modestly abroad, and into rating smaller banks and healt...
    • Securities Underwriting Created: Tuesday, March 11, 2008 Updated: Thursday, April 10, 2014
      Securities underwriting is one of the primary functions and principal career paths within investment banking. Here is some important background information on this special field."
    • Investment Banker Created: Wednesday, February 06, 2008 Updated: Thursday, April 10, 2014
      An introduction to the types of work and industry trends in investment banking. The field ranges from securities issuance to mergers and acquisitions to business advisory services."
    • Paralysis by Analysis Created: Wednesday, July 11, 2012 Updated: Thursday, April 10, 2014
      Paralysis by analysis is a popular synonym for excessive analysis that delays decisions far beyond what is reasonable." itemprop="description">> Tuesday, April 22, 2008 Updated: Thursday, April 10, 2014
      Statement consolidators combine account data from multiple financial services firms into a single, comprehensive statement for the client. They also offer analytics and money saving suggestions."
    • Securities Trader Created: Wednesday, February 06, 2008 Updated: Thursday, April 10, 2014
      Securities traders pursue a fast paced and often highly paying career at the center of the securities markets." itemprop="description">> Monday, March 03, 2008 Updated: Wednesday, April 09, 2014
      Financial assets, also known as investable assets, are a normal measure of wealth for both individuals and households.
    • Morgan Stanley Reserved Loyalty Program Created: Monday, April 07, 2014 Updated: Monday, April 07, 2014
      The Morgan Stanley Reserved loyalty program includes special services that many leading financial services firms offer to their wealthiest clients.
    • Credit Suisse Created: Monday, November 24, 2008 Updated: Saturday, April 05, 2014
      Credit Suisse is a major international banking firm. In the U.S. it offers private banking, asset management and investment banking." itemprop="description"> Friday, April 04, 2014 Updated: Friday, April 04, 2014
      The adoption of cloud computing in finance is being slowed by regulatory and compliance concerns, which proponents claim are overblown.
    • Goldman Sachs Junior Analyst Program Created: Saturday, October 13, 2012 Updated: Thursday, April 03, 2014
      The Goldman Sachs junior analyst program has been a ticket to a lucrative Wall Street career in investment banking. Faced with cutbacks in the program, prospective applicants are concerned."
    • Merrill Lynch Principles Created: Saturday, July 10, 2010 Updated: Tuesday, April 01, 2014
      The Merrill Lynch Principles are a model summary of company values and a condensed guide for professional conduct. They reflected the corporate culture at the time of formulation.
    • Responsible Citizenship in Financial Services Created: Tuesday, April 01, 2014 Updated: Tuesday, April 01, 2014
      How serious is a firm about being a responsible corporate citizen and promoting a similar attitude among its employees? Here are examples.
    • Integrity in Financial Services Created: Tuesday, April 01, 2014 Updated: Tuesday, April 01, 2014
      What value does an employer place on integrity? If you have high ethical standards, this is a key question. Here is a model presentation on the topic.
    • Teamwork in Financial Services Created: Tuesday, April 01, 2014 Updated: Tuesday, April 01, 2014
      Teamwork is essential to success, both individual and corporate, in financial services. Here is a model discourse on the topic, from a leading firm.
    • Client Focus in Financial Services Created: Tuesday, April 01, 2014 Updated: Tuesday, April 01, 2014
      Client focus in financial services goes beyond legal and regulatory rules and requirements. Instead, it represents a key facet of firm culture.

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