Opinion

Displaying 2109 results
5 secrets of savvy philanthropists
NEWS OPINION DEC 20, 2022
5 secrets of savvy philanthropists

Here’s a look at strategies that today’s advisers are using to enhance the charitable giving of their clients and their foundations.

Blow by compliance while the competition dithers
NEWS OPINION DEC 20, 2022
Blow by compliance while the competition dithers

Instead of viewing compliance as an obstacle, look at it as an opportunity to create messages that reach, influence and persuade more people than ever to pay you to build their wealth.

Leading with intention, compassion creates a firm that attracts quality talent
NEWS OPINION DEC 20, 2022
Leading with intention, compassion creates a firm that attracts quality talent

When advisers are focused on the activities they enjoy, flexing their best skill set, they will win and be happy while doing it.

Advisory firm valuations are dropping
NEWS OPINION DEC 14, 2022
Advisory firm valuations are dropping

Falling markets are cutting firms' revenue tied to AUM at the same time rising interest rates are making it more expensive for buyers to finance deals.

Build capacity by pruning clients
NEWS OPINION DEC 13, 2022
Build capacity by pruning clients

Advisers need to create an ‘ideal client’ description, grade their clients and eliminate those who aren't the right fit.

5 retirement planning resolutions for advisers in 2023
NEWS OPINION DEC 12, 2022
5 retirement planning resolutions for advisers in 2023

The new year presents an opportunity for advisers to encourage clients to focus on key retirement priorities.

3 ways you can attract next-gen advisers
NEWS OPINION DEC 07, 2022
3 ways you can attract next-gen advisers

Finding younger advisers to join your firm isn’t easy, but it’s well worth the investment of your time and energy.

3 new phishing attacks that will catch advisers off-guard
NEWS OPINION DEC 07, 2022
3 new phishing attacks that will catch advisers off-guard

As more advisers work remotely and turn to messaging apps and social media to communicate, they’re exposing themselves to a higher risk of exploitation through impersonated and hijacked accounts.

Implementing direct indexing using sector ETFs
NEWS OPINION NOV 30, 2022
Implementing direct indexing using sector ETFs

It can be hard to keep direct-index portfolios from 'drifting' from their benchmark index as stocks are swapped in and out.

4 keys to preparing your firm for a transaction
NEWS OPINION NOV 30, 2022
4 keys to preparing your firm for a transaction

Even if you have no plans to sell, taking these steps will mean you're running a better business.

Aspiring next-gen advisers crave inspiration
NEWS OPINION NOV 30, 2022
Aspiring next-gen advisers crave inspiration

Next Gen advisers want to know that their investment in their careers is also an investment in others, and in the world.

How do you keep client risk tolerance stable as markets gyrate?
NEWS OPINION NOV 23, 2022
How do you keep client risk tolerance stable as markets gyrate?

Counterintuitively, advisers can instill a sense of calm in clients and attract new clients to the firm by inviting a risk-focused conversation into the room.

Post-Roe environment calls for finesse and wisdom from advisers
NEWS OPINION NOV 21, 2022
Post-Roe environment calls for finesse and wisdom from advisers

The Dobbs decision threatens uncertainty for many of our clients but it also can bring out our professional best when we help them craft the safeguards they deserve.

One woman’s vision to empower women clients transcends tragedy
NEWS OPINION NOV 21, 2022
One woman’s vision to empower women clients transcends tragedy

The Lucy Shair Foundation for Women in Finance seeks to reduce the gender gap by neutralizing one barrier to establishing a firm of one’s own: lack of seed capital.

First-generation women crave personal investment to spark vision 
NEWS OPINION NOV 21, 2022
First-generation women crave personal investment to spark vision 

It is imperative that we not let women miss out on a profession that can provide purpose, financial stability and a path towards a balanced life.

What recent anti-ESG rhetoric gets wrong
NEWS OPINION NOV 17, 2022
What recent anti-ESG rhetoric gets wrong

In navigating the debate about environmental, social and governance investing, it's valuable to separate well-founded criticisms from misguided cynicism.

3 ways advisers can get the most out of hybrid work
NEWS OPINION NOV 11, 2022
3 ways advisers can get the most out of hybrid work

Regardless of whether you connect with clients in person or virtually, the fundamentals of establishing relationships and building trust remain the same.

How to give gifts that will delight clients
NEWS OPINION NOV 10, 2022
How to give gifts that will delight clients

Consider skipping the classic fruit basket, and think of new, memorable ways to wow clients this holiday season.

How to identify the best annuity income options
NEWS OPINION NOV 10, 2022
How to identify the best annuity income options

There's increasing interest in employing annuities in retirement plans, but plan sponsors need to review the products carefully.

Establishing expectations for clients is key
NEWS OPINION NOV 09, 2022
Establishing expectations for clients is key

If advisers don't set expectations when they first meet with clients, clients will create their own, and odds are they'll be disappointed.