Opinion

Displaying 2102 results
Why advisers should go all in on niche markets
NEWS OPINION OCT 19, 2022
Why advisers should go all in on niche markets

Such a move can be the rocket fuel to grow a meaningful practice with long-term growth potential and a recession-proof business model.

How is a household like a hedge fund?
NEWS OPINION OCT 17, 2022
How is a household like a hedge fund?

While hedge funds are aware of how leverage and low liquidity can pull them into deep markets, advisers need to keep in mind how this risk dynamic can play out within households.

Creative deal structures keep M&A volume high, but for how long?
NEWS OPINION OCT 14, 2022
Creative deal structures keep M&A volume high, but for how long?

Fundamental rationales for mergers and acquisitions remain strong, but deal details reflect current market realities.

The road to loyalty is paved with exceptional customer experiences
NEWS OPINION OCT 12, 2022
The road to loyalty is paved with exceptional customer experiences

Go beyond customer satisfaction — satisfied customers don't drive ROI and profitability the way that a raving fan does.

Reimagining wealth through my mother's eyes
NEWS OPINION OCT 12, 2022
Reimagining wealth through my mother's eyes

Many Hispanics are choosing to start their own businesses, and financial advisers can help those business owners realize their goals.

5 client personas advisers need to know to build wallet share
NEWS OPINION OCT 05, 2022
5 client personas advisers need to know to build wallet share

It's important for advisers to understand how the emotions of clients can dictate whether and when they'll give you more assets to manage.

Life insurance can be a valuable asset for seniors battling inflation
NEWS OPINION OCT 05, 2022
Life insurance can be a valuable asset for seniors battling inflation

Selling life insurance policies can help retirees meet expenses, but such transactions, known as life settlements, are overlooked by the financial planning world.

Figuring out the tax impact on clients' portfolios
NEWS OPINION OCT 04, 2022
Figuring out the tax impact on clients' portfolios

Taxes can create a significant drag on the value of a portfolio, so here are the things you should be looking for in a client's tax documents.

The opportunity presented by middle-class millionaires
NEWS OPINION SEP 28, 2022
The opportunity presented by middle-class millionaires

Instead of pursuing ultra-high-net-worth clients, more advisers should target the largest group in need of wealth management advice in America.

Recharging your brain with a sabbatical
NEWS OPINION SEP 28, 2022
Recharging your brain with a sabbatical

Sometimes employees need an exodus from the professional grind that will give them some rest and time for fresh thinking, and even allow them to fulfill pursuits that have nothing to do with work.

How to help small-business-owner clients get started with their exit plan
NEWS OPINION SEP 22, 2022
How to help small-business-owner clients get started with their exit plan

Many owners of small firms don't plan their exit properly — or at all. Here are things advisers should keep in mind to help business-owner clients make plans.

3 reasons advisers should take millennials more seriously
NEWS OPINION SEP 21, 2022
3 reasons advisers should take millennials more seriously

Millennials — those born between 1981 and 1997 — trail far behind older generations, with only 5% of the country's wealth. But they're starting to come into their own.

Enhancing tax alpha on a multi-account UMA platform
NEWS OPINION SEP 21, 2022
Enhancing tax alpha on a multi-account UMA platform

Adding a tax overlay to multiple unified managed accounts lets advisers generate tax alpha through APIs that identify and recommend tax-smart trades and sales.

The decline of internal succession in the age of integrators and aggregators
NEWS OPINION SEP 14, 2022
The decline of internal succession in the age of integrators and aggregators

Remember that almost any carefully developed plan is going to be better for your family, employees and clients than to have no plan in place at all.

Market risk: The glass is looking half empty
NEWS OPINION SEP 14, 2022
Market risk: The glass is looking half empty

The risk going forward is a lot higher than it has been in the recent past.

How women advisers can create white space for new ideas
NEWS OPINION SEP 12, 2022
How women advisers can create white space for new ideas

Staying busy may seem like the path to success, but without time to reflect, advisers could be using their time and energy on the wrong things.

Big change is coming for 401(k)s
NEWS OPINION SEP 06, 2022
Big change is coming for 401(k)s

The move to provide guaranteed lifetime income products in defined-contribution plans will transform retirement planning.

Has ESG investing lost its halo?
NEWS OPINION SEP 06, 2022
Has ESG investing lost its halo?

Amid allegations of greenwashing and political efforts to move state funds away from ESG mandates, there's been increasing skepticism about this method of investing.

How to make the most out of video calls
NEWS OPINION SEP 02, 2022
How to make the most out of video calls

If you’re one of the many advisers thinking about making this practice a regular occurrence, make sure the experience is both high quality and compliant.

5 questions advisers should ask to make SEC audits as seamless as possible
NEWS OPINION SEP 01, 2022
5 questions advisers should ask to make SEC audits as seamless as possible

By using a proactive approach, firms not only save time and minimize risk, but they also instill confidence into their team from the top down.