Opinion

Displaying 2102 results
Inflation nudges retirement plan participants to adopt healthy habits
NEWS OPINION AUG 31, 2022
Inflation nudges retirement plan participants to adopt healthy habits

While the current economy is causing uncertainty and jitters, it’s also encouraging participants to act more like institutional investors.

Succession planning isn't driving all M&A
NEWS OPINION AUG 30, 2022
Succession planning isn't driving all M&A

The economics are attractive right now, and many advisers see a better future for virtually everyone involved if they join forces with a larger firm.

Is the housing market in trouble or poised for more gains?
NEWS OPINION AUG 30, 2022
Is the housing market in trouble or poised for more gains?

With the guidance of a well-informed financial professional, homeowners and investors can potentially tap into the value of their homes and be in a stronger liquidity position as the economy recovers.

Income alternatives for individual investors
NEWS OPINION AUG 24, 2022
Income alternatives for individual investors

The inflation pressures that have emerged make it challenging to invest in fixed income, but there are possible solutions.

Mastering the use of social media for client prospecting
NEWS OPINION AUG 24, 2022
Mastering the use of social media for client prospecting

Financial professionals can reach a broader group of prospects — of all ages and in all locations — on their social media channels with fewer mechanics involved than planning an in-person event.

'Wait, you can do that?' 3 of the biggest eye-openers for breakaways
NEWS OPINION AUG 22, 2022
'Wait, you can do that?' 3 of the biggest eye-openers for breakaways

Here are some of the things about working as an independent adviser that may surprise those who've made the jump from a wirehouse.

Coming to a firm near you: An optimized digital wealth experience
NEWS OPINION AUG 17, 2022
Coming to a firm near you: An optimized digital wealth experience

Firms are constrained by legacy technology stacks, and it's not easy for them to pivot and deliver the connected digital wealth experience their advisers want.

Maximize your firm's value by leveraging a next-gen adviser
NEWS OPINION AUG 16, 2022
Maximize your firm's value by leveraging a next-gen adviser

Whether you oversee a large enterprise or you’re a one-person shop, the more completely you can replace yourself prior to the start of negotiations, the better terms you’ll receive.

Retirement isn't a one-size-fits-all journey
NEWS OPINION AUG 10, 2022
Retirement isn't a one-size-fits-all journey

There are four distinct stages in the new retirement journey, and each offers advisers opportunities to help clients reflect on what they need to do to live comfortably throughout retirement.

Outsourcing can increase firms' scale and efficiency
NEWS OPINION AUG 09, 2022
Outsourcing can increase firms' scale and efficiency

Wise advisers are exploring options to offload tasks that aren't a high-value activity for them or duties that they don't particularly enjoy.

Why a down market won't deter advisers from switching firms
NEWS OPINION AUG 08, 2022
Why a down market won't deter advisers from switching firms

Advisers today are financial 'life coaches' who need to feel they're in the right place at the right time to build the kind of effective relationships that are at the core of their practice.

M&A deal structures have changed dramatically amid the bear market
NEWS OPINION AUG 02, 2022
M&A deal structures have changed dramatically amid the bear market

Dozens of transactions are still being completed every month despite the markets' slide, but they're being structured differently.

Policymakers should tailor regulations for small businesses
NEWS OPINION AUG 02, 2022
Policymakers should tailor regulations for small businesses

The SEC's proposed cybersecurity rule is an example of a one-size-fits-all regulation that would significantly affect smaller firms.

Using the Great Resignation to drive gender diversity in the industry
NEWS OPINION AUG 01, 2022
Using the Great Resignation to drive gender diversity in the industry

There's a growing pool of women seeking second careers who come from sectors including education and nursing, professions that create skills perfectly suited for wealth management.

5 wealth management trends to pay close attention to
NEWS OPINION JUL 26, 2022
5 wealth management trends to pay close attention to

If you’re hoping to capitalize on new opportunities and remain ahead of the curve, it’s crucial to stay on top of current industry trends.

Pushing to bolster retirement readiness with SECURE 2.0
NEWS OPINION JUL 25, 2022
Pushing to bolster retirement readiness with SECURE 2.0

The legislation is a necessary step to ensure that more and more Americans can live comfortably once they stop working.

Soothing client concerns about their investments during mergers
NEWS OPINION JUL 22, 2022
Soothing client concerns about their investments during mergers

Let's face it, virtually no two firms have the precise same offerings. However, the partnership can work if the firms have complementary investment philosophies.

Is this the death of 60/40?
NEWS OPINION JUL 20, 2022
Is this the death of 60/40?

So far this year, the 60/40 portfolio has posted its worst performance in over 60 years, as both stocks and bonds sold off.

Help business owner clients protect their greatest asset: Their people
NEWS OPINION JUL 19, 2022
Help business owner clients protect their greatest asset: Their people

As more and more workers quit their jobs, advisers can help business clients understand the risks associated with losing talent.

Compliance meets Slack and Zoom
NEWS OPINION JUL 13, 2022
Compliance meets Slack and Zoom

As collaboration platforms replace email as the primary form of internal communications, firms must take the necessary steps to protect themselves and their employees.