Opinion

Displaying 2102 results
Wealth management platforms as collaboration tools
NEWS OPINION DEC 14, 2021
Wealth management platforms as collaboration tools

The pandemic has sparked growth in collaboration tools, but for financial services firms, an enterprise-focused wealth management platform is an equally important part of solving the collaboration puzzle.

Going fee-only can be catalyst for growth
NEWS OPINION DEC 10, 2021
Going fee-only can be catalyst for growth

Factors driving the expansion in fee-only advisers include clients' and prospects' interest in having an adviser who's a fiduciary and advisers' interest in having a simpler story to tell clients.

Investors need to go beyond net-zero pledges
NEWS OPINION DEC 08, 2021
Investors need to go beyond net-zero pledges

Climate-focused investors shouldn't take corporate pledges at face value. Distant timelines, reliance on unproven carbon renewal technologies and an emphasis on the 'net' side of the equation are ways for companies to get a PR boost while avoiding the hard work of real emissions reduction.

How hackers will use killer data
NEWS OPINION DEC 07, 2021
How hackers will use killer data

Attacks against data integrity will be the next frontier in cyber warfare, and we need to be ready.

The most powerful financial motivator you’ve never heard of
NEWS OPINION DEC 06, 2021
The most powerful financial motivator you’ve never heard of

A client's mental time horizon — how far into the future they think about their finances — can affect how much they save and their overall financial health.

Behind the veils of direct indexing and ESG portfolio management
NEWS OPINION DEC 02, 2021
Behind the veils of direct indexing and ESG portfolio management

Building a positive impact portfolio involves the use of both negative and positive screens, as well as the consideration of trading issues and portfolio weighting.

The evolution of the advising business
NEWS OPINION NOV 30, 2021
The evolution of the advising business

The industry is consolidating amid an explosion in mergers and acquisitions.

Helping clients through black swan events
NEWS OPINION NOV 30, 2021
Helping clients through black swan events

Financial planners working with clients as they confront crises like the recent supply chain disruptions need to have a holistic view of planning, increase their own emotional intelligence and improve their communications skills.

The diverse parade of advisory clients
NEWS OPINION NOV 29, 2021
The diverse parade of advisory clients

What makes financial advisory work fun and interesting is how different the clients are, with different financial situations, needs and worries.

Keeping on top of compliance amid remote work
NEWS OPINION NOV 29, 2021
Keeping on top of compliance amid remote work

Many view firms' archiving and capture responsibilities as a costly and time-consuming burden, even though the possibilities provided by this treasure trove of information are massive.

5 ideas for holiday gifts for clients
NEWS OPINION NOV 22, 2021
5 ideas for holiday gifts for clients

Give things that are personal and positive. Personal demonstrates your thoughtfulness, and frankly, we all need as much positivity as we can get these days.

Retirement plans can advance race and gender equity
NEWS OPINION NOV 19, 2021
Retirement plans can advance race and gender equity

Many retirement plan sponsors are on record in support of addressing racial inequity, especially for those with a millennial workforce.

Adviser managed accounts gaining more momentum
NEWS OPINION NOV 17, 2021
Adviser managed accounts gaining more momentum

The ambition is not to simply offer a growth portfolio that keeps pace with a growth benchmark. On a much grander scale, AMA seeks to add “account alpha” through various advice levers for a participant’s goals.

A tale of two advisers, and why boldness wins
NEWS OPINION NOV 17, 2021
A tale of two advisers, and why boldness wins

To stand out in the sea of sameness, you need to be willing to be different.

Closing the financial literacy gap
NEWS OPINION NOV 17, 2021
Closing the financial literacy gap

Financial advisers are uniquely qualified to become a part of the solution to this crisis by helping to bridge the financial literacy gap.

Tips for developing a cybersecurity plan for your firm
NEWS OPINION NOV 15, 2021
Tips for developing a cybersecurity plan for your firm

As cybercriminals become bolder and more sophisticated in their efforts to hack into networks, it's more important than ever for your firm to have a comprehensive plan to protect its data.

Portfolio allocations: Is 70/30 the new 60/40?
NEWS OPINION NOV 15, 2021
Portfolio allocations: Is 70/30 the new 60/40?

With interest rates rising over the next several years as a result of stronger economic growth, higher inflation and Fed tapering, existing bond holdings will decline in price and overall return.

Want to improve your acquisition success rate?
NEWS OPINION NOV 15, 2021
Want to improve your acquisition success rate?

Successful advisory firms can act swiftly when an opportunity arises because they've already taken steps to position themselves to do so.

Investing in climate solutions
NEWS OPINION NOV 11, 2021
Investing in climate solutions

Companies that provide climate solutions are essentially businesses that drive or underpin substantial reductions in or the removal of greenhouse gas emissions.

Meeting the expectations of tomorrow’s savvy clients
NEWS OPINION NOV 09, 2021
Meeting the expectations of tomorrow’s savvy clients

If you're trying to grow, you need to be prepared to dramatically upgrade your service, including providing a first-rate digital experience and a greater range of services.