Opinion

Displaying 2102 results
Tax planning moves to end the year right
NEWS OPINION NOV 19, 2020
Tax planning moves to end the year right

Here are some strategies for clients eager to lock in tax-efficient financial decisions before year-end

Congress must set aside differences and put savers first
NEWS OPINION NOV 18, 2020
Congress must set aside differences and put savers first

Legislation that helps people build their nest eggs is more necessary than ever, given the retirement savings of U.S. workers are still far from where they should be

The latest in financial #AdviserTech — November 2020
NEWS OPINION NOV 18, 2020
The latest in financial #AdviserTech — November 2020

The big news and underlying trends emerging in the world of technology solutions for financial advisers

7 reasons donor-advised funds can be a good place for impact investing
NEWS OPINION NOV 17, 2020
7 reasons donor-advised funds can be a good place for impact investing

DAFs can help investors surmount various barriers that discourage them from getting started with investments seeking social and environmental returns

Business and mastering the four freedoms
NEWS OPINION NOV 17, 2020
Business and mastering the four freedoms

As you consider each new endeavor, think about how it will affect four types of freedom

Proven techniques to plan for a great 2021
NEWS OPINION NOV 16, 2020
Proven techniques to plan for a great 2021

If you want to grow your business, establishing a weekly planning ritual is a great place to start

Why technology is crucial for RIAs focused on M&A
NEWS OPINION NOV 12, 2020
Why technology is crucial for RIAs focused on M&A

A wealth management technology offering that helps RIAs reinforce and expand their value propositions is something prospective M&A partners find attractive

Biden administration needs to consider climate change at every turn
NEWS OPINION NOV 11, 2020
Biden administration needs to consider climate change at every turn

Biden should prioritize climate when he picks the EPA, FERC and transportation chiefs, as well as other cabinet positions

How to assess a firm’s culture in a time of virtual due diligence
NEWS OPINION NOV 11, 2020
How to assess a firm’s culture in a time of virtual due diligence

11 questions advisers can ask to unlock what is often an intangible yet important aspect of their assessment of a firm

Want to attract clients? Think beyond COVID-19 boundaries
NEWS OPINION NOV 10, 2020
Want to attract clients? Think beyond COVID-19 boundaries

Absent face-to-face meetings, how can advisers reach new prospects?

Deferred income annuities are more than just a risk management tool right now
NEWS OPINION NOV 09, 2020
Deferred income annuities are more than just a risk management tool right now

In the current interest rate environment, income annuities find themselves in the unique position of being a competitive investment tool

Election of Kamala Harris shows representation matters
NEWS OPINION NOV 09, 2020
Election of Kamala Harris shows representation matters

Rianka Dorsainvil celebrating the VP-elect's firsts and remembering her own

DOL’s ESG rule an instance of America’s divide
NEWS OPINION NOV 09, 2020
DOL’s ESG rule an instance of America’s divide

It appears unlikely a Biden administration would be able to overturn the rule

Hiring to achieve strategic growth
NEWS OPINION NOV 04, 2020
Hiring to achieve strategic growth

To get bigger, you’ve got to have a clear vision of what your firm will need

Add historical context to risk profile questionnaires
NEWS OPINION NOV 03, 2020
Add historical context to risk profile questionnaires

The questionnaires lack vital context, and the allocations clients are slotted into don't mean what they once did

Retirement saving is hard even for people who can afford it
NEWS OPINION NOV 02, 2020
Retirement saving is hard even for people who can afford it

The voluntary nature of defined-contribution plans creates room for some common psychological blind spots to get in the way of saving

Building your firm without bugging friends and family
NEWS OPINION NOV 02, 2020
Building your firm without bugging friends and family

When I started out, I had a policy that I would not work with any family, friends or neighbors

COVID-19 has proven the crucial role of financial advisers
NEWS OPINION OCT 29, 2020
COVID-19 has proven the crucial role of financial advisers

The support financial advisers have provided to clients has expanded substantially during the pandemic

Is Waddell & Reed making a comeback?
NEWS OPINION OCT 29, 2020
Is Waddell & Reed making a comeback?

Despite rumors of a takeover, the firm is back to growing its adviser roster

Estate tax strategies heading into the election
NEWS OPINION OCT 29, 2020
Estate tax strategies heading into the election

A new administration could mean estate tax changes happen sooner than expected