Opinion

Displaying 2109 results
RBG gave women the keys to financial security and freedom
NEWS OPINION SEP 22, 2020
RBG gave women the keys to financial security and freedom

Ginsburg fought for women to have equal access to financial tools like credit cards and mortgages

What type of seller are you?
NEWS OPINION SEP 22, 2020
What type of seller are you?

Firm owners considering a sale should think about which category they fit into as they consider what to do next

The new face of wealth advice: It's personalized
NEWS OPINION SEP 21, 2020
The new face of wealth advice: It's personalized

Technology is the key to delivering the recommendations and services each client wants

From shoulder pads to financial advisers -- how the NFL Players  Association protects its members from fraudsters
NEWS OPINION SEP 16, 2020
From shoulder pads to financial advisers -- how the NFL Players Association protects its members from fraudsters

Roughly 2,000 NFL players need the extra layer of financial protection the union's adviser program provides

Strengthen diversity and inclusion by adjusting the hiring process
NEWS OPINION SEP 16, 2020
Strengthen diversity and inclusion by adjusting the hiring process

During interviews, a candidate's true aptitude could be obscured by cultural differences or behavioral norms

Retirement advisory firms must adapt or face attrition
NEWS OPINION SEP 15, 2020
Retirement advisory firms must adapt or face attrition

National aggregators are forcing independents to act

Look again: Your annual goals are still within reach
NEWS OPINION SEP 14, 2020
Look again: Your annual goals are still within reach

As fall begins, take time to revisit your business plan for the year and figure out what needs to get done and who can do it

How our response to the pandemic created a better normal
NEWS OPINION SEP 09, 2020
How our response to the pandemic created a better normal

Robust communication encouraged our clients to continue with their investment strategies

An open letter to Corporate America: I can't feel my pain
NEWS OPINION SEP 08, 2020
An open letter to Corporate America: I can't feel my pain

Northern Trust executive Shundrawn Thomas reflects on the state of race relations in the workplace, and in his heart

Why ROI is the wrong metric for guaranteed income
NEWS OPINION SEP 03, 2020
Why ROI is the wrong metric for guaranteed income

Comparing annuities to traditional assets and focusing on rates of return undermines the value they provide

Why the 'when' matters in prospecting during a pandemic
NEWS OPINION SEP 01, 2020
Why the 'when' matters in prospecting during a pandemic

A seemingly appropriate conversation at the wrong time can be a painful combination

Why 2020 is a good year to give
NEWS OPINION AUG 28, 2020
Why 2020 is a good year to give

Existing tax laws, the CARES Act, and election year uncertainty make it wise to be generous now in support of extraordinary needs

Reaching the next generation of investors via ESG
NEWS OPINION AUG 28, 2020
Reaching the next generation of investors via ESG

Given the growing interest in ESG, rules and regulations that seek to restrict ESG investments are short-sighted and ultimately negatively impact investors

Helping clients navigate the fixed-income storm
NEWS OPINION AUG 26, 2020
Helping clients navigate the fixed-income storm

With yields at historic lows, the ability of fixed income to deliver on its storied value proposition as a portfolio ballast in times of stress is challenged

8 steps to creating racial justice portfolios
NEWS OPINION AUG 25, 2020
8 steps to creating racial justice portfolios

Interest in investing for equity and inclusion is growing, and yet most clients don't know where to start

Looking for uncorrelated returns? Consider reinsurance
NEWS OPINION AUG 25, 2020
Looking for uncorrelated returns? Consider reinsurance

The market for insurance-linked securities totals close to $100 billion and has expanded beyond catastrophe bonds to include collateralized reinsurance contracts

Asset-based fee models are 'lazy' — and flawed
NEWS OPINION AUG 24, 2020
Asset-based fee models are 'lazy' — and flawed

Most advisers don't know what their time is worth, according to research from Bob Veres of Inside Information

The latest in financial #AdviserTech — August 2020
NEWS OPINION AUG 24, 2020
The latest in financial #AdviserTech — August 2020

We look at the big news, announcements and underlying trends in the world of technology solutions for financial advisers and wealth management!

COVID-19 emphasizes importance of succession plans
NEWS OPINION AUG 24, 2020
COVID-19 emphasizes importance of succession plans

The pandemic has moved the issue to center stage for leaders of RIAs and multifamily offices

Advisers can shine a light on the darkness of 2020
NEWS OPINION AUG 23, 2020
Advisers can shine a light on the darkness of 2020

Financial advisers are ideally situated to help clients talk through the unforeseen challenges a global pandemic brings