Opinion

Displaying 2102 results
Listening for the stories that drive client behavior
NEWS OPINION AUG 13, 2020
Listening for the stories that drive client behavior

Once we're conscious of the stories we’re working with, we’re in a better position to question, and if necessary, rewrite them

Financial planning profession making great strides to develop diversity
NEWS OPINION AUG 12, 2020
Financial planning profession making great strides to develop diversity

While the industry's efforts are admirable, there is still more that firms can do

The real risk of bonds
NEWS OPINION AUG 12, 2020
The real risk of bonds

Stretching for yield in this interest-rate environment is a recipe for disaster

When a spouse passes away
NEWS OPINION AUG 11, 2020
When a spouse passes away

Five key steps clients can take to move forward financially after losing a spouse

We can no longer settle for a ‘DMV’ portal experience
NEWS OPINION AUG 11, 2020
We can no longer settle for a ‘DMV’ portal experience

Use of advisory firm portals has risen 20% since the pandemic began

Face-to-face fades away
NEWS OPINION AUG 09, 2020
Face-to-face fades away

The shift to virtual may have been messy, but new ways of working and communicating have become the norm

Advisers, please stop calling everything AI
NEWS OPINION AUG 06, 2020
Advisers, please stop calling everything AI

The hype sometimes overshadows the actual returns on investment the technology is creating for financial advisers

Help your clients tackle college expenses
NEWS OPINION AUG 06, 2020
Help your clients tackle college expenses

Higher education is a source of worry for many parents, and one where advisers can provide assistance

Growing your firm for the future
NEWS OPINION AUG 05, 2020
Growing your firm for the future

Hiring young advisers and sending them out to hunt for new clients usually doesn't work well. Try hunting for new clients yourself

The role of cash in a portfolio
NEWS OPINION AUG 04, 2020
The role of cash in a portfolio

When markets turn volatile, cash provides clients with confidence that they can weather the storm

How fear stunts your growth and steals your time
NEWS OPINION AUG 04, 2020
How fear stunts your growth and steals your time

It's the invisible force holding us back from the more and better we want to be and achieve in our business and our lives

Managing the gap between intentions and actions in the new retirement
NEWS OPINION AUG 04, 2020
Managing the gap between intentions and actions in the new retirement

Advisers should work with their clients to build upon the four pillars of retirement

Potential legal pitfalls for advisers selling their firm
NEWS OPINION AUG 03, 2020
Potential legal pitfalls for advisers selling their firm

You think you're ready to choose a buyer, but there may be important deal elements that have not been addressed

Getting a handle on black swan events
NEWS OPINION JUL 31, 2020
Getting a handle on black swan events

Scenario analysis can do a better job of assessing market-rattling occurrences like COVID-19

Don’t look a gift horse in the mouth
NEWS OPINION JUL 30, 2020
Don’t look a gift horse in the mouth

The DOL's proposal on using ESG investments in retirement plans could remind advocates of sustainable finance of the work still to be done

How technology can help advisers boost their AUM
NEWS OPINION JUL 29, 2020
How technology can help advisers boost their AUM

Advisers can automate time-consuming back-office and administrative tasks, which can make their practices run more efficiently and profitably

Making an impact with financial literacy
NEWS OPINION JUL 29, 2020
Making an impact with financial literacy

Advisers should embrace their role as educators and teach clients about investing, debt, risk mitigation and budgeting

SEC, DOL take different approaches to regulating ESG investing
NEWS OPINION JUL 27, 2020
SEC, DOL take different approaches to regulating ESG investing

The DOL proposal likely would chill the use of socially responsible investments in retirement accounts; the SEC focuses on disclosure

Making use of momentum
NEWS OPINION JUL 27, 2020
Making use of momentum

As the face of our profession continues to change, only those most adaptable to change will thrive

UBS' private bank closure raises questions for elite advisers
NEWS OPINION JUL 24, 2020
UBS' private bank closure raises questions for elite advisers

Compensation and control over the client relationship are two key issues surrounding the shutdown