Opinion

Displaying 2109 results
Pandemic means changes for advisers' firms and their clients
NEWS OPINION MAY 10, 2020
Pandemic means changes for advisers' firms and their clients

Advisers are likely to face many discomforting discussions as the new economic and market reality unfolds

Communicating what’s really important
NEWS OPINION MAY 07, 2020
Communicating what’s really important

Far too often, advisers think that communicating means they need to do the talking; instead, they need to do the listening

Teach your clients to manage their cash flow
NEWS OPINION MAY 07, 2020
Teach your clients to manage their cash flow

Helping them understand when their choices will affect their long-term plans is the surest way to help them reach their goals

Will an uptick in tech adoption during COVID-19 mean a cutback in staff?
NEWS OPINION MAY 06, 2020
Will an uptick in tech adoption during COVID-19 mean a cutback in staff?

As advisory firms become more comfortable with using digital tools, new tech could make some jobs obsolete

Young advisers face their first major downturn
NEWS OPINION MAY 05, 2020
Young advisers face their first major downturn

The stress involved in working with clients in the current environment is considerable, and firm culture and support are key factors

Thinking through what the advice industry will look like after the pandemic
NEWS OPINION MAY 05, 2020
Thinking through what the advice industry will look like after the pandemic

Next-gen advisers need to consider how they'll differentiate themselves and attract clients if digital interactions with clients become more common

Rethinking client engagement to seize the day
NEWS OPINION MAY 04, 2020
Rethinking client engagement to seize the day

Begin with a mindset that’s open to opportunity

Advisers should be able to use the pass-through deduction
NEWS OPINION MAY 04, 2020
Advisers should be able to use the pass-through deduction

Amid the unprecedented economic disruption, independent contractor financial advisers are among the small business owners adversely impacted

Restore the tax deduction for advisory fees
NEWS OPINION MAY 04, 2020
Restore the tax deduction for advisory fees

During these challenging times, it is more important than ever that we protect and expand access to financial advice

Take care of yourself so you can better care for your clients
NEWS OPINION MAY 03, 2020
Take care of yourself so you can better care for your clients

Advisers contend with the very same financial and emotional strains amid the historic economic downturn

Stock traders should heed the lessons of the 1930s
NEWS OPINION MAY 01, 2020
Stock traders should heed the lessons of the 1930s

Last month's rebound in equities is likely to be just a blip in a longer-term market decline

You probably haven’t heard of this annuity
NEWS OPINION APR 30, 2020
You probably haven’t heard of this annuity

The Pension Protection Act allows 1035 exchanges from an existing nonqualified annuity into a long-term care qualified annuity

Pandemic highlights importance of estate planning
NEWS OPINION APR 30, 2020
Pandemic highlights importance of estate planning

The current environment may increase clients' interest in establishing estate plans and getting all the necessary documents in place

How COVID-19 will destroy small firms
NEWS OPINION APR 29, 2020
How COVID-19 will destroy small firms

As the pandemic eliminates in-person meetings, advisory firms will need capital to shift to a fully remote experience

Staying social at a distance: The next normal
NEWS OPINION APR 28, 2020
Staying social at a distance: The next normal

Embracing virtual technology can be freeing, rather than being limiting

The Great Reset: How COVID-19 has changed us and our role as advisers
NEWS OPINION APR 28, 2020
The Great Reset: How COVID-19 has changed us and our role as advisers

It's safe to assume that amid this crisis, your clients are rethinking their priorities

Interest in emergency savings accounts likely to grow post-COVID-19
NEWS OPINION APR 28, 2020
Interest in emergency savings accounts likely to grow post-COVID-19

Plan participants' lack of savings is increasing their reliance on loans and distributions from DC plans

Best Places to Work: Five HR policies that help top firms stand out
NEWS OPINION APR 27, 2020
Best Places to Work: Five HR policies that help top firms stand out

Salary and benefits are important, but the Best Places to Work gain their edge by fostering work-life balance

To succeed tomorrow, build  a new workplace today
NEWS OPINION APR 26, 2020
To succeed tomorrow, build a new workplace today

Prepare a workplace that permits employees to succeed under any circumstance

What's the point of an ETF that goes off script?
NEWS OPINION APR 24, 2020
What's the point of an ETF that goes off script?

When fund managers rejigger their methodology, investors don't know how to calculate returns