Opinion

Displaying 2102 results
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

RIA M&A could pick up in the wake of coronavirus
NEWS OPINION APR 24, 2020
RIA M&A could pick up in the wake of coronavirus

The market downturn may have hurt some valuations, but many of the other factors that have been fueling deal-making are still in place

The CARES Act: Relief for retirement plan participants
NEWS OPINION APR 22, 2020
The CARES Act: Relief for retirement plan participants

Plan sponsors will need to amend their plans to cover the CARES Act changes that they decide to implement

Advisers should look before leaping into stimulus debt programs
NEWS OPINION APR 22, 2020
Advisers should look before leaping into stimulus debt programs

Unless it's a matter of business survival, the strings attached to the loans might prove even more costly

Coaching clients through fear
NEWS OPINION APR 21, 2020
Coaching clients through fear

You can now make a long-term difference in the lives of your clients if you know how to recognize and minimize the effects of emotion on judgment

Managing risk in retirement: Lessons from COVID-19
NEWS OPINION APR 21, 2020
Managing risk in retirement: Lessons from COVID-19

The coronavirus is throwing a wrench in many Americans' financial plans, but advisers can help keep investors on track

Now’s the best time to teach kids to invest
NEWS OPINION APR 21, 2020
Now’s the best time to teach kids to invest

Look for coachable moments, opportunities that pop up in the flow of ordinary life

Five ways advisers can support small-business owner clients
NEWS OPINION APR 20, 2020
Five ways advisers can support small-business owner clients

Advisers can offer value beyond financial topics by helping business owners steer their firms through the pandemic