Opinion

Displaying 2109 results
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

More must be done to bolster Americans' retirement savings
NEWS OPINION APR 19, 2020
More must be done to bolster Americans' retirement savings

Tens of millions of people who just lost their jobs may need to tap into their 401(k) accounts to make ends meet

COVID-19 response reinforces value of sustainable investing
NEWS OPINION APR 17, 2020
COVID-19 response reinforces value of sustainable investing

Pandemic sharpening the focus on how companies manage ESG risks

Four ways advisers can help clients find opportunities amid market volatility
NEWS OPINION APR 17, 2020
Four ways advisers can help clients find opportunities amid market volatility

Annual exclusion gifting, borrowing from life insurance policies and refinancing business loans are among the strategies that might prove useful currently for high-net-worth clients

Morgan Stanley sees wealthy sticking with cash
NEWS OPINION APR 17, 2020
Morgan Stanley sees wealthy sticking with cash

The wirehouse's clients have been shifting from stocks into cash or cash equivalents

Low rates topple cash yields for robo-advised clients
NEWS OPINION APR 16, 2020
Low rates topple cash yields for robo-advised clients

Digital wealth managers may be forced to reinvent themselves in light of the recent stock market downturn

Cash-value life insurance provides a safe harbor in the current storm
NEWS OPINION APR 16, 2020
Cash-value life insurance provides a safe harbor in the current storm

When equity markets are up and the economy is running smoothly, it’s easy to overlook the value of the downside protection you get from investing in life insurance

What’s the future for retirement plan adviser M&A?
NEWS OPINION APR 15, 2020
What’s the future for retirement plan adviser M&A?

Valuations might have peaked in the wake of the COVID-19 pandemic, but deals are still happening

10 predictions for financial advisers in a post-crisis world
NEWS OPINION APR 15, 2020
10 predictions for financial advisers in a post-crisis world

In an industry where widespread change is already underway, there’s a wave of evolution ahead —much of it for the better

Thank goodness we diversified
NEWS OPINION APR 15, 2020
Thank goodness we diversified

Our merger with private equity finances our expansion and strengthens our infrastructure, while allowing us to run the firm the way we always have

How firms can increase diversity and inclusion
NEWS OPINION APR 14, 2020
How firms can increase diversity and inclusion

It’s a broad topic to tackle, and firms may find the challenge lies in knowing where to start

Deadly virus shows advisers need their own backup plan
NEWS OPINION APR 13, 2020
Deadly virus shows advisers need their own backup plan

When a partner in an advisory firm dies without a plan, it can wreak havoc on the business for years to come

Why 401(k) fees are a mystery
NEWS OPINION APR 09, 2020
Why 401(k) fees are a mystery

Despite fee-disclosure requirements passed a decade ago, it's not easy for participants to figure out how much they're being charged

Effective leadership during COVID-19
NEWS OPINION APR 09, 2020
Effective leadership during COVID-19

In a crisis, when you cannot possibly know all of the facts, input from those you lead is even more important