Opinion

Displaying 2109 results
Dividend cuts shouldn't worry investors
NEWS OPINION APR 08, 2020
Dividend cuts shouldn't worry investors

A look at how other recent downturns played out suggests the fears about dividends are overdone

In times of uncertainty, knowledge is king
NEWS OPINION APR 08, 2020
In times of uncertainty, knowledge is king

Having a strong grasp of macroeconomic policies, and their implications for the health of the economy, will better prepare advisers for the current crisis and those going forward

Why marketing really matters now
NEWS OPINION APR 07, 2020
Why marketing really matters now

The safest way to sustain your business in volatile times is aggressive promotion of the services your clients value most

Steadiness stands out in times of disruption
NEWS OPINION APR 06, 2020
Steadiness stands out in times of disruption

Although the pandemic's human toll and its toll on the markets are not yet clear, advisers must be prepared to address their clients’ concerns

Seniors face increased risk for financial exploitation associated with COVID-19
NEWS OPINION APR 06, 2020
Seniors face increased risk for financial exploitation associated with COVID-19

The efforts to limit personal interactions in response to the virus may exacerbate another scourge: Elder fraud

Current crisis could damage retirement security in long run
NEWS OPINION APR 04, 2020
Current crisis could damage retirement security in long run

Markets and the economy seem to be conspiring to shrink nest eggs

By The Numbers: COVID-19 and ESG
NEWS OPINION APR 04, 2020
By The Numbers: COVID-19 and ESG

What advisers should be saying to clients during this black swan event
NEWS OPINION APR 03, 2020
What advisers should be saying to clients during this black swan event

Major market downturns give financial advisers an opportunity to show their clients the value of their expertise and advice

What firms need to know about M&A in today's landscape
NEWS OPINION APR 03, 2020
What firms need to know about M&A in today's landscape

While the factors driving deals remain the same, the uncertainty could affect the number of deals near-term, and there's been a shift in the balance of negotiating power

How will smaller firms move forward in such a demanding era?
NEWS OPINION APR 02, 2020
How will smaller firms move forward in such a demanding era?

Large RIAs will have a much easier time navigating the crisis caused by the coronavirus, providing another impetus for M&A

How the COVID-19 crisis is affecting 401(k) sales
NEWS OPINION APR 01, 2020
How the COVID-19 crisis is affecting 401(k) sales

Amid the pandemic, many plan advisers are focusing more on customer service, and the shift to working with clients remotely is likely to accelerate

Pandemic makes improving financial literacy more important than ever
NEWS OPINION MAR 31, 2020
Pandemic makes improving financial literacy more important than ever

The many Americans who lack enough savings for retirement or are burdened with debt create a significant opportunity to attract clients

The virus we're not containing
NEWS OPINION MAR 27, 2020
The virus we're not containing

Conflicts of interest are a threat, but some regulators don't seem to see the need to restrain them

Use a nonfinancial emergency fund amid coronavirus
NEWS OPINION MAR 27, 2020
Use a nonfinancial emergency fund amid coronavirus

Help your clients — and yourself — stay mentally and physically strong during these stressful and isolating times

How contagious illness planning differs from business continuity planning
NEWS OPINION MAR 26, 2020
How contagious illness planning differs from business continuity planning

Unlike other business disruptions, contagious illness is not likely to be resolved quickly and it can come in waves across multiple locations

An update for our Morning 5 readers
NEWS OPINION MAR 25, 2020
An update for our Morning 5 readers

Effective Monday, InvestmentNews will be consolidating our IN Daily and Morning 5 newsletters

Recession could hit Social Security financial outlook
NEWS OPINION MAR 25, 2020
Recession could hit Social Security financial outlook

The likelihood that people will file for benefits sooner amid a downturn and the possible decline in payroll tax revenue could put pressure on the Social Security trust fund

10 fastest-growing IBDs
NEWS OPINION MAR 24, 2020
10 fastest-growing IBDs

The independent broker-dealers that posted the biggest growth in 2019

What RIAs need to do when coronavirus keeps changing the rules
NEWS OPINION MAR 24, 2020
What RIAs need to do when coronavirus keeps changing the rules

A step-by-step account of how Allworth outfitted itself against a novel virus

Scams targeting seniors are incorporating COVID-19 concerns
NEWS OPINION MAR 24, 2020
Scams targeting seniors are incorporating COVID-19 concerns

The SEC and Finra have posted warnings about frauds that play off the pandemic