Opinion

Displaying 2109 results
OK, fellow Boomers, let’s talk about the future
NEWS OPINION MAR 03, 2020
OK, fellow Boomers, let’s talk about the future

The importance of inter-generational partnerships in wealth management

FSI's top advocacy priorities in 2020
NEWS OPINION MAR 03, 2020
FSI's top advocacy priorities in 2020

The tax treatment of financial services and reducing burdens on advisers' business entities are among the items FSI will be focusing on this year

Empathy can help advisers succeed with clients
NEWS OPINION FEB 28, 2020
Empathy can help advisers succeed with clients

Why many women aren't seeking advice

The latest in financial adviser fintech — February 2019
NEWS OPINION FEB 26, 2020
The latest in financial adviser fintech — February 2019

This month's edition kicks off with the big announcement that Visa is acquiring Plaid for a whopping $5.3B

Empathy is at the center of FPA  advocacy in 2020
NEWS OPINION FEB 25, 2020
Empathy is at the center of FPA advocacy in 2020

The organization's efforts range from state fiduciary measures to the SEC's proposed changes to its advertising rules

Close the insurance loophole for disgraced brokers
NEWS OPINION FEB 23, 2020
Close the insurance loophole for disgraced brokers

The fact that salespeople barred by one regulator can continue to get a green light from another is confounding

By the Numbers: International Investing
NEWS OPINION FEB 21, 2020
By the Numbers: International Investing

Why should advisers remind clients that they can't only focus on U.S. investing?

Navigating the gray zone
NEWS OPINION FEB 20, 2020
Navigating the gray zone

What to do when best practices for running your business don’t align with your personal values

Franklin exits fund purgatory with Legg Mason deal
NEWS OPINION FEB 18, 2020
Franklin exits fund purgatory with Legg Mason deal

The acquisition will double Franklin's assets, which hadn't grown in the last 18 months

3 reasons I sold a majority stake in my firm
NEWS OPINION FEB 18, 2020
3 reasons I sold a majority stake in my firm

Now that I'm part of a larger organization, 95% of my workweek is spent doing what I’m best at: growing the firm

How advisers can attract top talent
NEWS OPINION FEB 11, 2020
How advisers can attract top talent

The quality of your employees determines the strength of your business, so here are some tips for identifying the best hires

Cybersecurity rules can create compliance challenges
NEWS OPINION FEB 10, 2020
Cybersecurity rules can create compliance challenges

National standards would be preferable to a patchwork of state-by-state rules when it comes to dealing with rapidly evolving cyberthreats

Let’s do the right thing for Massachusetts’ savers
NEWS OPINION FEB 05, 2020
Let’s do the right thing for Massachusetts’ savers

The proposed regulation that aims to protect investors would end up increasing pressure on the state's working families

This is us
NEWS OPINION FEB 05, 2020
This is us

Financial wellness is coming of age — and we’re all on the journey together

Stop being so digital
NEWS OPINION FEB 04, 2020
Stop being so digital

Your clients have hired you because they want a personal relationship

Bond funds aim to win over the green-curious, not purists
NEWS OPINION FEB 04, 2020
Bond funds aim to win over the green-curious, not purists

Big fixed-income managers pit their ESG portfolios against a broad set of competitors

Are advisers making the grade when it comes to college savings?
NEWS OPINION FEB 03, 2020
Are advisers making the grade when it comes to college savings?

Many clients are making college savings mistakes and could use more help from their financial adviser

5 industry trends that could continue in the new decade
NEWS OPINION FEB 03, 2020
5 industry trends that could continue in the new decade

Many of last year's trends in the financial advice industry will be front and center again this year, including consolidation, fees and fiduciary regulation

Schwab’s Intelligent Income is an important advance, but only if all your money is at Schwab
NEWS OPINION JAN 29, 2020
Schwab’s Intelligent Income is an important advance, but only if all your money is at Schwab

Be on the lookout for more firms to offer income solutions that don’t require investors to sell assets at a large cost

Not ready to retire? Consider the sell-and-stay approach
NEWS OPINION JAN 29, 2020
Not ready to retire? Consider the sell-and-stay approach

If RIA founder/owners want to keep working but worry the red-hot M&A market will run out of steam, there's a third option