Opinion

Displaying 2109 results
NEWS OPINION DEC 19, 2019
How proposals to tax more wages could boost Social Security benefits — or not

One possible way to improve the solvency of the Social Security system is to boost the amount of earnings subject to the payroll tax.

The danger of focusing on retirement plan participant outcomes
NEWS OPINION DEC 18, 2019
The danger of focusing on retirement plan participant outcomes

While some plan advisers talk about shifting their focus, few have changed their business models to reflect this new focus.

What the SECURE Act means for annuities
NEWS OPINION DEC 17, 2019
What the SECURE Act means for annuities

The SECURE Act has several provisions with a favorable impact on annuities. Find out what this legislation means for annuity providers and retirees

Making cybersecurity an adviser business opportunity
NEWS OPINION DEC 13, 2019
Making cybersecurity an adviser business opportunity

Advisers could become clients' first line of defense to keeping their financial lives safe

The greatest service we provide to clients
NEWS OPINION DEC 11, 2019
The greatest service we provide to clients

Where will investors turn for guidance during the next bear market?

Where does the SECURE Act stand?
NEWS OPINION DEC 11, 2019
Where does the SECURE Act stand?

The measure, which seems to have stalled in the Senate, would eliminate stretch IRAs for some beneficiaries.

Financial advisers are drowning in fintech choices
NEWS OPINION DEC 10, 2019
Financial advisers are drowning in fintech choices

Having too many tech options ends up hurting their businesses.

Making tech work for advisers
NEWS OPINION DEC 09, 2019
Making tech work for advisers

Panelists at InvestmentNews' Future of Financial Advice conference discussed competition and technology.

Reducing potential family conflicts
NEWS OPINION DEC 09, 2019
Reducing potential family conflicts

Even a close family can have quarrels during the estate planning process.

Timing matters when it comes to managing sequence-of-returns risk
NEWS OPINION DEC 06, 2019
Timing matters when it comes to managing sequence-of-returns risk

Losses and significant withdrawals early in retirement, after a market downturn, can have severe consequences for retirees.

What's the biggest risk for ESG investing? Ignoring it
NEWS OPINION DEC 05, 2019
What's the biggest risk for ESG investing? Ignoring it

Investment professionals and true believers gathered in New York to explore investment opportunities in this growing space

How to end a client relationship gracefully
NEWS OPINION DEC 05, 2019
How to end a client relationship gracefully

Here are ways to break the news constructively and communicate that you're looking out for your client's best interest

How advisers can help prevent elder bankruptcy
NEWS OPINION DEC 05, 2019
How advisers can help prevent elder bankruptcy

Advisers can use cutting-edge planning solutions to help seniors and their families avoid financial hardships.

Social Security's outdated rules
NEWS OPINION DEC 04, 2019
Social Security's outdated rules

Delayed claiming favors the wealthy, while taxes on benefits hurt middle-income recipients.

Client behavior is a better benchmark for measuring success
NEWS OPINION DEC 03, 2019
Client behavior is a better benchmark for measuring success

The most critical part of a financial plan is usually whether or not the client has done their part.

Schwab, Wells Fargo and Edward Jones praised for mobile apps
NEWS OPINION DEC 03, 2019
Schwab, Wells Fargo and Edward Jones praised for mobile apps

J.D. Power study found three firms with apps that score high with customers.

Commending Finra on its efforts to improve its exam program
NEWS OPINION DEC 02, 2019
Commending Finra on its efforts to improve its exam program

Regulator's actions can serve as a model for the SEC and others on incorporating industry feedback to improve regulatory programs

1,000 dead ETFs is cause for celebration
NEWS OPINION DEC 02, 2019
1,000 dead ETFs is cause for celebration

The high mortality rate shows the market is determining winners and losers based on merit.

Broker-dealers, asset managers using social media to connect with advisers
NEWS OPINION NOV 27, 2019
Broker-dealers, asset managers using social media to connect with advisers

Hybrid Kalos Financial is working to boost its presence among advisers with videos and posts on LinkedIn.

Doing our part to promote financial literacy
NEWS OPINION NOV 26, 2019
Doing our part to promote financial literacy

A lack of basic understanding has amounted to poor stewardship of personal finances in the U.S.