Opinion

Displaying 2102 results
Top advisers know which clients are worth keeping, and which to let go
NEWS OPINION NOV 15, 2019
Top advisers know which clients are worth keeping, and which to let go

Although most advisers are hesitant to let go of any revenue, three-quarters say they have ended a relationship with a client.

Women in developing nations need impact investing
NEWS OPINION NOV 15, 2019
Women in developing nations need impact investing

And impact investing needs them.

Regulators can do more to protect vulnerable, senior investors
NEWS OPINION NOV 14, 2019
Regulators can do more to protect vulnerable, senior investors

Ongoing support must be committed to continuously enhance protection and fraud detection.

2 financial principles that show whether clients are ready to invest
NEWS OPINION NOV 13, 2019
2 financial principles that show whether clients are ready to invest

There are a couple of requirements clients should meet before they start picking stocks.

Digital moneyball
NEWS OPINION NOV 12, 2019
Digital moneyball

7 habits of a successful digital executive

Aided by tech, opportunities abound in the retirement plan market
NEWS OPINION NOV 11, 2019
Aided by tech, opportunities abound in the retirement plan market

The opportunities are not without challenges, however

Guiding clients through the Medicare maze
NEWS OPINION NOV 11, 2019
Guiding clients through the Medicare maze

Working with independent health insurance brokers can save time, money.

Medicare premium increase and IRMAA surcharges announced for 2020
NEWS OPINION NOV 11, 2019
Medicare premium increase and IRMAA surcharges announced for 2020

Is massive consolidation in the 401(k) record-keeping industry inevitable?
NEWS OPINION NOV 09, 2019
Is massive consolidation in the 401(k) record-keeping industry inevitable?

Conventional wisdom says yes, industry leaders say not so fast.

Blockchain offers benefits to retirement ecosystem
NEWS OPINION NOV 09, 2019
Blockchain offers benefits to retirement ecosystem

Technology promises to reduce millions of errors.

Employee wellness can pay dividends
NEWS OPINION NOV 09, 2019
Employee wellness can pay dividends

Talented workers will be attracted to and stay at firms that offer superior benefits

Being mindful about retirement
NEWS OPINION NOV 08, 2019
Being mindful about retirement

It's important for advisers to prepare themselves for retirement, rather than adopting a 'wait and see' attitude

NEWS OPINION OCT 31, 2019
Building an emotional connection can grow your business

Emotionally connected clients are more likely to make word-of-mouth referrals to their family and friends

Navigating the RIA ecosystem
NEWS OPINION OCT 31, 2019
Navigating the RIA ecosystem

Firms that maintain open architecture and touch points will endure and grow.

Robos built for advisers struggling to gain traction
NEWS OPINION OCT 30, 2019
Robos built for advisers struggling to gain traction

Only a small number of advisers are using these platforms.

Adding value during health insurance open enrollment
NEWS OPINION OCT 28, 2019
Adding value during health insurance open enrollment

Michael Policar carves out a niche helping clients navigate their health insurance plan options.

Fixed income is still a mystery to many investors
NEWS OPINION OCT 28, 2019
Fixed income is still a mystery to many investors

A survey shows many Americans admit to having little knowledge about various fixed-income securities and how to invest in them.

Healthy clients will avoid medical costs
NEWS OPINION OCT 26, 2019
Healthy clients will avoid medical costs

Kenneth Waltzer's top retirement strategy is to help his clients stay healthy.

NEWS OPINION OCT 25, 2019
Is it time for Ken Fisher to step down?

Crisis management experts say the company is still playing catch-up and bold actions are needed.

Is the 401(k) adviser M&A market about to cool down?
NEWS OPINION OCT 23, 2019
Is the 401(k) adviser M&A market about to cool down?

The market is hot, but the balance could shift if too many advisers seek a buyer.