Opinion

Displaying 2109 results
Timing is crucial for Social Security earnings test
NEWS OPINION NOV 26, 2019
Timing is crucial for Social Security earnings test

Higher limits apply in the year a worker reaches full retirement age.

You'd better increase your service offerings, or else find partners who can help
NEWS OPINION NOV 26, 2019
You'd better increase your service offerings, or else find partners who can help

The days of charging 100 basis points for asset allocation and an annual portfolio review are over

Fall conferences shine light on the state of the profession
NEWS OPINION NOV 25, 2019
Fall conferences shine light on the state of the profession

Technology, fee compression and a sense of community were among the themes that kept surfacing

How to build your OSJ business and attract and retain advisers
NEWS OPINION NOV 25, 2019
How to build your OSJ business and attract and retain advisers

OSJs that offer business strategy tools that support advisers are well-positioned to tap into growth opportunity.

401(k) plans are an illusion
NEWS OPINION NOV 21, 2019
401(k) plans are an illusion

The participants are what matter, not the plan

Empowered female advisers can make a difference
NEWS OPINION NOV 19, 2019
Empowered female advisers can make a difference

Female advisers should champion their expertise.

What firms can do to attract women advisers
NEWS OPINION NOV 19, 2019
What firms can do to attract women advisers

Fewer women apply for jobs as financial advisers than men, but that shouldn't stop firms from trying to create more balance in their adviser ranks.

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