Opinion

Displaying 2102 results
NEWS OPINION OCT 03, 2019
We'll just keep the wolf; hold the sheep's clothing

The SEC offers no evidence investors will benefit from Reg BI beyond vague, unsupported assertions

NEWS OPINION OCT 03, 2019
Enhanced Performance Metrics for RIAs: A Comprehensive Guide

Hindsight is 20/20, but it doesn't tell you much about the future

Passive investing hasn't taken over the world
NEWS OPINION OCT 01, 2019
Passive investing hasn't taken over the world

Mutual funds and ETFs have a high public profile, but they are only a small part of the investing universe.

Taxes are one thing – not the 'only' thing
NEWS OPINION SEP 27, 2019
Taxes are one thing – not the 'only' thing

Focus on after-tax returns and take advantage of tax-efficient structures when available.

NEWS OPINION SEP 26, 2019
4 ways to build a team that believes in making an impact

Establishing an impact-driven culture creates more room for individual and team fulfillment

How financial advisers can serve the gig economy
NEWS OPINION SEP 25, 2019
How financial advisers can serve the gig economy

A 'financial wellness adviser' would be better suited to the needs of independent workers.

Gut check your digital leadership toolbox
NEWS OPINION SEP 19, 2019
Gut check your digital leadership toolbox

A true leader recognizes a company's current reality before moving towards more digital solutions.

Closing the gap between perception and reality in financial planning
NEWS OPINION SEP 19, 2019
Closing the gap between perception and reality in financial planning

Advisers are seeking the "next best action" to solve a client's financial needs in real time.

Don't fear millennials
NEWS OPINION SEP 18, 2019
Don't fear millennials

HENRYs who carry debt will probably become your best clients

Investment management outsourcing delivers greater client-service impact
NEWS OPINION SEP 12, 2019
Investment management outsourcing delivers greater client-service impact

Outsourcing investor management helps advisers to deliver a stronger, more holistic service.

3 mistakes advisers make about high-net-worth women
NEWS OPINION SEP 11, 2019
3 mistakes advisers make about high-net-worth women

The industry has served executive women based on outdated assumptions about their goals, risk appetite and investment aptitude

The threat posed by state fiduciary rules
NEWS OPINION SEP 10, 2019
The threat posed by state fiduciary rules

A state-by-state approach to fiduciary standards would create a confusing and counterproductive regulatory patchwork that would impede advisers' ability to provide guidance.

Why is adviser compensation flat?
NEWS OPINION SEP 05, 2019
Why is adviser compensation flat?

Firms are not only growing, they are growing up and investing in the development of human capital.

The path to success? It's all about client relationships
NEWS OPINION SEP 05, 2019
The path to success? It's all about client relationships

It takes time for young advisers to build their relationship skills — but training can help.

Testing the breakaway waters
NEWS OPINION SEP 04, 2019
Testing the breakaway waters

Four questions for advisers contemplating a move.

When your growth stalls
NEWS OPINION SEP 04, 2019
When your growth stalls

Schedule business development the way you would any important undertaking

Improving client satisfaction with successful communication
NEWS OPINION SEP 04, 2019
Improving client satisfaction with successful communication

When investors were asked what their adviser could do better, the No. 1 answer was that they wanted to hear from their adviser more often

4 things advisers miss when it comes to CRM
NEWS OPINION AUG 30, 2019
4 things advisers miss when it comes to CRM

At many firms, the customer relationship management system is nothing more than a gloried Rolodex that's used only sporadically

The future of advice is still human
NEWS OPINION AUG 29, 2019
The future of advice is still human

The growing popularity of the hybrid model shows consumers want both a digital and a human wealth management experience.

States aren't great at regulating insurance
NEWS OPINION AUG 28, 2019
States aren't great at regulating insurance

Promoters of insurance products can say pretty much anything in their marketing materials