Opinion

Displaying 2109 results
Cybersecurity poses strain between plan sponsors, record keepers
NEWS OPINION MAR 23, 2019
Cybersecurity poses strain between plan sponsors, record keepers

Vendors reluctant to provide details on cyberdefenses.

Growth is a must, but watch out for the trap
NEWS OPINION MAR 19, 2019
Growth is a must, but watch out for the trap

In our rapidly evolving world, what was good enough for a business yesterday is not good enough today.

How to achieve a client-centric practice
NEWS OPINION MAR 13, 2019
How to achieve a client-centric practice

Advisers can deliver unparalleled value by delivering solid financial advice in a trusted human relationship through a highly personalized experience

Starting a new advisory firm: How to outsource and structure your practice
NEWS OPINION MAR 12, 2019
Starting a new advisory firm: How to outsource and structure your practice

Scott Hanson started a firm in 1993. Here's how he'd build one in 2019.

Advisers can — and must — help improve financial literacy in America
NEWS OPINION MAR 09, 2019
Advisers can — and must — help improve financial literacy in America

The lack of education is a problem, and there's a lot you can do to fix that.

5 reasons you're not reading this cybersecurity article
NEWS OPINION MAR 08, 2019
5 reasons you're not reading this cybersecurity article

Data breaches have become so common that financial advisers cannot afford to remain uninformed

Taxes, investment returns and the new Form 1040
NEWS OPINION MAR 05, 2019
Taxes, investment returns and the new Form 1040

Here are changes that advisers should understand so they can spot possible problems and opportunities for clients.

I started a firm in 1993. Here's how I'd build one in 2019
NEWS OPINION MAR 05, 2019
I started a firm in 1993. Here's how I'd build one in 2019

Part one: Adviser marketing from scratch, and finding a target company

All robo, no advice
NEWS OPINION FEB 25, 2019
All robo, no advice

Robo-advisers are here to stay but it's valid to criticize their limited planning options.

Delivering value starts with reducing fees
NEWS OPINION FEB 20, 2019
Delivering value starts with reducing fees

Lower fees will help you sustain your business and fulfill your fiduciary duty

Making a resolution (and a plan) that is built to last
NEWS OPINION FEB 19, 2019
Making a resolution (and a plan) that is built to last

Many financial plans are flawed because advisers don't get enough clarity about the intention and purpose behind people's priorities.

Be proactive addressing sexual harassment in the workplace
NEWS OPINION FEB 16, 2019
Be proactive addressing sexual harassment in the workplace

Advisory firms should have a clear protocol for reporting offenses, assaults.

Life is brutish and short for new ETFs
NEWS OPINION FEB 15, 2019
Life is brutish and short for new ETFs

But a memorable stock ticker can give exchange-traded funds a boost.

The only certainty is death, taxes, and muni advantages
NEWS OPINION FEB 14, 2019
The only certainty is death, taxes, and muni advantages

Readers are flocking to stories on tax-free munis — but why?

Thinking about selling your firm? 5 ways to prepare
NEWS OPINION FEB 13, 2019
Thinking about selling your firm? 5 ways to prepare

It's still a seller's market, but potential sellers need to make the right moves to attract buyers.

Cure for financial illiteracy? Teach them when they're young
NEWS OPINION FEB 13, 2019
Cure for financial illiteracy? Teach them when they're young

Advisers can help clients fight this plague at home

Vanguard defends the value of active bond funds
NEWS OPINION FEB 06, 2019
Vanguard defends the value of active bond funds

When it comes to fixed income, active management helps investors avoid the inherent biases of bond indexes.

Communicating with clients in tough times
NEWS OPINION FEB 05, 2019
Communicating with clients in tough times

Clients seem to be fairly calm about this bout of market volatility, but it's still important for advisers to speak with them directly.

Welcome to the (client) revolution
NEWS OPINION DEC 19, 2018
Welcome to the (client) revolution

How clients are transforming wealth management

Stop asking for referrals. You're better than that
NEWS OPINION DEC 03, 2018
Stop asking for referrals. You're better than that

Offer your help, rather than asking for a referral, and make that offer to people with whom you have a genuine connection.