Opinion

Displaying 2102 results
When it comes to responsible investing, language matters
NEWS OPINION NOV 22, 2023
When it comes to responsible investing, language matters

A recent survey shows clients were more likely to talk to their advisors about 'responsible investing' than 'ESG investing.'

6 unintended consequences of staying the course 
NEWS OPINION NOV 21, 2023
6 unintended consequences of staying the course 

While it may seem ‘safer’ to stay put, there are risks that many advisors are unaware of.

Managing transformative change: Lessons learned
NEWS OPINION NOV 15, 2023
Managing transformative change: Lessons learned

An Osaic executive provides some suggestions on how best to handle large-scale changes in your business.

Overcoming the education gap on alternatives
NEWS OPINION NOV 15, 2023
Overcoming the education gap on alternatives

Half of financial professionals surveyed cite explaining the role of illiquidity within client portfolios as the most difficult client education topic.

Redefining wealth transfer: Strategies to reach clients’ children
NEWS OPINION NOV 08, 2023
Redefining wealth transfer: Strategies to reach clients’ children

With just 30% of Gen Z investors turning to financial planners for guidance, advisors must refine their approach to emphasize their relevance.

5 reasons I love this profession
NEWS OPINION NOV 08, 2023
5 reasons I love this profession

What is so incredible about advising is that there is an endless stream of current information we must absorb and navigate.

To connect with clients, embrace the holiday season
NEWS OPINION NOV 07, 2023
To connect with clients, embrace the holiday season

Every party you attend or host and every gift delivered can move your brand forward, strengthening and building relationships.

Biden perpetuates advisor tropes, but end goal is valiant
NEWS OPINION NOV 06, 2023
Biden perpetuates advisor tropes, but end goal is valiant

The president's deal in describing a few bad apples risks tarring the whole industry with the same brush.

Maximizing client value: Why firms should upgrade their data aggregation
NEWS OPINION NOV 01, 2023
Maximizing client value: Why firms should upgrade their data aggregation

Harnessing a personalized, data-centric approach has proven effective in helping financial advisors retain clients and drive business growth.

Active asset allocation may cost you in more ways than one
NEWS OPINION OCT 25, 2023
Active asset allocation may cost you in more ways than one

Firms that use a third party that actively allocates investments to the point of market timing can see tremendous attrition when their returns are negative and not aligned with the market.

Emotions will rule client decisions. Here's what advisors can do
NEWS OPINION OCT 25, 2023
Emotions will rule client decisions. Here's what advisors can do

Clients must be reminded to focus on what’s important — staying the course for the long haul, avoiding emotional decisions and maintaining long-term plans through portfolio rebalancing.

An unexpected place to find life’s fulfillment: Talking to an advisor
NEWS OPINION OCT 24, 2023
An unexpected place to find life’s fulfillment: Talking to an advisor

People who work with an advisor have significantly higher levels of confidence across a range of areas, and those areas extend beyond the financial realm.

Game-time play: Know your value as a financial advisor
NEWS OPINION OCT 18, 2023
Game-time play: Know your value as a financial advisor

The planning, investing and discipline that financial advisors provide can dramatically affect a family’s choices for generations to come.

SEC to investment funds: Quit playing name games
NEWS OPINION OCT 18, 2023
SEC to investment funds: Quit playing name games

For years, investors in mutual funds and ETFs have been investing in products whose actual portfolio holdings can stray dramatically from what's implied by the name of the fund.

TCPA tidal wave will affect how firms engage with clients
NEWS OPINION OCT 17, 2023
TCPA tidal wave will affect how firms engage with clients

The federal regulation governing telephone marketing also covers texting, and now many states have put in place their own versions of the regulation, with different terms and definitions.

Our responsibility to improve the reputation of our profession
NEWS OPINION OCT 11, 2023
Our responsibility to improve the reputation of our profession

Financial advisors labor against an industrywide reputation that’s as poor as that of the legal profession, which means that far too many people who could use our help don't trust us.

Target-date funds: Low fee doesn't equal low risk
NEWS OPINION OCT 04, 2023
Target-date funds: Low fee doesn't equal low risk

Three reasons why passive TDFs aren’t automatically the safer choice for DC plan fiduciaries

Independent alpha: Making the breakaway math add up
NEWS OPINION OCT 04, 2023
Independent alpha: Making the breakaway math add up

Advisors who make the move to independence are forgoing massive recruitment bonuses. How can they justify this leap?

Go big or go boutique?
NEWS OPINION OCT 03, 2023
Go big or go boutique?

Here are questions financial advisors should consider before making a move.

Mastering technology to serve more clients
NEWS OPINION SEP 27, 2023
Mastering technology to serve more clients

With the advisor shortfall, firms will have to get more accomplished at leveraging tech.