Opinion

Displaying 2109 results
Unleashing my power with Tony Robbins
NEWS OPINION OCT 15, 2018
Unleashing my power with Tony Robbins

A recent event by the motivational guru illuminated the role human needs play in a happy life and successful business

Ask the Ethicist: Should a CFP file an ethics complaint about an insurance commission?
NEWS OPINION OCT 09, 2018
Ask the Ethicist: Should a CFP file an ethics complaint about an insurance commission?

Two planners had a role in arranging a business owner's insurance policy, and one is not happy with how the compensation was handled.

Why You Needed a Continuity Plan Yesterday
NEWS OPINION OCT 04, 2018
Why You Needed a Continuity Plan Yesterday

With many people depending on a practice to continue operating in an advisor's absence, it's vital to have a detailed continuity plan. Learn how to get started on yours today.

Why in the world isn't the 401(k) industry entirely digital?
NEWS OPINION SEP 26, 2018
Why in the world isn't the 401(k) industry entirely digital?

Yes, I'm a millennial, but clients in 2018 should not have to print forms and mail in checks.

The ins and outs of pairing a 401(k) plan match with student loan repayment
NEWS OPINION SEP 24, 2018
The ins and outs of pairing a 401(k) plan match with student loan repayment

An IRS nod shows potential pathways for employers, but several considerations must be made in advance of developing such a program.

How advisers can help cancer patients tackle financial distress
NEWS OPINION SEP 21, 2018
How advisers can help cancer patients tackle financial distress

The Foundation for Financial Planning is calling for a national response to the potential financial ruin of families fighting the disease through the Pro Bono for Cancer Campaign

It's past time for the wealth management industry to help the economically vulnerable
NEWS OPINION SEP 20, 2018
It's past time for the wealth management industry to help the economically vulnerable

Firms could establish incentives for advisers to do pro bono work regularly, similar to the way law firms set expectations around such work

Why advisers should market philanthropic giving to entrepreneurs
NEWS OPINION SEP 19, 2018
Why advisers should market philanthropic giving to entrepreneurs

New study from Fidelity Charitable finds business owners donate more than average Americans.

All clients deserve advice that is in their best interest
NEWS OPINION SEP 19, 2018
All clients deserve advice that is in their best interest

Providing investment advice as a fiduciary goes beyond disclosure of conflicts of interest.

Market swings are inevitable, so help your clients focus on overall financial health
NEWS OPINION SEP 17, 2018
Market swings are inevitable, so help your clients focus on overall financial health

Now is the time to remind clients of what's in their control.

Better together? Why not all advisory teams are meant to go independent
NEWS OPINION SEP 17, 2018
Better together? Why not all advisory teams are meant to go independent

Advisers looking for more freedom may find going independent on their own is not as fulfilling as partnering with an existing independent firm.

401(k) adviser disclosures need an important update
NEWS OPINION SEP 17, 2018
401(k) adviser disclosures need an important update

Disclosing behavioral biases is voluntary, but no less important than making the required disclosures.

Life insurance is not for saving
NEWS OPINION SEP 11, 2018
Life insurance is not for saving

Buying a life insurance policy is one of the most expensive ways to invest

The trillion dollar club: How to be a growth superstar
NEWS OPINION SEP 11, 2018
The trillion dollar club: How to be a growth superstar

Here's what great growth firms know: There's no better time to change than when everything is going well.

A market sell-off could mean more 401(k) lawsuits
NEWS OPINION SEP 10, 2018
A market sell-off could mean more 401(k) lawsuits

Negative returns and fiduciary risk are positively correlated for 401(k) fiduciaries.

The struggle is real: Why our profession needs next-gen talent now
NEWS OPINION SEP 10, 2018
The struggle is real: Why our profession needs next-gen talent now

Given forecasts that the wealth management industry will face a shortfall of employees in coming years, firms need to build their talent pipelines

Alternative minimum tax is a casualty of tax reform nobody will miss
NEWS OPINION SEP 07, 2018
Alternative minimum tax is a casualty of tax reform nobody will miss

Last year's overhaul is expected to slash the number of taxpayers subject to the AMT.

Mutual fund fee wars will encourage bad behavior
NEWS OPINION SEP 06, 2018
Mutual fund fee wars will encourage bad behavior

When it comes to investing, humans are more fallible when costs are low.

Retirement plans see rise in cyberattacks
NEWS OPINION SEP 01, 2018
Retirement plans see rise in cyberattacks

Threats pose new risks for fiduciaries of employer-sponsored plans.

Finding the right nudge for your clients
NEWS OPINION AUG 27, 2018
Finding the right nudge for your clients

Advisers are using insights from behavioral economics and social psychology to steer people's decisions in a direction that should benefit them.