Opinion

Displaying 2109 results
Funds like Magellan need gamblers like Bill Gross
NEWS OPINION JUN 07, 2018
Funds like Magellan need gamblers like Bill Gross

The factors Magellan's manager uses to beat the index can be accessed more cheaply via ETFs.

401(k) advisers, is your value proposition even valuable?
NEWS OPINION JUN 06, 2018
401(k) advisers, is your value proposition even valuable?

Investment expertise is no longer viewed as a coveted service — these days, it's just table stakes.

NEWS OPINION JUN 02, 2018
IPO filing could usher in new era of legitimacy for RIAs

It seems only natural that IPOs will be the next step.

NEWS OPINION MAY 29, 2018
TV show paints bleak picture of financial planners

The lead character in the series 'Ozark' is reinforcing Americans' negative view of advisers.

NEWS OPINION MAY 29, 2018
Advisers: Technology alone won't transform your business

New tools and platforms should be used to facilitate deeper, more meaningful interactions with your clients.

The end of the Goldilocks credit markets?
NEWS OPINION MAY 21, 2018
The end of the Goldilocks credit markets?

Going forward, the fixed-income environment may favor more sophisticated active approaches, such as flexible 'best ideas' strategies.

NEWS OPINION MAY 19, 2018
Financial schemes against seniors are most often committed by people closest to them

Advisers can — and should — take steps to discourage elder financial fraud.

NEWS OPINION MAY 19, 2018
Why we must create a more diverse and sustainable financial planning profession

CEO explains how, why a firm should commit to conscious inclusion.

NEWS OPINION MAY 10, 2018
Harnessing RIA M&A strategies for growth

As deal-making picks up, acquiring RIAs need a proven client service model, an efficient operations infrastructure and access to additional planning and investing resources

NEWS OPINION MAY 03, 2018
3 insights on the Financial Engines-Edelman combination and how it might affect you

The combined company is likely to become a nationally dominant firm.

NEWS OPINION MAY 02, 2018
The Super Bowl, advice and the markets

What do these three items have in common? A lot, actually.

NEWS OPINION APR 30, 2018
Ask the Ethicist: CFP professional wonders about possible part-time gig

Solo practitioner wonders if he can still describe his practice as a fee-only if he takes on financial planning work from a friend who earns some commissions.

NEWS OPINION APR 17, 2018
Using smart beta in an outcomes-oriented portfolio

Before incorporating strategic beta products in a client's portfolio, advisers must understand the challenges at hand and the desired outcome

NEWS OPINION APR 11, 2018
Are 401(k) advisers the next DOL targets?

Large regional firms and their specialist advisers seem to be in the regulator's cross hairs.

NEWS OPINION APR 10, 2018
Technology must reinforce trust, or else

Show your clients that you have their best interests at heart by making innovations in your offering

NEWS OPINION APR 09, 2018
Old strategy with a new twist: Dollar cost averaging and annuities

Using dollar cost averaging within annuities can build clients' confidence about investing in the market.

The magic in talking about cost
NEWS OPINION APR 09, 2018
The magic in talking about cost

Even if clients aren't paying too much for life insurance, being the first to talk to them about the costs can start the trust-building process.

NEWS OPINION MAR 31, 2018
Industry and regulators need to safeguard broker data

Poor data management and sharing practices can expose the personal information of thousands of individuals.

NEWS OPINION MAR 28, 2018
DOL proposal on association health plans could help advisers

Allowing groups to negotiate health plans with insurers could make it easier for small businesses to find affordable coverage.

NEWS OPINION MAR 19, 2018
Why money managers are paid so much is a mystery

There are many possible reasons, but market-beating performance isn't one of them