Opinion

Displaying 2109 results
NEWS OPINION MAR 17, 2018
Your role in people's happiness

Financial wellness brings a lot more to an individual than peace of mind.

NEWS OPINION MAR 13, 2018
State auto-IRA programs poised to catch advisers' attention

OregonSaves has more than 19,000 people participating, while eight other states have passed measures setting up state-sponsored retirement plans.

NEWS OPINION MAR 13, 2018
Does money buy happiness?

Recent research sheds some light on this age-old question.

NEWS OPINION MAR 10, 2018
Advisers: Make sure your clients aren't owed pensions

Insurance companies may need help finding forgotten pensioners who left a company with a defined-benefit plan long ago.

NEWS OPINION MAR 05, 2018
These 3 things may be keeping your clients up at night

And that's where a financial adviser truly shines — here's how to help them

NEWS OPINION FEB 26, 2018
Ask the Ethicist: Should a financial adviser accept an inheritance from a client?

The adviser overstepped his bounds, and here's why

NEWS OPINION FEB 23, 2018
Designing the Super OSJ of the future

The groups will expand beyond compliance to provide advisers with turnkey solutions, training programs and even succession planning.

NEWS OPINION FEB 21, 2018
Fiduciary conduct is good for business

Following fiduciary best practices strengthens client relationships and makes them more enduring.

NEWS OPINION FEB 20, 2018
The gold medal quality advisers can no longer ignore

Olympic athletes can't afford to let momentary setbacks define their future — and neither can advisers

Life insurance 'advice' in an era of fake news
NEWS OPINION FEB 14, 2018
Life insurance 'advice' in an era of fake news

Advisers who have clients' best interests at heart should insist upon the disclosure of actual internal policy costs and performance.

NEWS OPINION FEB 10, 2018
Make sure clients don't take the wrong lessons from the drop

Corrections can occur, even when all the indicators seem to be positive.

NEWS OPINION JAN 30, 2018
The 4 I's of building your best tech stack

Identifying the right solutions starts with finding a provider that's in it for the long haul

NEWS OPINION JAN 29, 2018
Ask the Ethicist: How big a gift is too much?

Accepting a free ride to the Masters golf tournament from an attorney you refer clients to would create an obligation on your part.

NEWS OPINION JAN 25, 2018
Why diversity and inclusion should matter to advisers

Consider new hiring practices, employee training and other steps to offer an inclusive culture to employees and clients.

NEWS OPINION JAN 22, 2018
Financial advisers should avoid error by omission and consider reverse mortgages

The vast majority of financial services professionals still fail to incorporate home equity planning or reverse mortgages into their practices

NEWS OPINION JAN 19, 2018
How advisers can manage IRA rollover risk under the DOL fiduciary rule

Analyzing rollovers could involve some challenging steps, like gathering information about investments, services and expenses in the retirement plan.

NEWS OPINION JAN 11, 2018
Adviser moves to expect in 2018

Wirehouses' withdrawal from the broker protocol will only boost advisers' interest in the independent space

NEWS OPINION JAN 10, 2018
The financial adviser evolution is underway

Here are 4 anchors and 4 engines that will turbocharge your business in 2018

NEWS OPINION JAN 02, 2018
Break the sustainable-investing bottleneck

Advisers must overcome three barriers in order to serve clients' values

NEWS OPINION JAN 02, 2018
Alt investments on the rise among RIAs

Advisers considering independence have new, high-tech options