Opinion

Displaying 2102 results
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

NEWS OPINION DEC 20, 2017
Ten years after the crisis, investors need advisers more than ever

Emphasize the importance of maintaining a fundamentally diversified portfolio.

NEWS OPINION DEC 14, 2017
The case for active engagement

Sustainable investing that acknowledges "company ownership" can improve client outcomes.

NEWS OPINION DEC 12, 2017
Personal client communication shows your value

View communication through behavioral finance to study how humans actually make decisions.

NEWS OPINION DEC 11, 2017
Capitalism is beautiful. Young prospects might disagree

Financial advisers should have this crucial conversation with next-gen clients.

NEWS OPINION DEC 04, 2017
Twitter grows from 140 characters to 280 -- what happens now?

Double the number of characters means better tweeting, right? Let's think about that

NEWS OPINION NOV 28, 2017
Bank loans or high-yield bonds? Maybe both.

The asset classes may be more different than alike, which can benefit investors.

NEWS OPINION NOV 25, 2017
Smart money says temper expectations of stock returns

Gains are unlikely to top 5% annually, according to the Yale Endowment's David Swensen.