Opinion

Displaying 2109 results
Financial therapy 'money scripts' can help you beat the robots
NEWS OPINION OCT 12, 2017
Financial therapy 'money scripts' can help you beat the robots

Get clients talking about youthful pitfalls they secretly keep replaying. Then show clients how to stop.

NEWS OPINION OCT 09, 2017
It's time for the life insurance industry to ditch illustration comparisons

Top 10 reasons why it's time to 'break up' with projected policy values.

NEWS OPINION OCT 09, 2017
A primer on stable value funds for retirement plan advisers

The so-called 'safe' investments have a few quirks that make them much different beasts from money market funds.

NEWS OPINION SEP 30, 2017
Breaking Money Silence: Helping clients understand money taboos and talk more openly about finances

A vow of silence on money issues negatively impacts our relationships and contributes to the financial literacy crisis.

NEWS OPINION SEP 20, 2017
How advisers can become small business exit planning specialists

These three steps can help you work with small business owners.

NEWS OPINION SEP 08, 2017
Our best tool against the DOL fiduciary rule is data

We must ensure that regulators and the public hear detailed, quantitative information.

NEWS OPINION SEP 05, 2017
Make sure your culture is compelling and built on core values

A firm's culture should be embraced and incorporated into daily interactions with clients.

NEWS OPINION SEP 05, 2017
BLIND SPOT: Expectations, Emotions, and Investor Behavior

NEWS OPINION SEP 01, 2017
Advice to drive your dividend income strategy

NEWS OPINION AUG 23, 2017
How to (and not to) work effectively with teachers as 403(b) clients

Low plan participation, the need for good advice and strong job security among teachers present a big opportunity for advisers.

NEWS OPINION AUG 22, 2017
Harnessing behavioral economics to reinvent employee education

Teaching 401(k) plan participants good decision-making does work, but only with a radically new approach.

NEWS OPINION AUG 07, 2017
ICI's Paul Schott Stevens: DOL fiduciary rule review is opportunity for SEC

Jay Clayton, chairman of the Securities and Exchange Commission, has a window of opportunity to work with the Department of Labor to establish a consistent best-interest standard of conduct that spans retirement and non-retirement accounts.

NEWS OPINION JUL 25, 2017
How the investor is lost in the active versus passive debate

Let's start a debate about how best to construct portfolios that meet the needs of our clients, and that can withstand the test of time through all market conditions.

NEWS OPINION JUL 19, 2017
Improving the efficiency of wealth transfers

Passing wealth to the next generation requires a cohesive plan that includes preparing heirs from an early age.

NEWS OPINION JUL 10, 2017
What 'Moneyball' can teach advisers about better portfolio construction

By focusing on market diversification, you can more easily build winning portfolios based on objective data.

NEWS OPINION JUL 10, 2017
How advisers can make referrals their most effective tool for growth

The solution to "If I think of someone, I'll let you know."

NEWS OPINION JUN 25, 2017
Nick Schorsch's presence at Brian Block's trial unseen, but keenly felt

Testimony at Block trial places REIT czar at center of alleged conspiracy.

NEWS OPINION JUN 21, 2017
Time for Finra to pull back the curtain on its oversight and board

The regulator undercuts its investor-protection mission by obscuring the most dangerous firms it oversees.

NEWS OPINION JUN 10, 2017
Time is now to prepare clients for a stock market correction

All advisers should be taking steps to prepare clients for the reality of a correction.

NEWS OPINION MAY 27, 2017
Erin Botsford: Building a financial services business that grows itself

You have to identify your target market, locate potential customers in your target market, find ways to attract or get in front of them.