Opinion

Displaying 2102 results
NEWS OPINION MAR 16, 2017
Confidence: How you can give it to young financial advisers and watch them run with it

The InvestmentNews 40 Under 40 project is back, and we need your help finding and bolstering the next generation of talent.

NEWS OPINION MAR 15, 2017
Keep calm and carry on with both commissions and fees

Advisers must act in the best interest of clients and present them with all available retirement income offerings

Why the best portfolios mix active and passive investments
NEWS OPINION MAR 15, 2017
Why the best portfolios mix active and passive investments

Beating a benchmark is an empty victory if an investor cannot meet their financial priorities.

6 essential ingredients to life insurance advice
NEWS OPINION MAR 14, 2017
6 essential ingredients to life insurance advice

Life insurance is the last, largest, most-neglected asset on clients' balance sheets and in desperate need of management.

NEWS OPINION MAR 03, 2017
Point-Counterpoint: Should employers have a fiduciary duty to their 401(k) plans?

Two experts on retirement law square off on the question of fiduciary duty for 401(k) plan sponsors. One believes employers aren't best-suited for the responsibility, while the other believes the current system is OK.

NEWS OPINION FEB 22, 2017
Why passive asset managers represent high risk for financial advisers

Passive third-party asset managers could expose clients to a greater level of risk and dissatisfaction.

NEWS OPINION FEB 22, 2017
Client communication strategies for uncertain markets

What severs ties is poor communication around the impacts of cyclical market gyrations on the portfolio.

NEWS OPINION FEB 17, 2017
Financial technology companies embrace artificial intelligence and virtual reality

Adviser finds novel tools at T3 conference to improve client experience and prospecting.

Working to spark a global movement for pro bono financial planning
NEWS OPINION FEB 14, 2017
Working to spark a global movement for pro bono financial planning

Many lives would be changed if pro bono financial planning could be brought to vulnerable people around the globe.

NEWS OPINION FEB 10, 2017
There's never been a better time to provide life insurance advice

Clients need help with this last, largest, most-neglected asset on their balance sheets like never before

NEWS OPINION JAN 30, 2017
How retirement plan advisers can help clients with compliance

Advisers who don't assist with compliance are at risk of losing clients.

10 important client considerations with 401(k) rollovers
NEWS OPINION JAN 26, 2017
10 important client considerations with 401(k) rollovers

Advisers need to make sure they understand where clients are coming from and how this decision will impact their retirement security.

NEWS OPINION JAN 25, 2017
What financial advisers can do about a U5 disclosure

Given the current regulatory environment and increasing utilization of BrokerCheck by the public, a broker must take ownership of his or her CRD.

NEWS OPINION DEC 07, 2016
To help clients succeed in investing, it may require a walk down bizarro Wall Street

Truisms of life, such as doing more is better, are often turned on their head when investing.

NEWS OPINION DEC 02, 2016
Senate Democrats control fate of DOL fiduciary rule

The left side of the aisle is likely to hold together well enough to ensure the rule is modified rather than taken off the books.

NEWS OPINION DEC 02, 2016
Want to provide a better client experience? Consult your clients

Advisory boards provide feedback that can help firms deliver the kind of experiences that turns clients into their advocates.

NEWS OPINION DEC 01, 2016
Why it would be a mistake for advisers to stop implementing the DOL fiduciary rule

Given the political, procedural and business dynamics at play, it would be imprudent to cease or even slow down compliance efforts.

NEWS OPINION NOV 30, 2016
What Trump can teach financial advisers about women

These four lessons can help you make your practice more female friendly.

NEWS OPINION NOV 22, 2016
How advisers can use technology to calm clients' post-election jitters

Technology can enable a more efficient human connection during times of financial uncertainty.

Morningstar's sustainability ratings: An opportunity to talk to your clients about responsible investing
NEWS OPINION NOV 01, 2016
Morningstar's sustainability ratings: An opportunity to talk to your clients about responsible investing

The ratings cover about 20,000 mutual funds which span a broad spectrum of both ESG-themed and traditional funds