Opinion

Displaying 2109 results
NEWS OPINION MAY 13, 2017
With U.S. stocks flying high, advisers should caution clients

Financial advisers should be cognizant of where the market is now relative to where it has been — and how that might be influencing their clients.

Encourage financial literacy by speaking to clients' emotional priorities
NEWS OPINION APR 26, 2017
Encourage financial literacy by speaking to clients' emotional priorities

Teaching fundamental financial skills is not difficult; it simply requires a shift in perspective.

NEWS OPINION APR 07, 2017
How to define yourself as a life insurance adviser

Distinguishing yourself from life insurance sales people leads to better working relationships and ensures your clients' best interests are served.

NEWS OPINION APR 05, 2017
Is your pricing primitive or purposeful?

The brain's limbic system leaves many advisers reacting to client questions about costs in fight-or-flight mode instead of with determined business practices.

NEWS OPINION APR 03, 2017
Be vigilant about scams and fraud involving elder clients

If you succeed in warning clients away from just one scam or fraud, their gratitude, respect and loyalty will be unsurpassed

NEWS OPINION MAR 29, 2017
Pooled employer plans set to dominate small 401(k) market

NEWS OPINION MAR 19, 2017
Discrimination against women advisers via harsher punishment must stop

This black eye for the industry cannot continue

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.