Opinion

Displaying 2109 results
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

Good branch managers a dying breed
NEWS OPINION OCT 30, 2016
Good branch managers a dying breed

The best were former advisers themselves, but that may not be the case in the future.

The case for more U.S. infrastructure investment by the private sector
NEWS OPINION OCT 25, 2016
The case for more U.S. infrastructure investment by the private sector

Many new U.S. infrastructure funds are designed to offer investors the possibility of higher income in exchange for taking some additional risk.

NEWS OPINION OCT 19, 2016
5 tips for winning debates with your clients

Advisers can improve client outcomes and make their own lives easier by practicing one or two new techniques.

NEWS OPINION OCT 16, 2016
How reverse mortgages work as a source of retirement income

A home equity conversion mortgage — more commonly known as a reverse mortgage —is becoming harder to dismiss as an income tool for retirement plans.

NEWS OPINION OCT 09, 2016
DOL fiduciary rule may finally spark lower fund fees for mutual funds

The industry may have held on to many distorted fee structures that might have been better suited for the 1980s.

NEWS OPINION OCT 09, 2016
Ensuring arbitration awards make it to investors

Unpaid awards is an issue that has been smoldering since at least 2000.

Liquid alternative funds failed to prove their worth post-Brexit?
NEWS OPINION SEP 20, 2016
Liquid alternative funds failed to prove their worth post-Brexit?

Plus: The downside of lower oil prices, how to get your money back from Wells Fargo, and why central banks are buying gold.

NEWS OPINION SEP 20, 2016
As growth rate wanes, firms must get better at turning opportunities into new clients

NEWS OPINION SEP 15, 2016
Alternative assets demand attention

NEWS OPINION SEP 08, 2016
Industry opposition to state retirement plans ignores reality

A huge potential awaits financial advisers with the advent of more workplace savings programs. Once people have a retirement plan, they're in the market.

NEWS OPINION SEP 04, 2016
How Uber and the sharing economy will change the advice industry

Millennials are coming of age during a disruptive economic landscape and will find it increasingly challenging to save for retirement.

NEWS OPINION SEP 02, 2016
Insurance that advisers will need to cover new fiduciary duties

Fiduciaries have certain responsibilities that trigger liability separate from contract and ordinary tort liability.

Why Modern Portfolio Theory is frozen in time
NEWS OPINION AUG 17, 2016
Why Modern Portfolio Theory is frozen in time

MPT can lead RIAs to keep investors locked into investment decisions based on forecasting models that don't adapt to ever-changing market conditions