Opinion

Displaying 2102 results
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

Fintech will bring a sea change to money management
NEWS OPINION AUG 08, 2016
Fintech will bring a sea change to money management

Are the newest technologies a disruptive threat or will the industry embrace this brave new world to operate more efficiently and with greater client satisfaction?

NEWS OPINION AUG 07, 2016
New Finra execs should toughen investor protection rules

ETFs boost liquidity in times of financial stress
NEWS OPINION AUG 07, 2016
ETFs boost liquidity in times of financial stress

ETFs convey substantial benefits to investors while providing liquidity to our markets

Help clients give wisely
NEWS OPINION JUL 28, 2016
Help clients give wisely

Not all charities are created equal, and advisers shouldn't relinquish their role as stewards of their clients' wealth by avoiding philanthropy discussions

NEWS OPINION JUL 26, 2016
Why women tend to outperform men when investing

Finra, it's high time for transparency
NEWS OPINION JUL 24, 2016
Finra, it's high time for transparency

A call for new Finra leadership to be more forthcoming about the board's work.

Why the DOL fiduciary rule will lead to more ETF innovation
NEWS OPINION JUL 21, 2016
Why the DOL fiduciary rule will lead to more ETF innovation

Asset managers must expand the depth and breadth of their offerings to become more relevant and differentiated.