Opinion

Displaying 2109 results
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.

Why financial advisers should focus on readiness before growth
NEWS OPINION JUL 19, 2016
Why financial advisers should focus on readiness before growth

Adding significant growth can put a strain on a firm's infrastructure without proper preparedness.

Let brokers be brokers: A response to the lawsuit against the DOL fiduciary rule
NEWS OPINION JUN 30, 2016
Let brokers be brokers: A response to the lawsuit against the DOL fiduciary rule

The original industry regulations from 1934 and 1940 were perfect — just not perfectly enforced.

NEWS OPINION JUN 21, 2016
Activities every financial adviser should delegate to someone else

Don't let the 'adviser's curse' — the feeling you have to do everything yourself or want to be in control of everything all the time — hold you back.

Stop lying to yourself about value investing
NEWS OPINION JUN 03, 2016
Stop lying to yourself about value investing

Value stocks never have and never will dance to the rhythm of business or market cycles.

NEWS OPINION JUN 02, 2016
Help more women succeed as financial planners

Encouraging more women to join the industry would go a long way toward addressing the looming talent gap and better reflect the marketplace we serve.

NEWS OPINION JUN 01, 2016
3 apps to help advisers stay on task while traveling

These tools have helped Morningstar's Sheryl Rowling stay on top of business while traveling abroad.

NEWS OPINION JUN 01, 2016
This $120 investment could make a huge difference for a financial adviser's practice

Morningstar's Sheryl Rowling is amazed at how quickly her computer now boots up and programs open up instantly.

Lessons learned while working overseas
NEWS OPINION MAY 26, 2016
Lessons learned while working overseas

Morningstar's Sheryl Rowling has advice for how to best adapt to changing conditions as she works remotely from Spain.

Why advisers need to talk to clients differently about life insurance
NEWS OPINION MAY 08, 2016
Why advisers need to talk to clients differently about life insurance

Give clients an alternative to the auto-industry-like life insurance industry operating system

NEWS OPINION MAY 03, 2016
How to properly defer Medicare enrollment

Helping your clients think through the timing of Medicare coverage can be very beneficial, especially considering the significant impact health care costs have on retirement income

NEWS OPINION APR 19, 2016
Solving operational issues from M&A transactions

These deals are much more complex than RIAs ever imagined, and they require specific operational expertise to harness promised synergies

NEWS OPINION APR 18, 2016
A technology response to the DOL fiduciary rule

To face the changing regulatory season squarely, it's time for some technological spring cleaning

In Apple's universe, does one size fit all?
NEWS OPINION APR 08, 2016
In Apple's universe, does one size fit all?

When it comes to technology, we all want it all. But we all can't agree on size