Opinion

Displaying 2109 results
NEWS OPINION MAR 07, 2016
Billionaire wealth is not guaranteed forever

New research conducted over two decades across the 14 largest billionaire markets in the world found stark differences between the billionaires “of old” and today.

NEWS OPINION FEB 29, 2016
Why indexed annuities eventually could outsell the variable variety

The factors influencing a shift toward indexed annuities and away from variable annuities

How retirement coaching can add value to your practice
NEWS OPINION FEB 17, 2016
How retirement coaching can add value to your practice

Offering this coaching is one way advisers show they care not only about clients' financial success, but also about their health and well-being.

NEWS OPINION FEB 14, 2016
Doing the math on RIA exams

Promising developments in the push to boost the number of advisers examined by the SEC each year

Investors thinking about retirement should understand BDCs
NEWS OPINION JAN 22, 2016
Investors thinking about retirement should understand BDCs

Traditional fixed-income holdings, such as bond funds, may not provide enough meaningful income as historically low interest rates have limited the yields available to investors.

Dealing with difficult people online
NEWS OPINION JAN 21, 2016
Dealing with difficult people online

Take these steps to maintain your integrity in a social media environment that can get heated.

4 ways to successfully prepare your firm for big tech changes
NEWS OPINION DEC 30, 2015
4 ways to successfully prepare your firm for big tech changes

Understanding how you work with your technology today will ensure you understand the impact of the changes you are planning.

Setting adviser social media resolutions for the new year
NEWS OPINION DEC 15, 2015
Setting adviser social media resolutions for the new year

Now is the time to determine marketing strategies to achieve your goals in the coming year.

NEWS OPINION DEC 09, 2015
The secret to keeping family money

Building family unity correlates directly to maintaining family wealth — and communication about money should start early.

NEWS OPINION DEC 08, 2015
Estate plans require a fresh look

Thinking around bequests shifts as capital gains tax and estate tax exemption rise

NEWS OPINION DEC 06, 2015
Set one clear annual goal to help you and your team stay focused

There's no magic ticket to growth, but the best route is identifying what you do best and continuing to find ways to do it better

NEWS OPINION DEC 04, 2015
3 steps to get going on harvesting those tax losses

This year's spike in equity market volatility creates fertile ground for the strategy. Plus, check out our <a href="//www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">special report on tax and estate planning</a>.

NEWS OPINION DEC 03, 2015
The goal-setting process Warren Buffett uses to say 'no' and achieve more

Top producers focus on a small number of priorities until they are fully implemented and producing results.

NEWS OPINION NOV 28, 2015
Envestnet's Hardwick: Women need support at work and at home in order to succeed

The executive credits strong mentors and her husband for the success she has achieved today.

Cybersecurity for the insecure RIA
NEWS OPINION NOV 19, 2015
Cybersecurity for the insecure RIA

Ways to prevent a bad outcome when examiners come to assess your cybersecurity efforts

NEWS OPINION NOV 15, 2015
Don't tune out crowdfunding

Advisers will need to stay current during the evolution of this new retail-level private equity market

NEWS OPINION NOV 08, 2015
Richard Ketchum's Finra heir must prioritize investors

Must make it clear that investors come first, not the firms being regulated

NEWS OPINION NOV 01, 2015
The next few years are going to hurt

If advisers think GDP growth is going to remain low, their first step should be to lower client expectations about investment returns.

The 6 smart questions you should ask recruiters before switching broker-dealers
NEWS OPINION OCT 29, 2015
The 6 smart questions you should ask recruiters before switching broker-dealers

It's a familiar scenario. After months (and in some cases years) of contemplation, research and discussions, an adviser has finally decided to switch firms. The adviser is ready to engage with the prospective firms and their recruiters. Now what?

NEWS OPINION OCT 28, 2015
Redefining an accredited investor