Opinion

Displaying 2102 results
Women and retirement planning: Walk a mile in her shoes
NEWS OPINION OCT 04, 2015
Women and retirement planning: Walk a mile in her shoes

Book offers advisers insights on connecting with female clients.

NEWS OPINION SEP 25, 2015
Should the Financial Planning Coalition support the DOL's fiduciary proposal?

A two-sided debate about the FPC's stance on the proposed fiduciary rule.

NEWS OPINION SEP 20, 2015
7 risks for retirement income planning

Those entering retirement are crossing the threshold into an entirely foreign way of living, where they are vulnerable to several hazards.

A hands-off investment approach is best — even in volatile markets
NEWS OPINION SEP 18, 2015
A hands-off investment approach is best — even in volatile markets

Money is like soap: The more you touch it, the smaller it gets

Why financial advisers shouldn't ignore millennials
NEWS OPINION SEP 14, 2015
Why financial advisers shouldn't ignore millennials

They're young, they're sharp and they present a huge opportunity for advisers.

NEWS OPINION SEP 13, 2015
Look before you leap. A cliché, but...

Two disparate pieces of recent news highlight the risks of knee-jerk reactions

5 tips to boost advisers' productivity
NEWS OPINION SEP 11, 2015
5 tips to boost advisers' productivity

The farther an adviser gets away from client-related activity, the greater the potential drag on efficiency

Dynasty trust planning: A tax-efficient way to manage wealthy families' assets
NEWS OPINION SEP 09, 2015
Dynasty trust planning: A tax-efficient way to manage wealthy families' assets

It is an estate-planning tool through which a parent's or grandparent's assets can continue to grow indefinitely for future generations without being subject to gift, estate or generation-skipping transfer taxes.

Succession planning through the eyes of a client
NEWS OPINION SEP 08, 2015
Succession planning through the eyes of a client

Some simple math suggests that just 17% of all clients were proactively approached by their adviser to discuss a succession plan

Ask the Adviser: How can I best protect my investments as the markets are sinking?
NEWS OPINION AUG 25, 2015
Ask the Adviser: How can I best protect my investments as the markets are sinking?

Before the stock market begins to decline, investors need to have a set of plans designed to remove emotion from the decision-making process.

NEWS OPINION AUG 24, 2015
Now is not the time to look at 401(k)s

We live in the Internet age, and clients no longer have to wait for a quarterly statement. They can log on right now and look. Tell them not to.

Myths about the Investment Company Act on its 75th anniversary
NEWS OPINION AUG 18, 2015
Myths about the Investment Company Act on its 75th anniversary

It's time to set straight misconceptions about the law that regulates mutual funds and other investment companies.

Identity theft hits home
NEWS OPINION AUG 18, 2015
Identity theft hits home

Here's what one adviser did after her son had his identity stolen.

NEWS OPINION AUG 17, 2015
I'm a salesperson. You should be, too

Being able to persuade people to do what you really believe is in their best interests is very important

Revamp and refresh your online presence
NEWS OPINION AUG 14, 2015
Revamp and refresh your online presence

As summer comes to an end, take some time to revisit web strategies and see if they need an upgrade.

Double whammy: Potential lack of COLA could mean higher Medicare premiums
NEWS OPINION AUG 13, 2015
Double whammy: Potential lack of COLA could mean higher Medicare premiums

If there's no Social Security cost-of-living adjustment, advisers will need to plan for significantly higher health costs for some clients.

Advisers should embrace the digital age and its impact on financial advice
NEWS OPINION AUG 12, 2015
Advisers should embrace the digital age and its impact on financial advice

Robos can be an effective on-ramp for deeper client relationships.

NEWS OPINION AUG 09, 2015
Stock buybacks: Who benefits?

Advisers should thoroughly vet every share repurchase offer in light of each client's unique situation

NEWS OPINION JUL 30, 2015
Analyzing Hillary Clinton's capital gains proposal

If the presidential candidate believes long-term capital gains should be rewarded because they will spur economic growth, she should seek to lower rates, not raise them.

NEWS OPINION JUL 26, 2015
SEC in-house justice system stacks the deck

Too many questionable aspects to the process make it hard to be perceived as fair.