Opinion

Displaying 2109 results
Don't let your business go down in flames like Kodak
NEWS OPINION APR 17, 2015
Don't let your business go down in flames like Kodak

Insights from Peter Diamandis, the renowned pioneer in innovation, who is CEO of the X PRIZE Foundation.

Steps to maximize the power of Twitter for your advice firm
NEWS OPINION APR 13, 2015
Steps to maximize the power of Twitter for your advice firm

With compliance reins loosening, the social media platform can be a business booster.

NEWS OPINION APR 09, 2015
Bonus disclosure deserves second look

Finra should seriously consider suggestions for changes to its proposed broker bonus disclosure rule.

NEWS OPINION APR 08, 2015
Help clients make the most of tax season

Tax season is the perfect time to help clients take a look back — and ahead — in order to address their retirement plans.

Using LinkedIn to generate leads
NEWS OPINION MAR 25, 2015
Using LinkedIn to generate leads

Create a system for using the social media site to gain introductions to your target prospects.

NEWS OPINION MAR 22, 2015
Prepping your firm for sale

Owners who want to sell must do their homework and put in the difficult effort to prepare for sale

NEWS OPINION MAR 20, 2015
Our inaugural 40 Under 40

NEWS OPINION MAR 17, 2015
Money Milestone: Five questions to ask before buying a vacation home

More families are buying second houses as escapes, not as investments. One important question: Will the house still be a pleasure as you age?

NEWS OPINION MAR 15, 2015
What was NAPFA thinking?

Bert Whitehead's exit suggests NAPFA can't stand disagreement in its upper ranks

NEWS OPINION MAR 15, 2015
Little-used adjustment may bring big savings

There are many ways people are overpaying and leaving money on Medicare's table.

How firms document risk management and suitability practices needs to change
NEWS OPINION MAR 12, 2015
How firms document risk management and suitability practices needs to change

Advisers need scalable, standardized and easily supervised risk management systems in light of increased regulatory scrutiny

4 ways cash drags down investors' portfolios
NEWS OPINION MAR 09, 2015
4 ways cash drags down investors' portfolios

Betterment's director of behavioral finance and investing says cash isn't a good investment for anything other than the very short term.

The big succession planning questions RIAs need to answer immediately
NEWS OPINION MAR 08, 2015
The big succession planning questions RIAs need to answer immediately

Determine the fate and future of your business before the regulators force you to do so

NEWS OPINION MAR 06, 2015
Get the conversation started on LinkedIn

Social media site offers many ways to get a real dialogue going with members of your network.

NEWS OPINION MAR 04, 2015
An important truth about the adviser-client relationship: Your clients own you

Clients are yours to lose, so provide good advice to your clients will stick around

NEWS OPINION MAR 01, 2015
Heading to court, but which one?

Increasing transparency would go a long way in deflecting criticism that the SEC steers cases to its owns judges

NEWS OPINION FEB 22, 2015
Robo-adviser frenzy: Apocalypse or rerun?

What tax professionals' experience says about the future for financial advisers

How to better estimate life expectancy
NEWS OPINION FEB 22, 2015
How to better estimate life expectancy

Gauging how long your clients will live has major consequences for retirement planning.

NEWS OPINION FEB 19, 2015
Social media roadblocks need to be removed

As social becomes more relevant to advisers' practices, regulators need to get out of the way

NEWS OPINION FEB 08, 2015
In unity there is strength

Relying on a custodian — no matter how well intentioned — to take the lead in lobbying is not a sound idea