Opinion

Displaying 2102 results
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

NEWS OPINION FEB 06, 2015
How to manage your clients' emotions when market volatility spikes

Volatility at the start of this year has many investors concerned about their exposure to equities, but advisers must put short-term market events in context and keep investors focused.

NEWS OPINION FEB 01, 2015
Responding to regulators' focus on fees

Advisers need to ensure they aren't taking advantage of their clients, either intentionally or unintentionally, and must explain and justify their fees.

NEWS OPINION FEB 01, 2015
An industry leader and 'a good guy'

NEWS OPINION JAN 27, 2015
How to get off to a prosperous start on social media in 2015

Use social media to ensure you're tapping your network to its fullest potential this year

NEWS OPINION JAN 27, 2015
Closed-end funds can offer opportunities, but they come with risks

Not nearly as popular as open-end mutual funds, they provide advantages for long-term investors who can stomach some volatility.

NEWS OPINION JAN 18, 2015
MetLife's challenge a plus, win or lose

NEWS OPINION JAN 11, 2015
A chance to help one of your brothers

Adviser John Hyland dedicated himself to raising funds for acute myeloid leukemia after his aunt died from it. Now he needs your help to battle it himself.