Opinion

Displaying 2102 results
NEWS OPINION JUL 16, 2014
How advisers will communicate with clients in five years

Video conferencing, text messaging and more robust online services will define the way advisers interact with clients in the future.

NEWS OPINION JUL 16, 2014
Five steps to protect your wealth after you sell your company

You can keep your personal finances from taking a back seat to the transaction, but your window of time is limited after you sign a letter of intent

NEWS OPINION JUL 13, 2014
Long-term-care options have evolved

Much has changed in the past two decades when it comes to long-term-care options and how to fund them. Baby boomers and subsequent generations will need to plan for long-term care in a different way than their parents in light of factors such as longer life spans, the uncertain future of entitlement benefits and rapidly rising medical costs.

NEWS OPINION JUL 13, 2014
Advisers getting the tech message

Social Security delay? The numbers don't lie
NEWS OPINION JUL 01, 2014
Social Security delay? The numbers don't lie

Financial advisers often ask me how they can persuade their clients to delay collecting Social Security benefits.

NEWS OPINION JUN 27, 2014
Fiduciary case law provides insight

NEWS OPINION JUN 25, 2014
Managing your social media on the move

Advisers can make time and save time with outstanding mobile apps to help them fit social media into their busy schedules.

NEWS OPINION JUN 22, 2014
Industry preparing for an adviser SRO

NEWS OPINION JUN 16, 2014
Creating a careful work/play balance

But this stark contrast between business and structured enjoyment reveals something really important about the culture in which we operate.

NEWS OPINION JUN 08, 2014
Best is yet to come with 40 Under 40

NEWS OPINION JUN 08, 2014
What's your acquisition strategy?

Key points every adviser should keep in mind when considering to buy or not to buy.

NEWS OPINION JUN 05, 2014
How to prepare now for a better tax year in 2014

The window of opportunity to work with accountants on tax planning for this year is open, but not for long.

Ways to help divorcing clients protect their assets
NEWS OPINION JUN 04, 2014
Ways to help divorcing clients protect their assets

Advisers don't have to be divorce experts to help clients take these necessary steps

NEWS OPINION JUN 04, 2014
How to respond to the unexpected call from a recently widowed client

Follow these six steps to make sure you adequately address the needs of grieving clients

NEWS OPINION MAY 29, 2014
You have found your first CPA partner … Now what?

Now that you've made the decision to form a revenue-sharing relationship with an accountant, attorney, a P&C firm, or a bank/credit union professional partner, you are undoubtedly thinking about the first steps you should take in establishing this new relationship.

NEWS OPINION MAY 29, 2014
How to use CPAs to attract new business

Though the trend of CPAs seeking financial advisory licenses does exist, many successful CPAs believe partnering with top financial advisers is their best way to bring optimum services to their clients.

NEWS OPINION MAY 25, 2014
Rethinking traditional risk questionnaires

There are other, more effective approaches to helping clients realistically assess their risk tolerance

NEWS OPINION MAY 23, 2014
How much would you pay for a safer car?

A cost-benefit analysis of a new regulation came up short when it only counted dollars. Then, regulators asked how much more a young child's life is worth.

NEWS OPINION MAY 19, 2014
Twitter evolving; you should, too

Emphasizing visual content will help improve user experience and further drive engagement.

NEWS OPINION MAY 16, 2014
Why income inequality doesn't matter

The rational case for focusing not on the wealth divide, but on our ability to provide decent opportunities and minimum security for all.