Opinion

Displaying 2109 results
NEWS OPINION AUG 03, 2014
A topic even more delicate than death

NEWS OPINION JUL 30, 2014
How to create a culture of success at your firm

Successful firms intentionally cultivate a culture that provides support and opportunities for their employees to thrive, their businesses to grow, and for their clients to become advocates.

NEWS OPINION JUL 27, 2014
New look, new era for InvestmentNews

NEWS OPINION JUL 27, 2014
One hand washed the other - until now

NEWS OPINION JUL 25, 2014
Which counts more — being rich or smart?

Increasing the net-worth threshold to account for inflation would be a minimum step toward updating the definition.

What constitutes a niche practice?
NEWS OPINION JUL 20, 2014
What constitutes a niche practice?

Five questions to determine if you have an effective strategy to serve your target market

NEWS OPINION JUL 20, 2014
Happy anniversary, Dud-Frank law

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