Opinion

Displaying 2102 results
9 steps to protect your financial future after a divorce
NEWS OPINION MAY 11, 2014
9 steps to protect your financial future after a divorce

Gray divorce and its financial implications: The rising number of splits later in life means that untangling the assets is more complicated

NEWS OPINION MAY 04, 2014
Industry group blasts editorial about nontraded REITs

Plus, another editorial on requiring broker background checks raises new questions.

NEWS OPINION APR 27, 2014
A report that just gets more special

NEWS OPINION APR 17, 2014
Surprise! Tax cheats will pay if you ask them to

The winning tactic: a short letter explaining that delinquency is not the norm.

NEWS OPINION APR 15, 2014
As clients' time gets crunched, video conferencing grows up

The requisite in-person client meeting has given way to more frequent virtual meetings; many services are available to provide the technology.

NEWS OPINION APR 14, 2014
9 apps to make you even smarter with money

These web sites use lessons from behavioral finance to help you invest, meet your goals, and even reduce your power bills.

NEWS OPINION APR 10, 2014
4 reasons people make bad investment choices

Fear of loss may turn you into the biggest loser

NEWS OPINION APR 08, 2014
Don't let high-frequency trading fear overtake clients

NEWS OPINION MAR 28, 2014
Can Finra serve investors and the industry?

NEWS OPINION MAR 23, 2014
Mary Beth Franklin: Making tough decisions to fix Social Security

With gridlock in Washington, a new policy simulation tool lets citizens design a package of reforms.

NEWS OPINION MAR 20, 2014
Don't be that guy on Facebook

NEWS OPINION MAR 16, 2014
Don't monkey around with IRAs

NEWS OPINION MAR 14, 2014
Don't just throw bodies at the problem

NEWS OPINION MAR 12, 2014
Giving advisers a better read

NEWS OPINION MAR 09, 2014
Finra playing its CARDS right

NEWS OPINION MAR 09, 2014
Finra diversity event closed to the press

NEWS OPINION MAR 05, 2014
Corporate First Amendment rights belong to the shareholders

NEWS OPINION MAR 03, 2014
How to generate more CPA referrals

To be referable to the clients of CPAs, you need to be recognized as being a top 2% financial adviser. Are you?

NEWS OPINION FEB 27, 2014
7 tips for marketing to physicians

Why is now a good time to consider marketing to physicians? Frankly, because many physicians qualify as high-net-worth investors and have cash to invest.

NEWS OPINION FEB 23, 2014
How to prep for a broker-dealer change

While financial advisers evaluate the offerings of a new broker-dealer, firms are taking a hard look to ensure an adviser is a good fit for them.