Opinion

Displaying 2102 results
NEWS OPINION FEB 16, 2014
A thaw in Washington?

Any hope that Congress is putting partisan squabbles aside to move the country forward on important issues needs to be confirmed with solid proof.

NEWS OPINION FEB 14, 2014
Advisers star in 'Practice Makeover' video series

Coaches and experts help tackle problems making business — and life — a tough slog

NEWS OPINION FEB 14, 2014
Helping clients in times of grief

Working with clients during these challenging times requires special sensitivity

NEWS OPINION FEB 14, 2014
Adapt or die: 5 ways advisers must embrace change

Reasons for a company's failure are complex, but underlying them often is a basic refusal to embrace critical changes in technology and consumer preferences

NEWS OPINION FEB 09, 2014
Regulators' uphill battle for illiquid investment transparency

Shedding light on illiquid investments should be a priority for the investment advice industry, but confusing disclosures and related-party transactions will pose unique challenges.

NEWS OPINION FEB 02, 2014
Did January set the tone for 2014?

2014 is likely to be bumpier than 2013, with clients likely to need more hand-holding from advisers, meaning it isn't too early to begin.

NEWS OPINION JAN 28, 2014
Joe Duran: Are you 'living the why?'

In the wake of Mohamed El-Erian's surprising departure from Pimco, Joe Duran began to ask himself what makes people change course, what motivates people to change and to question the purpose that drives all of us in our daily lives.

NEWS OPINION JAN 27, 2014
RIAs and IBDs: Looking beyond acronyms to defend common interests

While the differences between registered investment advisers and the independent broker-dealers are certainly real, all of us in this industry benefit when we pull together to represent our common interests in our interactions with regulators, according to FSI's Dale Brown.

NEWS OPINION JAN 27, 2014
How to outperform using boring old index funds

Hint: You've always had it in you.

NEWS OPINION JAN 27, 2014
Adapt or die: Attracting Gen X and Gen Y clients

Generations X and Y are about to accumulate millions of dollars on their own, and inherit trillions from their parents. These families will need advisers. Are you prepared to serve them?

NEWS OPINION JAN 26, 2014
Be a fiduciary: Plan your succession

New resolution: Avoid the decisions that are killing your portfolio
NEWS OPINION JAN 23, 2014
New resolution: Avoid the decisions that are killing your portfolio

Here's why one behavioral finance expert says all of those market prognosticators are wrong.

NEWS OPINION JAN 22, 2014
Nicholas Schorsch: bigger than life, and not finished yet

Despite an acquisition spree, REIT czar Nicholas Schorsch insists that his goal is not to get bigger — it's to get better.

NEWS OPINION JAN 19, 2014
SEC must step up, whatever its funding

NEWS OPINION JAN 19, 2014
Praise the news gods

NEWS OPINION JAN 15, 2014
How financial advisers should focus their core values

The most important stake that you'll drive into the ground in support of your company's foundation should be comprised of your core values. But what exactly are these core values, and when it comes to developing them, who precisely should they be created for?

NEWS OPINION JAN 13, 2014
Work with clients to get 360-degree view of their financial situation

A complete, real-time picture of a client's assets is critical for advisers to successfully retain clients, increase assets under management and attract new clients.

NEWS OPINION JAN 06, 2014
A day in the life of a Gen Y financial planner

For Mary Beth Storjohann, one of the best parts about being a young, independent RIA is being able to make her own schedules, which allows her to be flexible in meeting with clients and in living a balanced life. Check out how she does it.

NEWS OPINION JAN 05, 2014
Fed lessons for Janet Yellen

NEWS OPINION JAN 02, 2014
2014 countdown: 14 critical mistakes advisers will make next year

From ignoring social media to being unable to delegate, here are traps advisers need to avoid in 2014 if they want any chance to thrive