Opinion

Displaying 2102 results
NEWS OPINION DEC 19, 2013
Optimizing tax-loss harvesting

Crucial blocking and tackling for financial advisers

NEWS OPINION DEC 15, 2013
Bill to fund exams should get full hearing

NEWS OPINION DEC 08, 2013
Duty on company stock needs clarity

NEWS OPINION DEC 05, 2013
Designing your atmosphere on social media

NEWS OPINION DEC 01, 2013
Mapping out next year's game plan

This year has been great for stocks — far better than most investment gurus predicted. In fact, if the S&P 500 finishes the year about where it's been recently, it could be among the top 15 years for performance since 1928. So what will 2014 bring? Time to talk with your clients.

NEWS OPINION NOV 17, 2013
Wall Street loving IBDs and their nontraded REITs

Wall Street continues to intensify its loving gaze on independent B-Ds and the hot alternative investments those firms are selling a ton of: nontraded REITs.

NEWS OPINION NOV 17, 2013
Seeing old friends, meeting new ones

NEWS OPINION NOV 10, 2013
New talent abounds at InvestmentNews

NEWS OPINION NOV 10, 2013
Twitter IPO: Smart money on the sidelines

NEWS OPINION NOV 10, 2013
All veterans have made sacrifices

If you are looking for military veterans to thank for their service on Veteran's Day, chances are you won't have to look far.

NEWS OPINION NOV 05, 2013
Get serious about preparing for cybercrime

NEWS OPINION NOV 03, 2013
Let the DOL act on fiduciary

Last week, the House of Representatives approved a bill that would stall a final rule on establishing a fiduciary standard for retirement plan advisers. With any luck, that's as far as this legislation gets.

BondDesk forms partnership with rival Trade West Systems
NEWS OPINION NOV 01, 2013
BondDesk forms partnership with rival Trade West Systems

Even big name bond advocates like A. Gary Shilling or Robert Arnott would have difficulty arguing that bond market performance over the last 30 or 40 years was likely to repeat itself.

Has the glass ceiling in financial services really been broken?
NEWS OPINION OCT 30, 2013
Has the glass ceiling in financial services really been broken?

Joe Duran says the financial services industry has been guided by calculable and analytical thinking and driven by results. That has led to a bias toward a certain kind of employee.

NEWS OPINION OCT 27, 2013
Seinfeld star's adviser sued

Adviser to the stars Bambi Holzer is facing the wrath of regulators for allegedly lying to one of her former firms. Bruce Kelly tells the story.

NEWS OPINION OCT 27, 2013
DOJ punishing JPMorgan shareholders

Approach smacks of taking the easy out while extracting a pot of money from JPMorgan's shareholders.

NEWS OPINION OCT 23, 2013
Screen-sharing tools improve communication

NEWS OPINION OCT 20, 2013
How to build the perfect niche

For a niche market, you're searching for something more than merely any individual with X number of assets. You're looking for a segment that is receptive to a tailored marketing and advising approach that both educates and meets the needs of the individuals.

NEWS OPINION OCT 20, 2013
Choosing your broker-dealer wisely

It isn't about which broker-dealer is 'best,' but rather which is the best match for an adviser's business.

NEWS OPINION OCT 16, 2013
Advisory industry shines, but there's work ahead