Opinion

Displaying 2109 results
Minimizing global investment risk
NEWS OPINION MAY 03, 2012
Minimizing global investment risk

Investment advisers and their clients once again have turned to emerging markets as they scour the globe chasing higher returns.

NEWS OPINION APR 19, 2012
Tuning up implementation of modern portfolio theory

The problem isn't with MPT but with the way it has been implemented

NEWS OPINION APR 15, 2012
Centralizing retirement accounts

Mom's adviser actually listened to her
NEWS OPINION APR 11, 2012
Mom's adviser actually listened to her

My parents were married for 56 years, so when my dad passed away in 2006, it was no surprise that my mom suddenly found herself lost and alone.

NEWS OPINION APR 10, 2012
Fiduciary standard doesn't raise costs: Study

NEWS OPINION APR 08, 2012
Going beyond a shameless plug

More than a wrist slap needed for insider traders
NEWS OPINION MAR 20, 2012
More than a wrist slap needed for insider traders

Raj Rajaratnam, the hedge fund tycoon convicted of conducting the world's biggest insider-trading scheme, faces sentencing Oct. 13

NEWS OPINION MAR 18, 2012
Why housing deserves another look

As the housing market starts to recover, advisers and investors might want to reconsider portfolio allocations.

NEWS OPINION MAR 11, 2012
Gathering information to improve service

NEWS OPINION MAR 06, 2012
Why advisers aren't true professionals

NEWS OPINION MAR 04, 2012
Leveraging retirement fee disclosure rules

NEWS OPINION FEB 14, 2012
Catch-up contributions help retirement

NEWS OPINION FEB 09, 2012
Why Merrill Lynch's small-account penalty is a big mistake

New policy could sour relationships in a business built on relationships; from small acorns ...

NEWS OPINION FEB 09, 2012
Why this is a golden age of opportunity for financial advisers

NEWS OPINION JAN 08, 2012
Using employer stock in qualified plans

Advisers' altruism is an inspiration
NEWS OPINION DEC 14, 2011
Advisers' altruism is an inspiration

Working with the Invest in Others Charitable Foundation over the past five years has given me a chance to witness the selflessness of people in the financial services industry

Three cheers for two brave judges
NEWS OPINION DEC 01, 2011
Three cheers for two brave judges

Richard J. Holwell and Jed Rakoff, U.S. District Court judges for the Southern District of New York, deserve our praise.

NEWS OPINION NOV 28, 2011
High standards are needed for those we trust

Trusting people carries risks. Finding better ways to mitigate and manage these risks is a continuing challenge for individuals, institutions and society at large. Sometimes, however, the best learning opportunities arise when trust breaks down

NEWS OPINION NOV 16, 2011
Insights into the annuity puzzle

There is now substantial literature on the behavioral economics of retirement saving, which has stressed that both behavioral and institutional factors play an important role in determining saving accumulations

NEWS OPINION NOV 03, 2011
Making the most of LinkedIn

Have you ever received a LinkedIn connection request from someone and wondered, “Who the heck is this person?”