Opinion

Displaying 2102 results
NEWS OPINION AUG 19, 2009
A Conversation in Sarch's office. In 2016. (Part 1)

Hold onto your books. Because Management is not what is used to be--Or will be.

NEWS OPINION AUG 18, 2009
Windows 7: What advisers need to know

Microsoft's latest operating system will become available to advisers and the rest of the world Oct. 22. The system will grace the shelves of retailers in all its shrink-wrapped glory, but most folks will be buying it pre-installed on new desktop or laptop PCs. Experts believe that the buy-it-installed route is the way most users,

NEWS OPINION AUG 16, 2009
The process of picking a co-fiduciary

By definition, prudence involves the exercise of skill and good judgment in the use of resources. It is a core fiduciary duty.

NEWS OPINION AUG 13, 2009
Wirehouse Woes

The Four Remaining Wire Houses Will Succeed or Fail Based on How Well They Address These Three Things

NEWS OPINION AUG 10, 2009
Note to Compensation Czar: The Best Performers ALWAYS Have Choices

Top earners are being given a major reason to look elsewhere

NEWS OPINION AUG 04, 2009
Krawcheck in; Sontag Out

Is this a good trade for Merrill Advisors?

NEWS OPINION AUG 03, 2009
Contract Renege? Say it Ain't so!

NEWS OPINION JUL 30, 2009
Fire, reload, Re-Hire

Wow, I read this morning that Merrill Lynch has already started aggressively hiring trainee Financial Advisors

NEWS OPINION JUL 28, 2009
Whatever happened to confidentiality?

NEWS OPINION JUL 23, 2009
Myths, lies and recruiting truisms

Veteran recruiter Danny Sarch kicks off his exclusive <i>InvestmentNews</i> blog by debunking what passes for conventional wisdom in the world of broker and adviser hiring.

NEWS OPINION JUL 16, 2009
Should clients annuitize their retirement assets?

With the decline in the stock market over the last year, there is renewed interest in lifetime income guarantees for retirees. So, does it make sense to annuitize retirement money or roll the dice with market based returns?

NEWS OPINION JUL 12, 2009
It's time to rethink retirement plans

An investment fiduciary's duty of loyalty demands that the investor's best interests guide the decision-making process.

BRIC group offers opportunities
NEWS OPINION JUL 12, 2009
BRIC group offers opportunities

The BRIC group &#8212; Brazil, Russia, India and China &#8212; for a number of years has functioned as a proxy for large developing markets with an attractive long-term return potential.

NEWS OPINION JUL 01, 2009
Frozen 401(k) matches are discouraging employees from contributing

NEWS OPINION JUN 07, 2009
How deep is the investment canyon?

On a recent trip to Singapore, my wife and I took a cable car ride between two islands.

NEWS OPINION JUN 07, 2009
SEC's Aguilar urges fiduciary standard

In my last Fiduciary Corner column, I wrote about the significant benefits that would result if, as a result of regulatory reform, all who provide financial advice &#8212; including broker-dealer representatives &#8212; are held to the fiduciary standard of care established under current laws.

NEWS OPINION JUN 04, 2009
It's prudent not to count on Medicare and Social Security benefits in retirement planning

Two of the primary pillars of retirement security are not just on the ropes, but actually on life support.

NEWS OPINION MAY 21, 2009
Diversity is still king for portfolio protection

Safety and security for retired investors have been overrated, and we need to think differently about these concepts and about diversification.

NEWS OPINION MAY 18, 2009
Summer client events that generate referrals

Summertime is coming up quickly and you know you want to hold client events, however you don't have the staff or budget available in the past. How can you create events that will impress clients and gain referrals?

NEWS OPINION MAY 10, 2009
How a 'universal' fiduciary standard would change how financial advisers do business

Some time ago, a reporter asked me a simple yet profound question: &#8220;If everyone providing investment advice were held to a fiduciary standard of care, how would things be different than they are today?&#8221;