Opinion

Displaying 2102 results
NEWS OPINION MAY 04, 2009
Keeping clients on track for retirement

NEWS OPINION APR 20, 2009
Use technology to streamline client communications

To communicate with both ends of the client spectrum, top advisers employ technology to make processes predictable, sustainable and repeatable

NEWS OPINION APR 17, 2009
Now may be the time to buy that vacation home

NEWS OPINION APR 12, 2009
For fiduciaries, loyalty is everything

Woodrow Wilson may have been right when he said, "Loyalty means nothing unless it has at its heart the absolute principle of self-sacrifice."

NEWS OPINION APR 06, 2009
Memo to SEC, DOL: Regulate target date funds — now

NEWS OPINION APR 05, 2009
Crisis challenges long-held investing truths

Two important lessons of the current bear market are that stocks don't always outperform bonds over significant time periods and that investors can't assume a 10% annual return over the long run.

NEWS OPINION APR 05, 2009
Some good news for Madoff victims

The release of Internal Revenue Service Ruling 2009-9 and Revenue Procedure 2009-20 be-fore the April 15 filing deadline has granted timely guidance to victims of Bernard Madoff.

NEWS OPINION MAR 29, 2009
Outrage, yes; tax law, no

The Obama administration and Congress should immediately halt any effort to assess a punitive tax on bonuses paid this year by companies that received bailout funds from the Troubled Asset Relief Program.

NEWS OPINION MAR 22, 2009
SEC should modify plan to contact clients

The Securities and Exchange Commission's move to expand its examinations of advisory firms to include going directly to clients for verification of their assets managed by advisers raises legitimate concerns.

NEWS OPINION MAR 20, 2009
Markets offer younger investors a great opportunity

NEWS OPINION MAR 15, 2009
Time to embrace fiduciary standard

A consensus is forming that financial regulatory reform should include provisions to require anyone providing advice to adhere to a fiduciary standard of care.

NEWS OPINION MAR 15, 2009
Custodial services for alternatives require hands-on approach

Fed up with the recent volatility in publicly traded stocks and mutual funds, some sophisticated investors are looking to alternative investments for portfolio diversity and enhanced returns.

NEWS OPINION MAR 15, 2009
Advisers will triumph over disappointment

It isn't surprising that, as reported in InvestmentNews last week, many financial planners and advisers are feeling stressed and depressed.

NEWS OPINION MAR 08, 2009
Obama's proposed budget poses challenges for advisers

President Obama's proposed budget for the 2010 fiscal year and projections for the next 10 years provide a clear road map for financial planners and investment advisers.

NEWS OPINION MAR 08, 2009
Making most of excess capital losses

Since the market has devastated portfolios, many investors find themselves with substantial capital losses.

NEWS OPINION MAR 06, 2009
‘Reset’ Social Security and collect more

NEWS OPINION MAR 01, 2009
Nationalization should be last resort

President Obama and Treasury Secretary Timothy Geithner are resisting calls for the nationalization of Citigroup Inc. and perhaps other large banks.

NEWS OPINION FEB 22, 2009
Credit-rating system needs overhaul

Many aspects of the U.S. financial system must be reformed in the wake of the financial crisis.

NEWS OPINION FEB 20, 2009
Should you dump mutual funds in favor of ETFs?

NEWS OPINION FEB 15, 2009
It's time to rescue the bank rescue plan

The equity market reacted to Treasury Secretary Timothy Geithner's much-anticipated bank rescue plan last week with a resounding thud.