Opinion

Displaying 2163 results
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

By Jim Pavia
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.

By Brad McMillan
NEWS OPINION MAR 11, 2012
Gathering information to improve service

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

By MFXFeeder
NEWS OPINION MAR 04, 2012
Leveraging retirement fee disclosure rules

By Blaine F. Aikin
NEWS OPINION FEB 14, 2012
Catch-up contributions help retirement

By Lule Demmissie
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 ...

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

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

By MFXFeeder
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

By Jim Pavia
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.

By Jim Pavia
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

By Blane F. Aikin
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

By Shlomo Benartzi
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?”

By Kristin Andree
NEWS OPINION OCT 30, 2011
Developing a better yardstick

Social media has taken over the world — or so it seems — and financial services firms are being pulled into the mix, albeit kicking and screaming. The truth is, if a company wants to remain competitive in this digital age, social media must be a strategic part of its overall marketing plan

By Kristin Andree
NEWS OPINION OCT 30, 2011
New concerns for retirement plan providers

For providers of financial services to Employee Retirement Income Security Act of 1974 plans, fees are a double-edged sword

By Blaine F. Aikin
NEWS OPINION OCT 28, 2011
About the Merrill Lynch Reorg

By Danny Sarch
Many black swans make the metaphor meaningless
NEWS OPINION OCT 06, 2011
Many black swans make the metaphor meaningless

The black swan was meant to be a rallying cry for preparedness. Instead it has become the opposite: a loathsome excuse for lack of planning by those who should know better.

By Bloomberg
NEWS OPINION OCT 02, 2011
Proxy voting lets fiduciaries use power

By MFXFeeder
NEWS OPINION SEP 19, 2011
Regions Bank: The Morgan Keegan conundrum

By Bloomberg