Opinion

Displaying 2090 results
Guiding clients through market volatility and inflation
NEWS OPINION APR 05, 2023
Guiding clients through market volatility and inflation

When things change, recency bias would have us wait rather than move forward.

Financial literacy starts at home
NEWS OPINION APR 05, 2023
Financial literacy starts at home

Treat staff like clients and inform them with the best thinking about financial planning. You'll help them achieve their goals — and yours.

Why you're wrong about direct indexing
NEWS OPINION MAR 30, 2023
Why you're wrong about direct indexing

The strategy is meant to help advisors more precisely tailor a portfolio to a client's unique circumstances.

3 reasons advisory firms don't grow
NEWS OPINION MAR 28, 2023
3 reasons advisory firms don't grow

Some advisors are happy with the status quo, while others dislike the challenge of finding new clients.

Welcome to the golden age of AI
NEWS OPINION MAR 24, 2023
Welcome to the golden age of AI

For financial advisors, artificial intelligence can lead to deeper insights as AI models parse massive data sets, seeking meaningful patterns and signals amid millions of data points.

Assessing risks, opportunities in transition to a more sustainable economy
NEWS OPINION MAR 23, 2023
Assessing risks, opportunities in transition to a more sustainable economy

Analysis of ESG factors is a tool that helps investment managers do a better job of evaluating the opportunities and risks arising from global sustainability challenges.

M&A and succession planning in a time of high inflation, rising rates
NEWS OPINION MAR 22, 2023
M&A and succession planning in a time of high inflation, rising rates

Advisors looking to sell their practices can still get fair value for their life’s work, but they should avoid overly complicated deals and do their homework to find the right buyer.

How financial advisors can capitalize on the metaverse
NEWS OPINION MAR 21, 2023
How financial advisors can capitalize on the metaverse

Here are a few steps to consider before embarking on large-scale investments in the virtual landscape.

How advisors can achieve growth in difficult markets
NEWS OPINION MAR 17, 2023
How advisors can achieve growth in difficult markets

Some advisors experience organic growth even amid challenging markets, realizing that a downturn is a great time to sow seeds for future growth.

Sticking with WORM may leave advisory firms in the dust
NEWS OPINION MAR 15, 2023
Sticking with WORM may leave advisory firms in the dust

The SEC's amendment to rule 17a-4 represents a tremendous opportunity to bring firms' record-keeping systems into the 21st century.

How advisors can avoid their own SVB collapse
NEWS OPINION MAR 13, 2023
How advisors can avoid their own SVB collapse

If you’re not paying close attention to ensure that your clients’ cash is safe, you’re ignoring your fiduciary duty.

Workplace digital tools: Prohibition alone won’t work
NEWS OPINION MAR 10, 2023
Workplace digital tools: Prohibition alone won’t work

The SEC doesn’t care whether advisors or staff are banned from using apps or tools. What’s important to them is that firms fulfill their capture and retention responsibilities.

Women advisors' take on succession planning
NEWS OPINION MAR 08, 2023
Women advisors' take on succession planning

Several unique elements affect women advisors' planning, including a greater focus on the established relationships between staff and clients and on the maintenance of culture within their practice.

Reflections on Michael Kitces’ fintech map
NEWS OPINION MAR 06, 2023
Reflections on Michael Kitces’ fintech map

The expansion of the map over the last five years shows the innovation that's occurring in the fintech sector and the many choices available to advisors.

Striving to win at compassion? You've missed the point
NEWS OPINION MAR 03, 2023
Striving to win at compassion? You've missed the point

As a management tool, compassion is hard to execute and easy to love.

Get back to your roots and market
NEWS OPINION MAR 01, 2023
Get back to your roots and market

As an advisor's client base grows, more of their time is spent servicing existing clients, which leaves little time for finding new ones.

The joy of eliminating write-offs
NEWS OPINION MAR 01, 2023
The joy of eliminating write-offs

A change in cash flow meant it temporarily wasn't worth it to itemize donations of goods and money, a development that provided an unexpected bonus.

Real estate isn't an alternative — it's a core investment
NEWS OPINION FEB 24, 2023
Real estate isn't an alternative — it's a core investment

In 2020, the global real estate market had a value of more than $326 trillion, which is more than the value of all the stocks and bonds in the world.

Student athletes' NIL deals give advisors the ability to create change
NEWS OPINION FEB 23, 2023
Student athletes' NIL deals give advisors the ability to create change

Financial advisors can play an active role in the success of student athletes with name, image and likeness deals, but they need to speak the language of their young clients.

Thank you, SECURE 2.0, for 529-to-Roth IRA rollovers
NEWS OPINION FEB 22, 2023
Thank you, SECURE 2.0, for 529-to-Roth IRA rollovers

While the legislation provides an attractive option for families who end up not needing the money in a 529 plan, it's not clear how many will be eligible to use it.