Opinion

Displaying 2142 results
Why the ESG backlash has little effect on corporations
NEWS OPINION MAY 03, 2023
Why the ESG backlash has little effect on corporations

Politicians' manufactured controversies are having minimal impact in boardrooms.

By Carolyn Berkowitz
When the going gets tough, the tough get EPIC
NEWS OPINION MAY 02, 2023
When the going gets tough, the tough get EPIC

Amid volatile markets, it's important that financial professionals provide clients with Empathy, Perspective, Insights and Choices.

By Ryan Sullivan
The superiority of the fee-based compensation model
NEWS OPINION APR 26, 2023
The superiority of the fee-based compensation model

The preeminent conflict of the commission-based model is that it forces you to put the pursuit of new clients ahead of serving your existing ones.

By Scott Hanson
Advisors want to use alternatives. Here are 3 reasons they aren't
NEWS OPINION APR 26, 2023
Advisors want to use alternatives. Here are 3 reasons they aren't

The investments may fit the times, but lack of choice and transparency, and liability fears help explain why some are dissatisfied with the offerings.

By Matt Schiffman
How model portfolios help advisors improve the client experience
NEWS OPINION APR 25, 2023
How model portfolios help advisors improve the client experience

Here’s a look at the four primary ways in which model portfolios can benefit an advisory firm’s growth goals.

By Josh Schwaber
Want to keep your job? Learn to embrace AI
NEWS OPINION APR 24, 2023
Want to keep your job? Learn to embrace AI

The rise of AI doesn't have to mean you're about to be obsolete. Instead, this latest tech could become your most productive business builder.

By Ric Edelman
How advisors can better understand their scale and capacity
NEWS OPINION APR 19, 2023
How advisors can better understand their scale and capacity

Pruning less than ideal clients can often lead advisors to breakthroughs in growth because they have more time to focus on other activities.

By Kristine McManus
To close opportunity gaps, focus on investment education
NEWS OPINION APR 13, 2023
To close opportunity gaps, focus on investment education

Educating Americans about how to participate in capital markets, build wealth and ensure their financial security requires an early start and meeting them where they are.

By Melanie Mortimer
Don't discourage potential savers with misleading math
NEWS OPINION APR 12, 2023
Don't discourage potential savers with misleading math

Scolding Americans about lost opportunity only discourages them from starting now to save and invest.

By Joanne Cleaver
Employees are a key piece of the succession puzzle
NEWS OPINION APR 11, 2023
Employees are a key piece of the succession puzzle

Along with price and client care, the process of integrating team members into the acquiring firm offers challenges as well as upside.

By Chris Brown
The 5-minute rule for evaluating alternative investments
NEWS OPINION APR 10, 2023
The 5-minute rule for evaluating alternative investments

Advisors evaluating alts for their clients should focus on what clients want to achieve as part of a well-diversified portfolio and understand their clients' cash flow requirements.

By Jenny Zhan
3 effective ways for advisors to engage with, and win over, the next generation
NEWS OPINION APR 07, 2023
3 effective ways for advisors to engage with, and win over, the next generation

Most financial advisors aren't prepared for the next generation, and many wealthy heirs will be looking to move.

By Kristian Borghesan
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.

By Nancy Leizman
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.

By Ali Criss-Kemp
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.

By Andy Kunzweiler
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.

By Scott Hanson
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.

By Francis Geeseok Oh
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.

By Ian Simm and Joe Keefe
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.

By Michael Nessim
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.

By Nageswar Cherukupalli