Opinion

Displaying 2173 results
How innovations in non-listed REIT redemption programs meet investor needs
OPINION MAY 23, 2023
How innovations in non-listed REIT redemption programs meet investor needs

The new generation of nontraded REITs has been designed with monthly or quarterly repurchase limits to align the interests of stockholders with the less liquid nature of the assets.

By Anya Coverman
Value exchange runs deeper for independent wealth managers
OPINION MAY 17, 2023
Value exchange runs deeper for independent wealth managers

A successful value exchange requires a demonstration of worth as a matter of consistent policy and procedure to build the trust needed to improve the client’s financial well-being.

By Gordon Abel
Spring cleaning: Letting go of clients who no longer fit your firm
OPINION MAY 15, 2023
Spring cleaning: Letting go of clients who no longer fit your firm

The majority of advisors have some clients who are unprofitable or no longer a good fit for them.

By Mike Watson
Guaranteed lifetime income products mark a new era of retirement plan design
OPINION MAY 11, 2023
Guaranteed lifetime income products mark a new era of retirement plan design

Fifty years after the passage of ERISA, the insurance industry has come to the rescue with solutions that allow retirement plans to address the problem of decumulation.

By Mitchell Shames
Creating an equity ownership track: Look before you leap
OPINION MAY 10, 2023
Creating an equity ownership track: Look before you leap

While the economics have to work for the owners and partners of the firm, they have to make sense for the next-gen advisors, too.

By Kristine McManus
Tax expertise opens the door to wealth advisory careers
OPINION MAY 10, 2023
Tax expertise opens the door to wealth advisory careers

Accounting firms are expanding rapidly into wealth management. But can tax and audit experts transition to financial advisory careers?

By Bonnie Buol Ruszczyk
Unflinching guidance is your ultimate fiduciary duty
OPINION MAY 10, 2023
Unflinching guidance is your ultimate fiduciary duty

The longer the bear market continues, the more likely your clients will be to abandon their financial plans, sell their growth assets, and potentially impair their financial futures.

By Scott Hanson
5 tax planning strategies to consider in the wake of Tax Day
OPINION MAY 08, 2023
5 tax planning strategies to consider in the wake of Tax Day

What better time to work with your clients on positioning their portfolios for a better after-tax outcome than when paying taxes is fresh on their mind?

By Rob Kuharic
The Bud Light case for ESG
OPINION MAY 05, 2023
The Bud Light case for ESG

The 'anti-woke' crowd found a boogeyman in Anheuser-Busch just as it has with ESG broadly.

By Emile Hallez
ESG could have saved Silicon Valley Bank
OPINION MAY 05, 2023
ESG could have saved Silicon Valley Bank

One of the nation’s largest banks experienced a series of governance lapses that resulted in the mismanagement of interest-rate risk.

By Andrew Siwo
The problem with the SEC's deluge of rule proposals
OPINION MAY 03, 2023
The problem with the SEC's deluge of rule proposals

The pace and breadth of the agency's current rulemaking is not allowing for constructive criticism from the people implementing the rules.

By Dale Brown
Why the ESG backlash has little effect on corporations
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
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
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
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
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
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
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
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
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