Opinion

Displaying 2173 results
Aging advisors face a decision: Retire or keep current
OPINION JAN 07, 2025
Aging advisors face a decision: Retire or keep current

For those advisors on Easy Street, it’s time to pass the reins to someone who is on top of their game.

By Scott Hanson
Rethinking Charitable Giving
OPINION DEC 24, 2024
Rethinking Charitable Giving

Here is how advisors can help make more money and experience greater meaning.

By Derrick Kinney
How do your clients judge you?
OPINION DEC 18, 2024
How do your clients judge you?

Think of all the ways your clients interact with you - are you excellent in all these areas?

By Scott Hanson
New year, new ways to track success
OPINION DEC 18, 2024
New year, new ways to track success

From AUM growth to client retention, acquisition, and NIGO rates, it takes a clear-eyed look at the past year's record for advisors to set smart 2025 goals.

By Kristine McManus
Donor-advised fund: Friend or foe?
OPINION DEC 16, 2024
Donor-advised fund: Friend or foe?

Giving offers a route to tax deductions and portfolio diversification.

Getting ready for the future, today
OPINION DEC 16, 2024
Getting ready for the future, today

This is not a “hallucination”, AI is already here and shaping the ways we work and live

How to win in 2025
OPINION DEC 16, 2024
How to win in 2025

Three questions to help you tackle the great disruption in the second half of this decade

By Joe Duran
Does sell and stay really work?
OPINION DEC 06, 2024
Does sell and stay really work?

There are three essential elements you must bring to the table to increase the chances of a successful post-sale career.

By Scott Hanson
The power of cultivating personal connections
OPINION NOV 22, 2024
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

By Kristine McManus
A variety of succession options
OPINION NOV 22, 2024
A variety of succession options

Whichever path you go down, act now while you're still in control.

By Scott Hanson
Finra's fee increase reveals hard of hearing organization
OPINION NOV 19, 2024
Finra's fee increase reveals hard of hearing organization

Like so many bureaucracies, Finra has a tin ear.

By Bruce Kelly
More professional designations mean more success for women advisors
OPINION NOV 19, 2024
More professional designations mean more success for women advisors

For women financial advisors, professional designations are not just credentials to add after their names, they are vital tools that can accelerate success.

After the election duel, stay cool and manage emotions
OPINION NOV 19, 2024
After the election duel, stay cool and manage emotions

Our Women to Watch provided professional pragmatism ahead of what will likely be a stormy four years.

By Editorial
A bumpy start to autumn but more positives ahead
OPINION NOV 18, 2024
A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound

Building a competitive edge: technology as a catalyst for advisor growth
OPINION OCT 30, 2024
Building a competitive edge: technology as a catalyst for advisor growth

Advisors who fear they'll grow obsolete with the rise of apps, AI and algorithms may be missing a future-proofing opportunity.

Time to restore tax deductibility for advice fees
OPINION OCT 29, 2024
Time to restore tax deductibility for advice fees

With the sunsetting of the Tax Cuts and Jobs Act at the end of next year, leaders on both sides of the aisle have an opportunity to make a change for the sake of Main Street investors.

By Dale Brown
Calculating the real cost of free: key considerations for RIAs when assessing advisory partner offerings
OPINION OCT 28, 2024
Calculating the real cost of free: key considerations for RIAs when assessing advisory partner offerings

There's a painfully basic reason why firms going for a bargain-priced platform often end up with less than what they bargained for.

How advisors can fuel growth with client communication
OPINION OCT 24, 2024
How advisors can fuel growth with client communication

Having a well-defined marketing plan can help focus their strategies and tactics – but that's just the start.

By Kristine McManus
More financial advisors can yield more financial security for more Americans
OPINION OCT 20, 2024
More financial advisors can yield more financial security for more Americans

With clients suffering from financial anxiety and advisors approaching a demographic cliff of retirement, growing the pipeline of talent for the future is an industry imperative.

4 preparation strategies to help clients navigate the 2026 lifetime exemption sunset
OPINION OCT 18, 2024
4 preparation strategies to help clients navigate the 2026 lifetime exemption sunset

Advisors to high-net-worth and UHNW clients would do well to understand the implications and take appropriate steps to safeguard their wealth.