Opinion

Displaying 2174 results
Planners: Share your time and change lives
OPINION OCT 19, 2020
Planners: Share your time and change lives

Offering your services on a pro bono basis is one of the most powerful things you can do to help

By Hussain Zaidi
Are prospective clients looking for diversity?
OPINION OCT 19, 2020
Are prospective clients looking for diversity?

As people become more aware of the issues facing minorities in society, many are looking to do business with firms that have a diverse team

By Julia Carlson
Planning for uncertainty around Social Security
OPINION OCT 19, 2020
Planning for uncertainty around Social Security

The shutdown caused by the pandemic threw millions of people out of work, which cut into the FICA payroll taxes that fund Social Security payments

By InvestmentNews
New book details how financial pros manage their own money
OPINION OCT 15, 2020
New book details how financial pros manage their own money

A collection of essays from Josh Brown and other top investors proves there are many ways to invest

By Jeff Benjamin
Advisers should keep an eye on state laws and regulations
OPINION OCT 14, 2020
Advisers should keep an eye on state laws and regulations

Taxes on the industry, fiduciary rules and independent contractor status are among the regulatory issues at the state level

By Dale Brown
Build your digital toolkit like it's a fintech smartphone
OPINION OCT 14, 2020
Build your digital toolkit like it's a fintech smartphone

The real keys to putting together your firm's tech stack are integration and ease of use

By Andy Aziz
How to stay out of trouble with ESG-related investments
OPINION OCT 13, 2020
How to stay out of trouble with ESG-related investments

What the DOL has failed to grasp is that today, ESG items can be financial factors, capable of creating value or exposing liability

By Deborah G. George
A better alternative to withdrawal rights in trusts for children
OPINION OCT 13, 2020
A better alternative to withdrawal rights in trusts for children

Such rights can undermine protection from creditors, which is an important benefit of leaving assets in trust

By Luke Harriman
401(k) fees are eating Americans' retirement savings
OPINION OCT 12, 2020
401(k) fees are eating Americans' retirement savings

To cut costs and ensure that workers retain every penny they've saved for retirement, policy makers should simply eliminate 401(k) intermediaries

By Ethan Schwartz
Get creative about client events in a virtual world
OPINION OCT 12, 2020
Get creative about client events in a virtual world

In a virtual world, advisers are planning unique events that are deepening relationships in surprising ways

By Kristine McManus
Mapping a momentous shift in adviser geography
OPINION OCT 12, 2020
Mapping a momentous shift in adviser geography

With technology allowing advisers to serve clients from almost anywhere, what’s stopping them from relocating their whole operation to greener pastures?

By InvestmentNews
FATCA: A force to be reckoned with
OPINION OCT 09, 2020
FATCA: A force to be reckoned with

Advisers that serve clients currently living or planning a move overseas must investigate this often overlooked issue

By Kirsten Hastings
It's the end of the world as we know it
OPINION OCT 08, 2020
It's the end of the world as we know it

Investing amid this year’s turmoil requires mentally fast-forwarding to see what long-term trends may emerge as a result of the crises

By Sarah Newcomb
The SEC's push for more alts and private placements is the wrong move at the wrong time
OPINION OCT 08, 2020
The SEC's push for more alts and private placements is the wrong move at the wrong time

Plenty of examples prove the regulator's efforts are out of step with the market

By Bruce Kelly
Traditional marketing is a casualty of the pandemic
OPINION OCT 07, 2020
Traditional marketing is a casualty of the pandemic

Traditional strategies won't work in unusual times, but digital and virtual marketing can

By Susan Theder and Robert Turner
Do right by your employees
OPINION OCT 06, 2020
Do right by your employees

When a smaller advisory firm is acquired, it can mean vastly greater career opportunities for the staffers

By Scott Hanson
Solving for insolvency
OPINION OCT 05, 2020
Solving for insolvency

The heightened risk of corporate bankruptcy amid the pandemic poses a threat to savings held in nonqualified deferred compensation plans

By Tim Kochis
Where opportunity meets responsibility
OPINION OCT 05, 2020
Where opportunity meets responsibility

Examining the implications of the SEC expanded definition of an 'accredited investor' for private equity investors — and the advisers who serve them

By John Taft
Shining stars who find the time to help others
OPINION OCT 05, 2020
Shining stars who find the time to help others

Philanthropy delivers multiple benefits, but one of the most important is connecting with people uniquely

By InvestmentNews
3 keys to integrating ESG into client portfolios
OPINION SEP 30, 2020
3 keys to integrating ESG into client portfolios

As the potential benefits of sustainable investing become clearer, advisers have an opportunity to add value through education and guidance

By Brie Williams