Opinion

Displaying 2174 results
The Great Reset: How COVID-19 has changed us and our role as advisers
OPINION APR 28, 2020
The Great Reset: How COVID-19 has changed us and our role as advisers

It's safe to assume that amid this crisis, your clients are rethinking their priorities

By Joe Duran
Interest in emergency savings accounts likely to grow post-COVID-19
OPINION APR 28, 2020
Interest in emergency savings accounts likely to grow post-COVID-19

Plan participants' lack of savings is increasing their reliance on loans and distributions from DC plans

By Fred Barstein
Best Places to Work: Five HR policies that help top firms stand out
OPINION APR 27, 2020
Best Places to Work: Five HR policies that help top firms stand out

Salary and benefits are important, but the Best Places to Work gain their edge by fostering work-life balance

By Devin McGinley
To succeed tomorrow, build  a new workplace today
OPINION APR 26, 2020
To succeed tomorrow, build a new workplace today

Prepare a workplace that permits employees to succeed under any circumstance

By InvestmentNews
What's the point of an ETF that goes off script?
OPINION APR 24, 2020
What's the point of an ETF that goes off script?

When fund managers rejigger their methodology, investors don't know how to calculate returns

By Shuli Ren
RIA M&A could pick up in the wake of coronavirus
OPINION APR 24, 2020
RIA M&A could pick up in the wake of coronavirus

The market downturn may have hurt some valuations, but many of the other factors that have been fueling deal-making are still in place

By Larry Roth
The CARES Act: Relief for retirement plan participants
OPINION APR 22, 2020
The CARES Act: Relief for retirement plan participants

Plan sponsors will need to amend their plans to cover the CARES Act changes that they decide to implement

By Fred Reish
Advisers should look before leaping into stimulus debt programs
OPINION APR 22, 2020
Advisers should look before leaping into stimulus debt programs

Unless it's a matter of business survival, the strings attached to the loans might prove even more costly

By Jeff Benjamin
Coaching clients through fear
OPINION APR 21, 2020
Coaching clients through fear

You can now make a long-term difference in the lives of your clients if you know how to recognize and minimize the effects of emotion on judgment

By Sarah Newcomb
Managing risk in retirement: Lessons from COVID-19
OPINION APR 21, 2020
Managing risk in retirement: Lessons from COVID-19

The coronavirus is throwing a wrench in many Americans' financial plans, but advisers can help keep investors on track

By Philip E. Caminiti
Now’s the best time to teach kids to invest
OPINION APR 21, 2020
Now’s the best time to teach kids to invest

Look for coachable moments, opportunities that pop up in the flow of ordinary life

By Thomas J. Henske
Five ways advisers can support small-business owner clients
OPINION APR 20, 2020
Five ways advisers can support small-business owner clients

Advisers can offer value beyond financial topics by helping business owners steer their firms through the pandemic

By Anand Sekhar
More must be done to bolster Americans' retirement savings
OPINION APR 19, 2020
More must be done to bolster Americans' retirement savings

Tens of millions of people who just lost their jobs may need to tap into their 401(k) accounts to make ends meet

By InvestmentNews
COVID-19 response reinforces value of sustainable investing
OPINION APR 17, 2020
COVID-19 response reinforces value of sustainable investing

Pandemic sharpening the focus on how companies manage ESG risks

By Bud Sturmak & Evan Zall
Four ways advisers can help clients find opportunities amid market volatility
OPINION APR 17, 2020
Four ways advisers can help clients find opportunities amid market volatility

Annual exclusion gifting, borrowing from life insurance policies and refinancing business loans are among the strategies that might prove useful currently for high-net-worth clients

By Edmond Walters
Morgan Stanley sees wealthy sticking with cash
OPINION APR 17, 2020
Morgan Stanley sees wealthy sticking with cash

The wirehouse's clients have been shifting from stocks into cash or cash equivalents

By Brian Chappatta
Low rates topple cash yields for robo-advised clients
OPINION APR 16, 2020
Low rates topple cash yields for robo-advised clients

Digital wealth managers may be forced to reinvent themselves in light of the recent stock market downturn

By Sean Allocca
Cash-value life insurance provides a safe harbor in the current storm
OPINION APR 16, 2020
Cash-value life insurance provides a safe harbor in the current storm

When equity markets are up and the economy is running smoothly, it’s easy to overlook the value of the downside protection you get from investing in life insurance

By Marc Schechter & Jordan Smith
What’s the future for retirement plan adviser M&A?
OPINION APR 15, 2020
What’s the future for retirement plan adviser M&A?

Valuations might have peaked in the wake of the COVID-19 pandemic, but deals are still happening

By Fred Barstein
10 predictions for financial advisers in a post-crisis world
OPINION APR 15, 2020
10 predictions for financial advisers in a post-crisis world

In an industry where widespread change is already underway, there’s a wave of evolution ahead —much of it for the better

By Mindy Diamond