Opinion

Displaying 2174 results
Thank goodness we diversified
OPINION APR 15, 2020
Thank goodness we diversified

Our merger with private equity finances our expansion and strengthens our infrastructure, while allowing us to run the firm the way we always have

By Scott Hanson
How firms can increase diversity and inclusion
OPINION APR 14, 2020
How firms can increase diversity and inclusion

It’s a broad topic to tackle, and firms may find the challenge lies in knowing where to start

By Pedro Suriel & Renee Baker
Deadly virus shows advisers need their own backup plan
OPINION APR 13, 2020
Deadly virus shows advisers need their own backup plan

When a partner in an advisory firm dies without a plan, it can wreak havoc on the business for years to come

By InvestmentNews
Why 401(k) fees are a mystery
OPINION APR 09, 2020
Why 401(k) fees are a mystery

Despite fee-disclosure requirements passed a decade ago, it's not easy for participants to figure out how much they're being charged

By Emile Hallez
Effective leadership during COVID-19
OPINION APR 09, 2020
Effective leadership during COVID-19

In a crisis, when you cannot possibly know all of the facts, input from those you lead is even more important

By Charles Goldman
Dividend cuts shouldn't worry investors
OPINION APR 08, 2020
Dividend cuts shouldn't worry investors

A look at how other recent downturns played out suggests the fears about dividends are overdone

By Nir Kaissar
In times of uncertainty, knowledge is king
OPINION APR 08, 2020
In times of uncertainty, knowledge is king

Having a strong grasp of macroeconomic policies, and their implications for the health of the economy, will better prepare advisers for the current crisis and those going forward

By Paul Cantor
Why marketing really matters now
OPINION APR 07, 2020
Why marketing really matters now

The safest way to sustain your business in volatile times is aggressive promotion of the services your clients value most

By Eric Clarke
Steadiness stands out in times of disruption
OPINION APR 06, 2020
Steadiness stands out in times of disruption

Although the pandemic's human toll and its toll on the markets are not yet clear, advisers must be prepared to address their clients’ concerns

By David Mehlhorn
Seniors face increased risk for financial exploitation associated with COVID-19
OPINION APR 06, 2020
Seniors face increased risk for financial exploitation associated with COVID-19

The efforts to limit personal interactions in response to the virus may exacerbate another scourge: Elder fraud

By Josh Jones and Taylor Anderson
Current crisis could damage retirement security in long run
OPINION APR 04, 2020
Current crisis could damage retirement security in long run

Markets and the economy seem to be conspiring to shrink nest eggs

By InvestmentNews
By The Numbers: COVID-19 and ESG
OPINION APR 04, 2020
By The Numbers: COVID-19 and ESG

By InvestmentNews
What advisers should be saying to clients during this black swan event
OPINION APR 03, 2020
What advisers should be saying to clients during this black swan event

Major market downturns give financial advisers an opportunity to show their clients the value of their expertise and advice

By Larry Adam
What firms need to know about M&A in today's landscape
OPINION APR 03, 2020
What firms need to know about M&A in today's landscape

While the factors driving deals remain the same, the uncertainty could affect the number of deals near-term, and there's been a shift in the balance of negotiating power

By Scott Slater
How will smaller firms move forward in such a demanding era?
OPINION APR 02, 2020
How will smaller firms move forward in such a demanding era?

Large RIAs will have a much easier time navigating the crisis caused by the coronavirus, providing another impetus for M&A

By Scott Hanson
How the COVID-19 crisis is affecting 401(k) sales
OPINION APR 01, 2020
How the COVID-19 crisis is affecting 401(k) sales

Amid the pandemic, many plan advisers are focusing more on customer service, and the shift to working with clients remotely is likely to accelerate

By Fred Barstein
Pandemic makes improving financial literacy more important than ever
OPINION MAR 31, 2020
Pandemic makes improving financial literacy more important than ever

The many Americans who lack enough savings for retirement or are burdened with debt create a significant opportunity to attract clients

By Valentino Sabuco
The virus we're not containing
OPINION MAR 27, 2020
The virus we're not containing

Conflicts of interest are a threat, but some regulators don't seem to see the need to restrain them

By Knut Rostad
Use a nonfinancial emergency fund amid coronavirus
OPINION MAR 27, 2020
Use a nonfinancial emergency fund amid coronavirus

Help your clients — and yourself — stay mentally and physically strong during these stressful and isolating times

By Kol Chu Birke
How contagious illness planning differs from business continuity planning
OPINION MAR 26, 2020
How contagious illness planning differs from business continuity planning

Unlike other business disruptions, contagious illness is not likely to be resolved quickly and it can come in waves across multiple locations

By Michelle Cross