Opinion

Displaying 2174 results
The compensation conundrum
OPINION MAR 05, 2020
The compensation conundrum

The way that a firm pays its owner can affect the firm's valuation

By Carolyn Armitage
Wealth managers: Technology, used right, is your best friend
OPINION MAR 05, 2020
Wealth managers: Technology, used right, is your best friend

Technology won’t make winners out of all advisers, but those who understand the origins of the digital age look well-positioned to thrive

By Chris Perry
Yesterday’s news: Robos, single-account models and other noncoordinated strategies
OPINION MAR 04, 2020
Yesterday’s news: Robos, single-account models and other noncoordinated strategies

What investors need – and what many firms are building to serve them

By Jack Sharry
2 big concerns about selling your practice
OPINION MAR 04, 2020
2 big concerns about selling your practice

In this white-hot M&A market, price is no longer the stand-alone consideration

By Scott Hanson
The SECURE Act’s unprecedented opportunities
OPINION MAR 04, 2020
The SECURE Act’s unprecedented opportunities

As the legislation brings about big changes in the retirement plan market, will advisers benefit or will they be drowned?

By Fred Barstein
OK, fellow Boomers, let’s talk about the future
OPINION MAR 03, 2020
OK, fellow Boomers, let’s talk about the future

The importance of inter-generational partnerships in wealth management

By John Taft
FSI's top advocacy priorities in 2020
OPINION MAR 03, 2020
FSI's top advocacy priorities in 2020

The tax treatment of financial services and reducing burdens on advisers' business entities are among the items FSI will be focusing on this year

By Dale Brown
Empathy can help advisers succeed with clients
OPINION FEB 28, 2020
Empathy can help advisers succeed with clients

Why many women aren't seeking advice

By Courtney Laffler
The latest in financial adviser fintech — February 2019
OPINION FEB 26, 2020
The latest in financial adviser fintech — February 2019

This month's edition kicks off with the big announcement that Visa is acquiring Plaid for a whopping $5.3B

By Michael Kitces
Empathy is at the center of FPA  advocacy in 2020
OPINION FEB 25, 2020
Empathy is at the center of FPA advocacy in 2020

The organization's efforts range from state fiduciary measures to the SEC's proposed changes to its advertising rules

By Martin C. Seay
Close the insurance loophole for disgraced brokers
OPINION FEB 23, 2020
Close the insurance loophole for disgraced brokers

The fact that salespeople barred by one regulator can continue to get a green light from another is confounding

By InvestmentNews
By the Numbers: International Investing
OPINION FEB 21, 2020
By the Numbers: International Investing

Why should advisers remind clients that they can't only focus on U.S. investing?

By InvestmentNews
Navigating the gray zone
OPINION FEB 20, 2020
Navigating the gray zone

What to do when best practices for running your business don’t align with your personal values

By Joni Youngwirth
Franklin exits fund purgatory with Legg Mason deal
OPINION FEB 18, 2020
Franklin exits fund purgatory with Legg Mason deal

The acquisition will double Franklin's assets, which hadn't grown in the last 18 months

By Brian Chappatta
3 reasons I sold a majority stake in my firm
OPINION FEB 18, 2020
3 reasons I sold a majority stake in my firm

Now that I'm part of a larger organization, 95% of my workweek is spent doing what I’m best at: growing the firm

By Scott Hanson
How advisers can attract top talent
OPINION FEB 11, 2020
How advisers can attract top talent

The quality of your employees determines the strength of your business, so here are some tips for identifying the best hires

By Kyle Brownlee
Cybersecurity rules can create compliance challenges
OPINION FEB 10, 2020
Cybersecurity rules can create compliance challenges

National standards would be preferable to a patchwork of state-by-state rules when it comes to dealing with rapidly evolving cyberthreats

By Dale Brown
Let’s do the right thing for Massachusetts’ savers
OPINION FEB 05, 2020
Let’s do the right thing for Massachusetts’ savers

The proposed regulation that aims to protect investors would end up increasing pressure on the state's working families

By Christopher A. Iacovella
This is us
OPINION FEB 05, 2020
This is us

Financial wellness is coming of age — and we’re all on the journey together

By Steve Gresham
Stop being so digital
OPINION FEB 04, 2020
Stop being so digital

Your clients have hired you because they want a personal relationship

By Scott Hanson