Opinion

Displaying 2174 results
Is massive consolidation in the 401(k) record-keeping industry inevitable?
OPINION NOV 09, 2019
Is massive consolidation in the 401(k) record-keeping industry inevitable?

Conventional wisdom says yes, industry leaders say not so fast.

By Fred Barstein
Blockchain offers benefits to retirement ecosystem
OPINION NOV 09, 2019
Blockchain offers benefits to retirement ecosystem

Technology promises to reduce millions of errors.

By John Mitchem
Employee wellness can pay dividends
OPINION NOV 09, 2019
Employee wellness can pay dividends

Talented workers will be attracted to and stay at firms that offer superior benefits

By Sandra McCarthy
Being mindful about retirement
OPINION NOV 08, 2019
Being mindful about retirement

It's important for advisers to prepare themselves for retirement, rather than adopting a 'wait and see' attitude

By Joni Youngwirth
OPINION OCT 31, 2019
Building an emotional connection can grow your business

Emotionally connected clients are more likely to make word-of-mouth referrals to their family and friends

By Ryan Sullivan
Navigating the RIA ecosystem
OPINION OCT 31, 2019
Navigating the RIA ecosystem

Firms that maintain open architecture and touch points will endure and grow.

By David Canter
Robos built for advisers struggling to gain traction
OPINION OCT 30, 2019
Robos built for advisers struggling to gain traction

Only a small number of advisers are using these platforms.

By Ryan W. Neal
Adding value during health insurance open enrollment
OPINION OCT 28, 2019
Adding value during health insurance open enrollment

Michael Policar carves out a niche helping clients navigate their health insurance plan options.

By Jeff Benjamin
Fixed income is still a mystery to many investors
OPINION OCT 28, 2019
Fixed income is still a mystery to many investors

A survey shows many Americans admit to having little knowledge about various fixed-income securities and how to invest in them.

By Brian Chappatta
Healthy clients will avoid medical costs
OPINION OCT 26, 2019
Healthy clients will avoid medical costs

Kenneth Waltzer's top retirement strategy is to help his clients stay healthy.

By Jeff Benjamin
OPINION OCT 25, 2019
Is it time for Ken Fisher to step down?

Crisis management experts say the company is still playing catch-up and bold actions are needed.

By Jeff Benjamin
Is the 401(k) adviser M&A market about to cool down?
OPINION OCT 23, 2019
Is the 401(k) adviser M&A market about to cool down?

The market is hot, but the balance could shift if too many advisers seek a buyer.

By Fred Barstein
4 ways to help clients control their digital afterlife
OPINION OCT 22, 2019
4 ways to help clients control their digital afterlife

A new law helps people determine what happens to their digital assets after they die, but the law's provisions only apply if they take specific action

By Amy Florian
Saying goodbye to Jud Bergman
OPINION OCT 21, 2019
Saying goodbye to Jud Bergman

Three moments we shared that made Jud unique and the lessons he taught me about becoming a better businessperson.

By Joe Duran
Zero-fee trading was a warning shot. Asset management is next
OPINION OCT 18, 2019
Zero-fee trading was a warning shot. Asset management is next

The advice industry's future lies in matching our fees with what our clients actually value.

By Anders Jones
Why are fixed indexed annuities primed for growth?
OPINION OCT 16, 2019
Why are fixed indexed annuities primed for growth?

FIA sales took off shortly after the demise of the DOL fiduciary rule.

By Jamie Hopkins
Bill Gross: The Fixx
OPINION OCT 15, 2019
Bill Gross: The Fixx

The Bond King calls into question the outlook for negative rates.

By Bill Gross
Sell but stay, and watch your business grow
OPINION OCT 15, 2019
Sell but stay, and watch your business grow

Joining up with an RIA consolidator allows you to spend your energy on the tasks you enjoy.

By Scott Hanson
OPINION OCT 15, 2019
Using technology to manage investor behaviors

Differentiate yourself by managing risk so your clients can stay invested over the long term.

By Tim Bonacci
Thank you, Ken Fisher?
OPINION OCT 11, 2019
Thank you, Ken Fisher?

Ruckus over adviser's remarks brings the issue of sexism and exclusion in financial services into the light.

By Gavin Spitzner