Opinion

Displaying 2174 results
Don't fear millennials
OPINION SEP 18, 2019
Don't fear millennials

HENRYs who carry debt will probably become your best clients

By Lindsay Faussone
Investment management outsourcing delivers greater client-service impact
OPINION SEP 12, 2019
Investment management outsourcing delivers greater client-service impact

Outsourcing investor management helps advisers to deliver a stronger, more holistic service.

By Matt Matrisian
3 mistakes advisers make about high-net-worth women
OPINION SEP 11, 2019
3 mistakes advisers make about high-net-worth women

The industry has served executive women based on outdated assumptions about their goals, risk appetite and investment aptitude

By Laura Hanichak Gregg
The threat posed by state fiduciary rules
OPINION SEP 10, 2019
The threat posed by state fiduciary rules

A state-by-state approach to fiduciary standards would create a confusing and counterproductive regulatory patchwork that would impede advisers' ability to provide guidance.

By Dale Brown
Why is adviser compensation flat?
OPINION SEP 05, 2019
Why is adviser compensation flat?

Firms are not only growing, they are growing up and investing in the development of human capital.

By Brandon Odell
The path to success? It's all about client relationships
OPINION SEP 05, 2019
The path to success? It's all about client relationships

It takes time for young advisers to build their relationship skills — but training can help.

By Joni Youngwirth
Testing the breakaway waters
OPINION SEP 04, 2019
Testing the breakaway waters

Four questions for advisers contemplating a move.

By Paul Simons
When your growth stalls
OPINION SEP 04, 2019
When your growth stalls

Schedule business development the way you would any important undertaking

By Scott Hanson
Improving client satisfaction with successful communication
OPINION SEP 04, 2019
Improving client satisfaction with successful communication

When investors were asked what their adviser could do better, the No. 1 answer was that they wanted to hear from their adviser more often

By Linda York
4 things advisers miss when it comes to CRM
OPINION AUG 30, 2019
4 things advisers miss when it comes to CRM

At many firms, the customer relationship management system is nothing more than a gloried Rolodex that's used only sporadically

By Robert DeFrancis
The future of advice is still human
OPINION AUG 29, 2019
The future of advice is still human

The growing popularity of the hybrid model shows consumers want both a digital and a human wealth management experience.

By Bill Capuzzi
States aren't great at regulating insurance
OPINION AUG 28, 2019
States aren't great at regulating insurance

Promoters of insurance products can say pretty much anything in their marketing materials

By Ethan Schwartz
Can HSAs flip the script on retirement health care expenses?
OPINION AUG 28, 2019
Can HSAs flip the script on retirement health care expenses?

The accounts come with powerful tax advantages, but not many people use HSAs, and even fewer use them in the optimal manner.

By Jamie Hopkins
Reg BI creates certainty and provides investors with a choice
OPINION AUG 28, 2019
Reg BI creates certainty and provides investors with a choice

The Securities and Exchange Commission's new regulation takes effect June 30, 2020.

By Todd Rosenfeld
Helping clients crack the code on Social Security
OPINION AUG 27, 2019
Helping clients crack the code on Social Security

It's critical that advisers educate clients about the benefits and trade-offs related to claiming Social Security at various ages.

By Katherine Roy
Disruptive look at the confluence of digital and human advice
OPINION AUG 26, 2019
Disruptive look at the confluence of digital and human advice

Technology is transforming the advice business, and managing the full household portfolio in a comprehensive way is the new standard.

By Jack Sharry
Why advisers should eliminate the B word
OPINION AUG 21, 2019
Why advisers should eliminate the B word

Constantly being busy is doing us more harm than good. Here's an approach that helps you prioritize

By Ron Carson
Learn to love delegating
OPINION AUG 21, 2019
Learn to love delegating

Pick good people and get great results

By Scott Hanson
What RIAs should learn from Uber and Lyft
OPINION AUG 15, 2019
What RIAs should learn from Uber and Lyft

Most RIA owners are obsessed with growing top-line revenue at all costs, with little thought to the bottom-line profitability of each additional dollar of AUM

By Matt Sonnen
Succession planning where the adviser keeps working?
OPINION AUG 06, 2019
Succession planning where the adviser keeps working?

'Sell and stay' is a strategy that can help advisers focus on what they care most about doing in later years.

By Scott Hanson