Opinion

Displaying 2178 results
Generative AI promises time savings, better client experience
OPINION AUG 21, 2024
Generative AI promises time savings, better client experience

How to find the right technology fit for your practice to take your business to a new level.

By Gabe Rissman
Are you ready for the Great Wealth Transfer?
OPINION AUG 21, 2024
Are you ready for the Great Wealth Transfer?

Many financial professionals are not prepared for the unprecedented asset boom expected to benefit millennial women.

By Ashley Golson
Tax advantage: How RIAs can elevate their practice
OPINION AUG 21, 2024
Tax advantage: How RIAs can elevate their practice

RIAs have an advantage over captive advisors and have an opportunity to seize significant client service opportunity.

By Jared Trexler
Cash sweep rates thrust into the spotlight
OPINION AUG 21, 2024
Cash sweep rates thrust into the spotlight

Are firms hiding the price tag, or are clients simply not paying enough attention? Either way, these accounts are now on everyone's radar.

By Editorial
Why technology has changed asset allocation fundamentally
OPINION AUG 19, 2024
Why technology has changed asset allocation fundamentally

Discussion around the “pensionization” of 401(k)s is emerging, which requires a different asset allocation mindset.

By Anna Garcia
Three things to get right to attract HNW clients
OPINION AUG 19, 2024
Three things to get right to attract HNW clients

Moving upstream and gaining more decamillionaires requires a different value proposition compared to simply running a successful wealth management firm.

By Kristine McManus
Fee compression or more services?
OPINION AUG 19, 2024
Fee compression or more services?

Advisors intent on landing new client relationships have a decision to make.

By Scott Hanson
Investing in advisors: The key to long-term success in wealth management
OPINION JUL 30, 2024
Investing in advisors: The key to long-term success in wealth management

CEO of fast-growing firm outlines four key steps to consider when investing in advisor talent.

By Shaun Hauser
Beware the investment banker when selling your firm
OPINION JUL 29, 2024
Beware the investment banker when selling your firm

Price is obviously important but should not be the main driver.

By Scott Hanson
How advisors can help clients determine the right time to retire
OPINION JUL 24, 2024
How advisors can help clients determine the right time to retire

Understand the needs of different client segments, and balance emotional and financial considerations to best serve clients.

By Mike Kurz
Leveraging private placement life insurance as a tax strategy for HNW clients
OPINION JUL 19, 2024
Leveraging private placement life insurance as a tax strategy for HNW clients

With several key factors influencing a complex product, it's essential advisors are well versed on its portfolio positioning.

By Chad Druvenga
The allure of independence is real but look before you leap
PRACTICE MANAGEMENT (GORIA) JUL 17, 2024
The allure of independence is real but look before you leap

Financial advisors should consider taking advantage of the new brand of independence: the best of both worlds.

By Mark Stofan
Four ways to develop and retain relationship capital
OPINION JUL 16, 2024
Four ways to develop and retain relationship capital

Reap the benefits of paying careful attention to what's important to your clients.

By Kristine McManus
How to implement a successful transition
OPINION JUL 15, 2024
How to implement a successful transition

Key things to consider when transitioning out of profession.

By Scott Hanson
The workplace: A goldmine for advisors seeking new assets
OPINION JUL 11, 2024
The workplace: A goldmine for advisors seeking new assets

More than a third of financial assets are currently in workplace retirement accounts, creating a rich pool of opportunity for future-focused advisors.

Three forces that will accelerate the drive toward independence
OPINION JUN 24, 2024
Three forces that will accelerate the drive toward independence

Shifts in the broad wealth landscape have tipped the balance in favor of breakaways, argues industry veteran Scott MacKillop.

By Scott A. MacKillop
Who do you need to hire to grow your business?
OPINION JUN 18, 2024
Who do you need to hire to grow your business?

If you believe recruiting other top business development people is the answer, you should think again.

By Scott Hanson
Devil is in the detail of Finra's new remote inspections pilot
OPINION JUN 17, 2024
Devil is in the detail of Finra's new remote inspections pilot

FSI will work constructively with the regulator to find the best way forward, just as it did over residential supervisory location designations.

By Dale Brown
Reduced fees are charitable handouts
OPINION JUN 11, 2024
Reduced fees are charitable handouts

'What surprises me is not what is negotiated for larger clients, but how little some advisors charge for smaller clients.'

By Scott Hanson
Four ways to recharge your growth plan this summer
OPINION JUN 11, 2024
Four ways to recharge your growth plan this summer

Take advantage of the slower pace to deepen valuable client connections.

By Kristine McManus