Opinion

Displaying 2174 results
Thinking beyond $1 billion
OPINION APR 10, 2019
Thinking beyond $1 billion

Many RIAs falter as they grow, caught off guard when the client-facing work they've always done seems to show diminishing returns.

By Anders Jones
Embrace technology, but beware of becoming obsessed with it
OPINION APR 09, 2019
Embrace technology, but beware of becoming obsessed with it

Technology that empowers advisers is a key component of a successful strategy, but it is not, in and of itself, a strategy.

By Paul Saganey
Hiring young advisers: You can't start too early
OPINION APR 08, 2019
Hiring young advisers: You can't start too early

RIA firms need to make concerted efforts to find next-gen talent, such as setting up internships and building awareness of their firms

By Kate Healy
The need for a successor can sneak up on you, so plan ahead
OPINION MAR 30, 2019
The need for a successor can sneak up on you, so plan ahead

After a lifetime of work, be sure to go out on a high note.

By crain-api
What 401(k) record-keeper consolidation means to retirement plan advisers
OPINION MAR 26, 2019
What 401(k) record-keeper consolidation means to retirement plan advisers

Advisers will have to make some tough calls — for clients and for themselves

By Fred Barstein
Cybersecurity poses strain between plan sponsors, record keepers
OPINION MAR 23, 2019
Cybersecurity poses strain between plan sponsors, record keepers

Vendors reluctant to provide details on cyberdefenses.

By Tim Rouse
Growth is a must, but watch out for the trap
OPINION MAR 19, 2019
Growth is a must, but watch out for the trap

In our rapidly evolving world, what was good enough for a business yesterday is not good enough today.

By Joe Duran
How to achieve a client-centric practice
OPINION MAR 13, 2019
How to achieve a client-centric practice

Advisers can deliver unparalleled value by delivering solid financial advice in a trusted human relationship through a highly personalized experience

By Ken Cella
Starting a new advisory firm: How to outsource and structure your practice
OPINION MAR 12, 2019
Starting a new advisory firm: How to outsource and structure your practice

Scott Hanson started a firm in 1993. Here's how he'd build one in 2019.

By Scott Hanson
Advisers can — and must — help improve financial literacy in America
OPINION MAR 09, 2019
Advisers can — and must — help improve financial literacy in America

The lack of education is a problem, and there's a lot you can do to fix that.

By crain-api
5 reasons you're not reading this cybersecurity article
OPINION MAR 08, 2019
5 reasons you're not reading this cybersecurity article

Data breaches have become so common that financial advisers cannot afford to remain uninformed

By Sid Yenamandra
Taxes, investment returns and the new Form 1040
OPINION MAR 05, 2019
Taxes, investment returns and the new Form 1040

Here are changes that advisers should understand so they can spot possible problems and opportunities for clients.

By Frank Pape
I started a firm in 1993. Here's how I'd build one in 2019
OPINION MAR 05, 2019
I started a firm in 1993. Here's how I'd build one in 2019

Part one: Adviser marketing from scratch, and finding a target company

By Scott Hanson
All robo, no advice
OPINION FEB 25, 2019
All robo, no advice

Robo-advisers are here to stay but it's valid to criticize their limited planning options.

By Anders Jones
Delivering value starts with reducing fees
OPINION FEB 20, 2019
Delivering value starts with reducing fees

Lower fees will help you sustain your business and fulfill your fiduciary duty

By Ron Carson
Making a resolution (and a plan) that is built to last
OPINION FEB 19, 2019
Making a resolution (and a plan) that is built to last

Many financial plans are flawed because advisers don't get enough clarity about the intention and purpose behind people's priorities.

By Joe Duran
Be proactive addressing sexual harassment in the workplace
OPINION FEB 16, 2019
Be proactive addressing sexual harassment in the workplace

Advisory firms should have a clear protocol for reporting offenses, assaults.

By crain-api
Life is brutish and short for new ETFs
OPINION FEB 15, 2019
Life is brutish and short for new ETFs

But a memorable stock ticker can give exchange-traded funds a boost.

By Barry Ritholtz
The only certainty is death, taxes, and muni advantages
OPINION FEB 14, 2019
The only certainty is death, taxes, and muni advantages

Readers are flocking to stories on tax-free munis — but why?

By Brian Chappatta
Thinking about selling your firm? 5 ways to prepare
OPINION FEB 13, 2019
Thinking about selling your firm? 5 ways to prepare

It's still a seller's market, but potential sellers need to make the right moves to attract buyers.

By Scott Slater