Opinion

Displaying 2173 results
The future is true independence
OPINION MAY 10, 2024
The future is true independence

Five questions advisors should consider before making the break for independence.

By Gino Derango
Bring your authentic self to your clients
OPINION MAY 09, 2024
Bring your authentic self to your clients

Be yourself and embrace what makes you unique - that's what clients are looking for.

By Kristine McManus
The return of client events
OPINION MAY 08, 2024
The return of client events

Events are a great way to strengthen your bond with clients, and registrations and attendance have come roaring back.

By Scott Hanson
Fossil fuels, food, and farming - investors need to look through the same lens
OPINION MAY 08, 2024
Fossil fuels, food, and farming - investors need to look through the same lens

The travails of meatpacking company JBS is a warning to investors, who must stay attuned to the risks associated with similar stock.

By Annie Sanders
Bridging the wealth gap: The power of financial education
OPINION MAY 03, 2024
Bridging the wealth gap: The power of financial education

By financially empowering underserved communities, advisors can play a crucial part in tackling inequality.

By Kizmet T. Moore
Mastering patience: The timeless wisdom of 'Don't Fight the Fed'
OPINION MAY 03, 2024
Mastering patience: The timeless wisdom of 'Don't Fight the Fed'

It's easy to ridicule the central bank and predict a policy mistake, but history has taught us that doubting its strategy rarely ends well.

By Kevin Philip
Wealth management must sell itself again
OPINION MAY 01, 2024
Wealth management must sell itself again

We are living in a golden age for our industry, but challenges lie in wait and we must proudly tout the value of our services.

By Josh Harris
Here’s why end-to-end technology is vital for advisors 
OPINION APR 29, 2024
Here’s why end-to-end technology is vital for advisors 

Being an effective financial coach depends on providing a unified digital experience.

By Molly Weiss
Set solid expectations and boundaries with new clients
OPINION APR 26, 2024
Set solid expectations and boundaries with new clients

Taking the time to manage expectations and educate the client from day one will pave the way for better outcomes.

By Scott Hanson
The upcoming succession crisis
OPINION APR 12, 2024
The upcoming succession crisis

Succession concerns can be addressed by placing more focus on developing the next generation of advisors.

By David Karr
The paradox of rising markets
OPINION APR 11, 2024
The paradox of rising markets

Winning new assets should be a core discipline for both wealth and asset managers, even if market gains are boosting their AUM without the hassles of marketing, advertising, or sales.

By Andrew Corn
The undeniable value of niche advising
OPINION APR 09, 2024
The undeniable value of niche advising

If you want to grow your advisory practice, don't try to be all things to all people. Specialize in a few areas and build your own niche.

By Scott Hanson
Ways to network better with CPAs
OPINION APR 08, 2024
Ways to network better with CPAs

A study found that after firms' current clients, accountants provide the most referrals, contributing almost 11 percent of a firm's new prospects.

By Kristine McManus
Reining in regulation by enforcement
OPINION MAR 26, 2024
Reining in regulation by enforcement

The Financial Services Institute is asking the SEC to adopt a procedural framework to detect and prevent certain unfair enforcement practices.

By Dale Brown
Firms and advisors need an alt-friendly tech solution
OPINION MAR 19, 2024
Firms and advisors need an alt-friendly tech solution

As alternative investments grow in popularity, firms and advisors will need tech that enables them to provide better service to clients exposed to such assets.

By Akhil Lodha
Want to retire happy from an advisory career? Start planning now
OPINION MAR 15, 2024
Want to retire happy from an advisory career? Start planning now

65 percent of financial advisors surveyed said simply identifying a successor was key to creating a succession plan.

By Robert Goff
7 ways to encourage women to pursue financial advisory careers
OPINION MAR 13, 2024
7 ways to encourage women to pursue financial advisory careers

Firms benefit from different points of view and diversity; if women are underrepresented on your team, take steps to change that.

By Kristine McManus
Planning your tax payment strategy
OPINION MAR 12, 2024
Planning your tax payment strategy

Helping clients put a solid plan in place for paying their tax liability can make the annual tax process less painful for many.

By Tim Steffen
Dentistry, advising, and retiring without a succession plan
OPINION MAR 12, 2024
Dentistry, advising, and retiring without a succession plan

When an advisor quits abruptly, clients will do what they feel is in their best interests, and not their advisor’s.

By Scott Hanson
One year later, many clients have forgotten key lessons from the banking crisis
OPINION MAR 06, 2024
One year later, many clients have forgotten key lessons from the banking crisis

Just as diversifying investments improves risk-adjusted returns, so does diversifying cash.

By Michael Halloran