Opinion

Displaying 2152 results
This bull market will accelerate M&A
NEWS OPINION DEC 19, 2023
This bull market will accelerate M&A

We are approaching a perfect storm – could M&A in the wealth space set a record in 2024?

By Scott Hanson
3 things to consider when selecting a niche
NEWS OPINION DEC 12, 2023
3 things to consider when selecting a niche

Devise a strategy to help you capture business from a market segment you want to serve.

By Kristine McManus
Is it finally time to shelve recession fears?
NEWS OPINION DEC 12, 2023
Is it finally time to shelve recession fears?

Of the US economy's three options — soft landing, recession or reacceleration — the first seems the most likely.

By J. Brian Henderson
How recent tech trends are affecting wealth management
NEWS OPINION DEC 11, 2023
How recent tech trends are affecting wealth management

Wealthtech trends have a big impact on the overall wealth management industry — and how wealth managers serve and engage with clients.

By Bobby Powell
Use your age as an asset when prospecting – no matter what age you are
NEWS OPINION DEC 06, 2023
Use your age as an asset when prospecting – no matter what age you are

As you get closer to retirement, you learn that, when you're meeting with a new client, your age can become a little tricky.

By Scott Hanson
Diversification beyond borders: Exploring global markets
NEWS OPINION DEC 06, 2023
Diversification beyond borders: Exploring global markets

Emerging markets present high growth potential and unique opportunities to diversify, but they also come with higher risk than domestic markets.

By Josh Markman
The illusory recession: Why advisors should ignore headline noise
NEWS OPINION DEC 06, 2023
The illusory recession: Why advisors should ignore headline noise

Predictions of an impending recession stirred concerns, but the U.S. economy has displayed remarkable resilience.

By Chris Shuba
Holistic wealth management starts with transition services
NEWS OPINION NOV 29, 2023
Holistic wealth management starts with transition services

Attending to advisor well-being, starting with onboarding, helps advisors weather the inevitable storms that come with managing other people’s money in an unpredictable world.

By Alex David
Intelligent charitable planning: The next big thing in wealth
NEWS OPINION NOV 29, 2023
Intelligent charitable planning: The next big thing in wealth

Advisors, employers and DAFs can make everyone a philanthropist.

By Cor Hoekstra
Another worrisome conflict of interest emerges
NEWS OPINION NOV 22, 2023
Another worrisome conflict of interest emerges

With interest rates rising, it's more challenging to make the case for clients having a mortgage or other collateralized loan.

By Scott Hanson
When it comes to responsible investing, language matters
NEWS OPINION NOV 22, 2023
When it comes to responsible investing, language matters

A recent survey shows clients were more likely to talk to their advisors about 'responsible investing' than 'ESG investing.'

By Kent McClanahan
6 unintended consequences of staying the course 
NEWS OPINION NOV 21, 2023
6 unintended consequences of staying the course 

While it may seem ‘safer’ to stay put, there are risks that many advisors are unaware of.

By Wendy Leung
Managing transformative change: Lessons learned
NEWS OPINION NOV 15, 2023
Managing transformative change: Lessons learned

An Osaic executive provides some suggestions on how best to handle large-scale changes in your business.

By Cindy Hamel
Overcoming the education gap on alternatives
NEWS OPINION NOV 15, 2023
Overcoming the education gap on alternatives

Half of financial professionals surveyed cite explaining the role of illiquidity within client portfolios as the most difficult client education topic.

By John McDonough
Redefining wealth transfer: Strategies to reach clients’ children
NEWS OPINION NOV 08, 2023
Redefining wealth transfer: Strategies to reach clients’ children

With just 30% of Gen Z investors turning to financial planners for guidance, advisors must refine their approach to emphasize their relevance.

By Dana Rhodes
5 reasons I love this profession
NEWS OPINION NOV 08, 2023
5 reasons I love this profession

What is so incredible about advising is that there is an endless stream of current information we must absorb and navigate.

By Scott Hanson
To connect with clients, embrace the holiday season
NEWS OPINION NOV 07, 2023
To connect with clients, embrace the holiday season

Every party you attend or host and every gift delivered can move your brand forward, strengthening and building relationships.

By Kristine McManus
Biden perpetuates advisor tropes, but end goal is valiant
NEWS OPINION NOV 06, 2023
Biden perpetuates advisor tropes, but end goal is valiant

The president's deal in describing a few bad apples risks tarring the whole industry with the same brush.

By InvestmentNews
Maximizing client value: Why firms should upgrade their data aggregation
NEWS OPINION NOV 01, 2023
Maximizing client value: Why firms should upgrade their data aggregation

Harnessing a personalized, data-centric approach has proven effective in helping financial advisors retain clients and drive business growth.

By Paul Camuto
Active asset allocation may cost you in more ways than one
NEWS OPINION OCT 25, 2023
Active asset allocation may cost you in more ways than one

Firms that use a third party that actively allocates investments to the point of market timing can see tremendous attrition when their returns are negative and not aligned with the market.

By Scott Hanson