Opinion

Displaying 2110 results
It's time to revamp your digital marketing
NEWS OPINION AUG 22, 2023
It's time to revamp your digital marketing

How can fund managers and wealth managers expand investor acquisition through digital marketing when they no longer have access to data from cookies?

It's time to start looking at private real estate again
NEWS OPINION AUG 16, 2023
It's time to start looking at private real estate again

While the current market appears uncertain and complex, the intricacies of real estate investing do not necessarily spell trouble.

Can shareholders save the horseshoe crab?
NEWS OPINION AUG 16, 2023
Can shareholders save the horseshoe crab?

Efforts to stop the decline in horseshoe crabs show how investors can work with corporations on sustainability issues.

Why I stepped aside as CEO of Allworth
NEWS OPINION AUG 09, 2023
Why I stepped aside as CEO of Allworth

I’m not retiring nor am I leaving – I’m moving into a position that more closely aligns with my skill sets and passions.

Don’t fear the inverted yield curve
NEWS OPINION AUG 09, 2023
Don’t fear the inverted yield curve

The most direct implication of the inverted curve isn't a recession, but that yields will be lower in the future.

Building a strong culture to inspire your team
NEWS OPINION AUG 09, 2023
Building a strong culture to inspire your team

As a practice grows, it's harder to make sure that everyone on the team understands what's important to the firm.

Embrace mobile tech or risk being left behind in next demographic shift
NEWS OPINION AUG 02, 2023
Embrace mobile tech or risk being left behind in next demographic shift

The use of mobile technology is becoming more deeply ingrained in the advisor-client relationship.

A road map for selling concentrated stock positions
NEWS OPINION AUG 02, 2023
A road map for selling concentrated stock positions

If a client's position in a single stock has become untenable, here are five strategies for reducing concentration risk.

Student loan debt assistance programs become higher priority for employers
NEWS OPINION AUG 02, 2023
Student loan debt assistance programs become higher priority for employers

Employers' interest in various types of assistance has increased this year, partly as a result of the passage of SECURE 2.0 late last year.

How communicating expectations makes a good advisor
NEWS OPINION JUL 26, 2023
How communicating expectations makes a good advisor

It's up to us to let our clients know from the start about the services we will and won't provide, so they'll stick with us during market cycles.

Social media's impact on investing
NEWS OPINION JUL 26, 2023
Social media's impact on investing

The uncertain economic environment means the general public can benefit from the experience of a good financial advisor, rather than getting their investment ideas from TikTok or YouTube.

Our next moon goal — the best for the world
NEWS OPINION JUL 26, 2023
Our next moon goal — the best for the world

InvestmentNews board member Dr. Benjamin Akande, a distinguished economist, shares an inspiring message.

Are you asking your partner firms these 5 questions?
NEWS OPINION JUL 26, 2023
Are you asking your partner firms these 5 questions?

Both clients and advisors are seeking assurance that solutions implemented today will remain effective and achievable in the future.

Why investment banking deals should be part of your firm's tool kit
NEWS OPINION JUL 19, 2023
Why investment banking deals should be part of your firm's tool kit

Having a capital markets division in-house gives financial advisors the opportunity to access high-quality transactions for their clients.

Understanding WhatsApp supervision
NEWS OPINION JUL 19, 2023
Understanding WhatsApp supervision

What financial services firms need to know about the risks of scraping software versus the benefits of an API-based integration.

Capturing more wallet share with cash
NEWS OPINION JUL 19, 2023
Capturing more wallet share with cash

Yields on cash offerings are higher in current market conditions, a trend that has attracted investors' attention.

Why people are reluctant to hire an advisor
NEWS OPINION JUL 12, 2023
Why people are reluctant to hire an advisor

Studies have shown that most people will benefit from an advisor's assistance, realizing a 4%-plus increase in their yearly return, even after fees.

Considering an equity ownership structure? Here are 4 questions to consider
NEWS OPINION JUL 12, 2023
Considering an equity ownership structure? Here are 4 questions to consider

Offering employees an ownership stake can give you a valuable tool to attract and retain great people, and it often makes internal succession much easier.

401(k) lawsuit over ESG is a sign of the times
NEWS OPINION JUL 05, 2023
401(k) lawsuit over ESG is a sign of the times

A plaintiff alleges that ESG led to lower returns, but the case brought against American Airlines' defined-contribution plan might be more political than substantive.

How tuck-ins help advisory firms grow effectively
NEWS CUSTODIAN JUL 05, 2023
How tuck-ins help advisory firms grow effectively

The approach, which is commonly part of an independent advisor's succession plan, also offers smaller firms the chance to scale quickly and efficiently.