Opinion

Displaying 2173 results
OPINION OCT 05, 2009
Everyone Should Have a "Plan B"

Remember a year ago? Worst case scenarios DO happen.

By Bloomberg
OPINION OCT 04, 2009
A guide to helping create living wills

The debate about health care reform has resulted in at least one potential benefit: People are talking about end-of-life decision making

By Amy Florian
OPINION OCT 01, 2009
Good People Have Options

Both good companies and troubled companies have some lessons to learn

By Danny Sarch
OPINION SEP 27, 2009
Making 20 years of hindsight pay off

I recently cleaned out some old files in my home office and pulled out some account statements from 2000.

By Brad McMillan
OPINION SEP 24, 2009
Arrogance Is Out

A CEO of one of the independent brokerage shops told me a story the other day.

By DSARCH
OPINION SEP 18, 2009
Attention Good Advisors: I want to know YOUR story

The Bad Advisors and outright crooks always grab the headlines; time to strike back.

By Bloomberg
OPINION SEP 15, 2009
Warning: Hubris Brings Down the Best of the Best

If it happened to Federer, it could happen to you

By Bloomberg
OPINION SEP 13, 2009
B-D reps will reap benefits of reform

In the lexicon of regulatory reform, “harmonization” is a key word.

By Blaine F. Aikin
OPINION SEP 10, 2009
To annuitize or not: The debate continues

In my <a href= http://www.investmentnews.com/article/20090716/REG/907159988>last column</a>, I provided an analysis of the income guarantees from a life-only, immediate annuity versus the likelihood of running out of money if you kept your retirement savings invested in the markets. I received a lot of comments on that column, and I thought I'd respond to several of them.

By Charles J. Farrell
OPINION SEP 08, 2009
Does Loyalty Have a Place on "Wall Street"?

By Danny Sarch
OPINION AUG 31, 2009
What is "culture" at a company anyway?

Can you keep that &quot;culture&quot; intact with so many changes happening within the organization?

By Danny Sarch
OPINION AUG 19, 2009
A Conversation in Sarch's office. In 2016. (Part 1)

Hold onto your books. Because Management is not what is used to be--Or will be.

By Danny Sarch
OPINION AUG 18, 2009
Windows 7: What advisers need to know

Microsoft's latest operating system will become available to advisers and the rest of the world Oct. 22. The system will grace the shelves of retailers in all its shrink-wrapped glory, but most folks will be buying it pre-installed on new desktop or laptop PCs. Experts believe that the buy-it-installed route is the way most users,

By Davis Janowski
OPINION AUG 16, 2009
The process of picking a co-fiduciary

By definition, prudence involves the exercise of skill and good judgment in the use of resources. It is a core fiduciary duty.

By Blaine F. Aikin
OPINION AUG 13, 2009
Wirehouse Woes

The Four Remaining Wire Houses Will Succeed or Fail Based on How Well They Address These Three Things

By Danny Sarch
OPINION AUG 10, 2009
Note to Compensation Czar: The Best Performers ALWAYS Have Choices

Top earners are being given a major reason to look elsewhere

By Bloomberg
OPINION AUG 04, 2009
Krawcheck in; Sontag Out

Is this a good trade for Merrill Advisors?

By Danny Sarch
OPINION AUG 03, 2009
Contract Renege? Say it Ain't so!

By DSARCH
OPINION JUL 30, 2009
Fire, reload, Re-Hire

Wow, I read this morning that Merrill Lynch has already started aggressively hiring trainee Financial Advisors

By Danny Sarch
OPINION JUL 28, 2009
Whatever happened to confidentiality?

By Danny Sarch