Opinion

Displaying 2157 results
NEWS OPINION AUG 04, 2009
Krawcheck in; Sontag Out

Is this a good trade for Merrill Advisors?

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

By DSARCH
NEWS 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
NEWS OPINION JUL 28, 2009
Whatever happened to confidentiality?

By Danny Sarch
NEWS OPINION JUL 23, 2009
Myths, lies and recruiting truisms

Veteran recruiter Danny Sarch kicks off his exclusive <i>InvestmentNews</i> blog by debunking what passes for conventional wisdom in the world of broker and adviser hiring.

By Danny Sarch
NEWS OPINION JUL 16, 2009
Should clients annuitize their retirement assets?

With the decline in the stock market over the last year, there is renewed interest in lifetime income guarantees for retirees. So, does it make sense to annuitize retirement money or roll the dice with market based returns?

By Charles J. Farrell
NEWS OPINION JUL 12, 2009
It's time to rethink retirement plans

An investment fiduciary's duty of loyalty demands that the investor's best interests guide the decision-making process.

By Blaine F. Aikin
BRIC group offers opportunities
NEWS OPINION JUL 12, 2009
BRIC group offers opportunities

The BRIC group &#8212; Brazil, Russia, India and China &#8212; for a number of years has functioned as a proxy for large developing markets with an attractive long-term return potential.

By Martin Jansen
NEWS OPINION JUL 01, 2009
Frozen 401(k) matches are discouraging employees from contributing

By jmancuso
NEWS OPINION JUN 07, 2009
How deep is the investment canyon?

On a recent trip to Singapore, my wife and I took a cable car ride between two islands.

By Brad McMillan
NEWS OPINION JUN 07, 2009
SEC's Aguilar urges fiduciary standard

In my last Fiduciary Corner column, I wrote about the significant benefits that would result if, as a result of regulatory reform, all who provide financial advice &#8212; including broker-dealer representatives &#8212; are held to the fiduciary standard of care established under current laws.

By Blaine F. Aikin
NEWS OPINION JUN 04, 2009
It's prudent not to count on Medicare and Social Security benefits in retirement planning

Two of the primary pillars of retirement security are not just on the ropes, but actually on life support.

By Mark Bruno
NEWS OPINION MAY 21, 2009
Diversity is still king for portfolio protection

Safety and security for retired investors have been overrated, and we need to think differently about these concepts and about diversification.

By Charles J. Farrell
NEWS OPINION MAY 18, 2009
Summer client events that generate referrals

Summertime is coming up quickly and you know you want to hold client events, however you don't have the staff or budget available in the past. How can you create events that will impress clients and gain referrals?

By Maureen Wilke
NEWS OPINION MAY 10, 2009
How a 'universal' fiduciary standard would change how financial advisers do business

Some time ago, a reporter asked me a simple yet profound question: &#8220;If everyone providing investment advice were held to a fiduciary standard of care, how would things be different than they are today?&#8221;

By Blaine F. Aikin
NEWS OPINION MAY 04, 2009
Keeping clients on track for retirement

By Mark Bruno
NEWS OPINION APR 20, 2009
Use technology to streamline client communications

To communicate with both ends of the client spectrum, top advisers employ technology to make processes predictable, sustainable and repeatable

By Maureen Wilke
NEWS OPINION APR 17, 2009
Now may be the time to buy that vacation home

By Charles J. Farrell
NEWS OPINION APR 12, 2009
For fiduciaries, loyalty is everything

Woodrow Wilson may have been right when he said, &quot;Loyalty means nothing unless it has at its heart the absolute principle of self-sacrifice.&quot;

By Blaine F. Aikin
NEWS OPINION APR 06, 2009
Memo to SEC, DOL: Regulate target date funds — now

By Bloomberg