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Let’s innovate by reaching clients via mobile apps
Technology is often one of the most noticeable areas in need of support — especially when compared to other retail or consumer channels, and specifically in terms of mobile apps.
Welcoming the return of industry conferences
Betting that conditions will improve and restrictions be lessened in coming months, a sprinkling of fintech companies and others in and around the financial advice business have announced a resumption of live conferences to be held later in the year.
No excuse not to find missing plan participants
The Labor Department has stepped up its audits of plans that have lost track of participants, and noted last month that in 2020 alone, investigators had helped reunite missing participants with plan benefits “with a present value in excess of $1.4 billion.”
Regulators must address savers’ cognitive decline
Today, unfortunately, cases of cognitive decline are prevalent, and the informal and below-the-radar approaches that addressed the issue in the past are inadequate to meet the current challenge.
A resolution to cover the topics advisers value most
We resolve to increase the breadth of topics we bring to our adviser audience because we know clients are expecting and needing more right now.
Investing depends upon a stable government
Clients look to advisers for stability — especially when everything we thought as a nation about our republic was thrown into question in just a few short hours
Advisers must examine college savings strategies to get clients to their goals
Schooling remains crucial for career prospects, but with tuition sky high many parents are questioning college savings and the value of an education
End the confusing muddle of advice standards
Establishing an easily understood rule for advisers shouldn't be this difficult
Congress must set aside differences and put savers first
Legislation that helps people build their nest eggs is more necessary than ever, given the retirement savings of U.S. workers are still far from where they should be
DOL’s ESG rule an instance of America’s divide
It appears unlikely a Biden administration would be able to overturn the rule
Advisers can’t always rely on market performance
Volatility is quickly becoming a way of life post-pandemic, and the rally of the past decade may be giving way to a new era of market turbulence
Lessons from the financial experts
For advisers and their client, there is no one best way to invest
Planning for uncertainty around Social Security
The shutdown caused by the pandemic threw millions of people out of work, which cut into the FICA payroll taxes that fund Social Security payments
Mapping a momentous shift in adviser geography
With technology allowing advisers to serve clients from almost anywhere, what’s stopping them from relocating their whole operation to greener pastures?
Shining stars who find the time to help others
Philanthropy delivers multiple benefits, but one of the most important is connecting with people uniquely
The SEC’s adoption of e-delivery is well overdue
The commission must consider carefully the interests and needs of all investors
We’ve come a long way, but still not far enough
Honoring and celebrating diversity and inclusion in the advice industry is paramount — now more than ever
From new normal to new paradigm
How half a year of quarantine has affected the financial services industry
Talking politics on Twitter? Proceed with caution
It’s not just about the potential for losing prospective business, but how political viewpoints can impact the adviser-client relationship
Advisers can shine a light on the darkness of 2020
Financial advisers are ideally situated to help clients talk through the unforeseen challenges a global pandemic brings
