Opinion

Displaying 2155 results
NEWS OPINION NOV 19, 2014
What top Olympians and top advisers have in common

The Olympians at Sochi have this. Peyton Manning has this. Top performers from around the world in sports, music, and even business have this. Most financial advisers should have this, but they do not. What is it?

By Robert Sofia
NEWS OPINION NOV 18, 2014
What to do about dementia? Advice for the adviser

To efficiently serve and protect clients that develop dementia, specific steps can be taken

By Steve Starnes
NEWS OPINION NOV 17, 2014
Building a network beyond CPAs

By Paul Saganey
Bill Gross' exit sparked massive outflows at Pimco
NEWS OPINION NOV 03, 2014
Bill Gross' exit sparked massive outflows at Pimco

Investors pulled billions from his former mutual fund, Pimco Total Return, upon the news of his departure.

By Jeff Tjornehoj
NEWS OPINION NOV 02, 2014
Time to move quickly to aid the impaired

Dementia, Alzheimer's puts advisers in a bind when they try to intervene on behalf of impaired clients

By MFXFeeder
NEWS OPINION NOV 02, 2014
Big glitches go beyond the numbers

$23M issues at ARCP, LPL show breakneck paces of growth can lead to cracks in the corporate façade.

By MFXFeeder
NEWS OPINION OCT 30, 2014
Advisers played a role in market sell-off as they turned to risk-averse ETFs

Pattern of investors moving out of stocks could be set for balance of the year and into 2015.

By Nicholas Colas
NEWS OPINION OCT 26, 2014
Opaque ETFs not in the public interest

SEC must keep investors front of mind and avoid being swayed by fund company arguments about nontransparent ETFs

By MFXFeeder
NEWS OPINION OCT 21, 2014
Do we really need more deliberation on the fiduciary standard, commissioner?

It is time for the commission to get to work and craft a rule to make this policy a reality.

By Barbara Roper
NEWS OPINION OCT 19, 2014
Who should be accredited these days?

Time the SEC revamped the accredited investor definition in a way that broadens the potential pool of investors and strengthens verification that they qualify.

By MFXFeeder
NEWS OPINION OCT 17, 2014
No license to boast

New research shows how uncomfortable self promotion makes listeners.

By Cass R. Sunstein
NEWS OPINION OCT 16, 2014
Follow the smart money to alts

If advisers are truly looking out for the best interests of their clients, the 60-40 portfolio approach needs to change.

By MFXFeeder
NEWS OPINION OCT 01, 2014
Apple Pay may feel painless. At first.

Studies show that people spend as much as 100% more when they don't use 'real' money.

By Cass R. Sunstein
Financial planning programs need champions
NEWS OPINION SEP 28, 2014
Financial planning programs need champions

Bringing awareness of the financial planning profession to college campuses requires a combination of ingredients

By Luke Dean
NEWS OPINION SEP 28, 2014
Fiduciary: Contentious, unsettled

But consensus for one standard building among thought leaders and decision makers

By Blaine F. Aikin
NEWS OPINION SEP 28, 2014
Don't make us laugh

Finra's latest proposal to bring transparency to broker recruitment bonuses doesn't help the investing public

By MFXFeeder
NEWS OPINION SEP 24, 2014
3 major changes taking place in wealth management technology

A three-part transition from technology providers to integrated platform providers is occurring.

By Nathan Berk
NEWS OPINION SEP 22, 2014
The case for taking 401(k)s out of employees' hands

By Tom Gonnella
NEWS OPINION SEP 14, 2014
Advisers need to go back to school

Devoting the time and energy to helping clients with college selection makes advisers more valuable, strengthens client relationships

By MFXFeeder
NEWS OPINION SEP 07, 2014
How to track your social media

By Kristin Andree