Opinion

Displaying 2154 results
NEWS OPINION SEP 30, 2012
Bone up—for your clients' financial health

Now that the Supreme Court has upheld the constitutionality of the health care reform law, advisers need to study it thoroughly.

By MFXFeeder
NEWS OPINION SEP 23, 2012
Hold members of Congress accountable

It is deplorable that the serious economic issues that the country faces won't be addressed between now and the Nov. 6 election.

By MFXFeeder
NEWS OPINION SEP 16, 2012
Facing the fiscal cliff without a plan

The 2012 presidential and congressional elections are just seven weeks away, and neither presidential candidate has offered a realistic proposal to reduce the rate of growth of the country's debt.

By MFXFeeder
NEWS OPINION SEP 10, 2012
Taxing task: Preparing for the unknown

As summer winds down and the presidential election looms, financial advisers' thoughts must turn to 2013 tax investment planning for their clients.

By MFXFeeder
NEWS OPINION SEP 09, 2012
SEC's task for advisers: Tending to the hedges

The SEC has called on advisers to become more familiar with hedge funds and learn how to keep on top of that constantly changing universe.

By MFXFeeder
NEWS OPINION SEP 09, 2012
Key reasons for joining an OSJ

Deciding whether to affiliate directly with a broker-dealer or join an existing OSJ involves evaluating factors in your own business, including finances, culture and contractual relationships

By Jodie Papike
NEWS OPINION SEP 02, 2012
When duty clashes with public policy

By MFXFeeder
Advisers need to practice what they preach
NEWS OPINION SEP 02, 2012
Advisers need to practice what they preach

Advisers who continue to put off developing and implementing a succession plan are being shortsighted.

By Jim Pavia
NEWS OPINION AUG 20, 2012
A dimmer future for equity returns

Financial advisers should consider all the evidence pointing toward lower equity returns, but be prudent in their approach to bonds.

By MFXFeeder
NEWS OPINION AUG 12, 2012
Financial literacy must be a priority

In this election year, financial professionals should be beating the drum to make sure that financial literacy programs continue to receive funding support.

By MFXFeeder
NEWS OPINION AUG 08, 2012
The Interactive Adviser: Expanding your firm online

More and more advisers are posting, tagging and tweeting their way to business growth

By John Anderson
NEWS OPINION AUG 05, 2012
Worst Olympic financial flops? InvestmentNews names names

By John Goff
NEWS OPINION AUG 05, 2012
Don't buy it

Reimplementing Glass-Steagall won't change Wall Street's single-minded pursuit of the almighty dollar.

By John Goff
NEWS OPINION JUL 29, 2012
Editorial: Heavier SEC fines unlikely to dent fraud

You can't fine someone unless you catch them. And most securities fraud goes undetected.

By MFXFeeder
NEWS OPINION JUL 29, 2012
Adviser SRO: It could be the SEC after all

Support for Bachus bill seems to be fading as Congress hears more about possible Finra oversight

By Blaine F. Aikin
NEWS OPINION JUL 22, 2012
Planning events to attract millennials

Events that millennials attend with their parents are a great way to let clients serve as a conduit to the next generation

By MFXFeeder
NEWS OPINION JUL 22, 2012
Limiting damage from the Libor scam

Financial advisers have several responsibilities toward their clients as the investigations into possible rate-fixing continue

By MFXFeeder
NEWS OPINION JUL 15, 2012
Beware of style drift in mutual funds

Too much style drift is a strong indication that a fund's manager, or managers, have veered away from a fund's stated investment objective.

By MFXFeeder
A changing of the guard at InvestmentNews
NEWS OPINION JUL 08, 2012
A changing of the guard at InvestmentNews

When I became editor of <i>InvestmentNews</i> nine years ago, we had seven reporters and a handful of editors who produced a weekly print newspaper.

By Jim Pavia
NEWS OPINION JUN 26, 2012
Editorial: Preparing clients for a low-return reality

Our nation's economic recovery stands pretty much where it started off six months ago: improving, but not fast enough.

By MFXFeeder