Opinion

Displaying 2154 results
NEWS OPINION JUN 13, 2012
The financial adviser's quick guide to social media archiving

Social media is an incredibly fun and effective way to engage with millions of people online. Along with the excitement, however, is the perceived buzz kill—FINRA and SEC compliance standards.

By Amy McIlwain
NEWS OPINION JUN 10, 2012
Real student debt problem is private

President Barack Obama and Congress should focus their efforts on helping students avoid predatory high-interest loans from private lenders.

By MFXFeeder
NEWS OPINION JUN 03, 2012
Facebook lessons learned

The Facebook IPO flameout carries both healthy and unhealthy lessons for the investment community.

By MFXFeeder
NEWS OPINION MAY 21, 2012
Giving due diligence its due

By Bloomberg
NEWS OPINION MAY 03, 2012
Pin your hopes on Pinterest to reach women

By Lavonne Kuykendall
Minimizing global investment risk
NEWS OPINION MAY 03, 2012
Minimizing global investment risk

Investment advisers and their clients once again have turned to emerging markets as they scour the globe chasing higher returns.

By David Marcus
NEWS OPINION APR 19, 2012
Tuning up implementation of modern portfolio theory

The problem isn't with MPT but with the way it has been implemented

By Scott A. MacKillop
NEWS OPINION APR 15, 2012
Centralizing retirement accounts

By Jack Sharry
Mom's adviser actually listened to her
NEWS OPINION APR 11, 2012
Mom's adviser actually listened to her

My parents were married for 56 years, so when my dad passed away in 2006, it was no surprise that my mom suddenly found herself lost and alone.

By Jim Pavia
NEWS OPINION APR 10, 2012
Fiduciary standard doesn't raise costs: Study

By MFXFeeder
NEWS OPINION APR 08, 2012
Going beyond a shameless plug

By Kristin Andree
More than a wrist slap needed for insider traders
NEWS OPINION MAR 20, 2012
More than a wrist slap needed for insider traders

Raj Rajaratnam, the hedge fund tycoon convicted of conducting the world's biggest insider-trading scheme, faces sentencing Oct. 13

By Jim Pavia
NEWS OPINION MAR 18, 2012
Why housing deserves another look

As the housing market starts to recover, advisers and investors might want to reconsider portfolio allocations.

By Brad McMillan
NEWS OPINION MAR 11, 2012
Gathering information to improve service

By Kristin Andree
NEWS OPINION MAR 06, 2012
Why advisers aren't true professionals

By MFXFeeder
NEWS OPINION MAR 04, 2012
Leveraging retirement fee disclosure rules

By Blaine F. Aikin
NEWS OPINION FEB 14, 2012
Catch-up contributions help retirement

By Lule Demmissie
NEWS OPINION FEB 09, 2012
Why Merrill Lynch's small-account penalty is a big mistake

New policy could sour relationships in a business built on relationships; from small acorns ...

By Danny Sarch
NEWS OPINION FEB 09, 2012
Why this is a golden age of opportunity for financial advisers

By Bloomberg
NEWS OPINION JAN 08, 2012
Using employer stock in qualified plans

By MFXFeeder