Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. What Makes ETFs Tax Efficient? Marketers: 7 Things to Start Doing Right Now Why Do Mutual Fund Wholesalers Leave Terrible Voicemails? Personality Plays a Bigger Part Than IQ in Financial Success Will We Reach a Point Where Humans Won't Provide Any Service to One Another? Forget What You Think You Know, These are the Real “4 Ps" of Marketing Not All College Savings Plans Are Created Equal 5 Smart Money Moves To Make Before Summer Want to Learn Faster? Forget These Three Things Got Something to Hide? Be Careful What You Believe: The Prison of Two Ideas Do You Believe in the Inflation Boogeyman? Capturing the Attention of Millennials: Be Relevant and Digital Financial Dilemma: I'm Out of Time 6 Common Investment Mistakes Most Retirees Make Data from Cash Disruption: A Clear Advantage for Fintech Firms 20 Questions Children Should Be Able to Answer About Their Families Are You Finding Fulfillment in Your Work? Apex 2017: Inspiring Discussions at the Crossroads of Health and Wealth Fighting for Women's Wealth and Health How to Create Achievable Transformational Change Don't MAKE the List ... DO the List Are You In Charge or In Control of Your Financial Future How To Effectively Deal With The Stock Market's Ups and Downs How to Educate for an AI World Segmenting the Millennial Market Is Key for Advisor Opportunity Illiquid Real Estate Investments May Protect Investors from Bad Instincts Create a Strong Financial Plan by Asking These Questions Options for College Sticker Shock What to Do If Your Advisor and a Financial Specialist Collide The Associated Risks of Growing Older What are Your UICs? Lessons from American & United Airlines Customer Experience Debacles Do You Know the Origins of a Fiduciary? How the Election Has Affected the Credit Markets The Question We Should Ask All Young People Why You Should Warn Your Aging Clients About Medicare Fraud Why I Chose a Health Cost Sharing Ministry Over The Affordable Care Act Reality Check: 24 Stock Market Facts You Need to Know What Do Financial Advisors Actually Do? 6 Tips to Increase Your Online Financial Security Are You a Leader Who Lights Fires? 16 Signs You're Doing Much Better Than You Think You Are Devoting Purposeful Mental Energy to One Thing at a Time When to Turn to a Specialist With Your Financial Planning How Embracing Risk Can Help You Make Smart Investments Being Genuine Will Help Your Business Big Data and Your Wallet The Inability to Objectively Look at Data Can Be Fatal Is Robo Advice Better Than No Advice? Agile and Waterfall, Do You Have a Choice in Your Design Process? Trending A New Approach to Indian Equities Bad Referrals? Almost an Oxymoron The Primary Functionality of Secondary Funds Stock Buybacks Are Growing Again Exploring a Real Estate Niche in the Private Credit Markets Conservative Sector Could Be Interesting AI Play Data-Driven Decisions: Key Insights from Hamilton Lane's Market Overview with Jackie Rantanen A Cost-Effective Way To Tap Emerging Markets Stocks ⇤ « 125 126 127 128 (current) 129 130 131 » ⇥ 128 / 174