Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Making Lemonade from Lemons: The DOL Opportunity How to Ensure Employee Adoption in Digital Transformation Whole Life Insurance: Or Why You Don't Need a Car With a Built-In Dishwasher How Money Avoidance Leads to Financial Failure 5 Modern Menswear Rules to Live By Analyzing the Doves and Hawks Mulling Their Options at the Fed Developing A Client Base for High Valuation Do Your Grandparents a Favor When it Comes to Identity Theft What Is the Election Going to Do to My Investments? Analyzing the Options to Save for Your Child's College Education Bitcoin: Ringing the Bell for a New Asset Class Food-Based Medicines: Nestle's Drive to Nutrition, Health and Wellness We Are All In The Perception Business! The Inner Workings of Clients' Financial Decision-Making Ability Learn to Ride the Surge: Keeping Your Emotions at Bay When the Market Fluctuates What Matters: Tell Me What You Really Think 5 Mistakes Costing You Hundreds (if Not Thousands) In Savings A Simple Revamp to Improve New Employee Orientation Clinton Vs Trump: It's Crunch Time for Election Uncertainty 5 Strategies to Empower, Enrich & Recharge Your Financial Life This Fall Aging Trends and Preferences of Adults Aging Matters If You're in Sales, You're NOT a Thought Leader What Personality Types do the Best in Sales? 5 Surprising Stats Tax Strategies for a Roth IRA Divorce: What Can be Learned from Brad & Angelina's High-Net Worth Situation The Easiest Way to Save Money (it's a No-Brainer) What Income Investors Should Do Now How One Woman Paved Her Own Way and Left An Abusive Marriage A Widespread Talent Shortage Exists — 10 Strategies for Attracting Top Talent Testamentary Capacity: Why It's Important for Frequent Estate Plan Updates FinServ: If We Genuinely Mean It When We Say We Want to Innovate There Are No Excuses What To Do With The Impaired Financial Professional? Advisors: What's In Your Pipeline? Stock Valuations Are Elevated, but Are Current Prices Unprecedented? Don't End Up a Basket Case Like Hillary Clinton or Donald Trump 6 Missed Opportunities to Avoid With Your 401k 4 Tips for Women Who Earn More Than Their Husbands Fundamentals of Investing: Understanding Risk Why It's Important to Remove Emotion From Your Clients' Decisions How Advisors Can Avoid Becoming the Next Taxi Drivers The Power of a Culture of Customer Experience Excellence Keeping More of What You Make: Two Demons Eating Up Your Investment Earnings The Best Approach to Working Through Financial Matters During Transition Is Your Business Ready to Deal With Eternal Change? Got That Hard-Earned Raise? Here's How to Avoid Lifestyle Creep Tips on When to Use a Traditional or a Roth IRA 5 Smart Questions to Ask About Your Retirement Accounts Mega Business Trends That Will Impact All Of Our Careers Why Advisors Cannot Ignore The Aging Client Issue Interim CEO: Frequently an Intergral Element to a Successful Transition Trending Stop “Selling” To High-Net-Worth Prospects The Growing Deep Fake Scam Crisis What Happens When Apple Stops Falling? Convertible Bonds Merit More Attention Do Financial Planners Plan With the Tools They Use on Their Clients? A New Approach to Indian Equities Bad Referrals? Almost an Oxymoron The Primary Functionality of Secondary Funds ⇤ « 135 136 137 138 (current) 139 140 141 » ⇥ 138 / 174