Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. 403(b) Plans: The Flaws Teachers Should Know Don't Assume "CFP" Equals "Fiduciary." Ask 2 Essential Questions How to Overcome Your Niche Fears What to Leave Out When Making Your Will The Inspirational Power of Promises Fulfilled Surprising Results on Fitness Trackers & Implications for Investing Weighing up the Benefits of Choosing a Lump Sum Over Periodic Alimony Red Wins! The Impact Inside Your Portfolios Why Donald Trump's Rise to Power Doesn't Require Tactical Portfolio Changes What Trumps' Win Means for Technologists If Post-Election Volatility Has You Spooked, Look to Your Investing Goals "A World of Creative Destruction" — How Corning Continues to Dominate 6 Retirement Moves to Make in Your 30s Cybersecurity: Are You Ready or Not? Big Decisions Were Made: In Our Coming Days, It Is Time to Go Deep What Apple Picking Can Teach Us About Building a Financial Plan 3 Ways to Help Mitigate the Effects of Emotional Investing How to Prepare for a Medical Event in the Middle of the Night How to Find a Competent Investment Advisor Could This Be the Strongest Form of Brand Engagement? Pruning the Family Tree: How to Avoid Becoming Your Parents 4 Year-End Tax Strategies You Should Consider Now Is FINRA's Proposed Rule for Preventing Elder Abuse All Wrong? The Great Broker-Dealer Chasm of 2017 Will the Bull Market of Today Survive? Scared of Facing Your Financial Fears? How to Get Ahead With Your Money Coaches and Fund Managers: Who's in the Hotter Seat? Employees and Employers Can Benefit From Innovative Transitions Into Retirement How Will Fiduciaries Get Paid? Breaking Down the DOL Fiduciary Regulation It's Just NOT That Simple! Are You Realistic in Establishing Your Retirement Number? When You Pay Someone to Do Better Than the Market, You Should Expect to Lose Proving Value to Retired Clients: Creating a Financial Checklist Is the U.S. Stock Market Not Overvalued? 11 Questions You Must Ask Yourself Before Making Important Decisions Lessons From a Master in the Art of Aging: Leonard Cohen 5 Ways to End Destructive Relationship Patterns Once and For All How to Map a Plan to Master DOL Compliance Going Through Divorce? What Can be Learned from Johnny Depp and Amber Heard Exploring Options for Your 401(k) When You Change Jobs How Providing Care Affects the Caregiver How Advisors MUST Control Client Expectations and Outcomes Why Do Financial Advisors Shoot Themselves in the Foot? 4 Steps from a Life of Financial Morbidity to Financial Health Every Dollar Serves a Purpose: Why You Need to Know What That Is Advisors: Three Easy Ways to Help Hospitalized Clients 97% of All Money Managers Don't Do as Well as a Third Grader 5 Domains in Which Beacons Will Cause Disruption The Kindness GAP: Differentiation by Practicing Civility in Uncivil Times The Truth About UHNW Millennials: Why Your Assumptions May Be Wrong Why Salespeople Must Discover Their Inner Chameleon to Succeed Trending Morning Habits That Drive Higher Productivity for Financial Advisors The Tech Sell-Off Is Hiding a Stronger Bull Market The Secret Engine Powering the Greatest Growth Story We’ve Ever Seen A Nasdaq 100 Fee War Has Begun: What Advisors Need to Know About QNDX Every Exception Costs More Than You Think Why AI Is Making Human Judgment More Valuable Than Ever Crypto Voters Could Shape the 2026 Midterms: What Advisors Need to Know AI Isn’t Failing Financial Advisors. Their Instructions Are. ⇤ « 156 157 158 159 (current) 160 161 162 » ⇥ 159 / 197
