Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Should I Feel Lucky to Have Multiple Kids in School at Once? 5 Impact Investing Trends That Emerged From 2017 What Is the Toughest Challenge a Leader Faces Today? Worldwide Empowerment Through Investments in Technology and Communications The Five Key Trends in Business Intelligence Successful Investing Depends on Behavior How Tax Reform May Impact You Does Your Advisor Recommend a Strategy They Don't Subscribe to Themselves? Navigating the Critical Decisions of Solo Agers Did You Go Beyond the Presents This Holiday Season? Have Fun With Your Savings and Spending How to Create a Personal Legacy Statement The Upside to Doing Away With Holiday Office Parties Bitcoin Is Different Than the Currency We Use in Three Fundamental Ways What You Need to Know About Fee-only Financial Advisors If You're in the Herd, This Is the Only Way Out Key Tax Changes Being Checked Twice by the President 5 Reasons to Outsource All of Your Bookkeeping in 2018 Don't Invest Like an Insider Understanding Resilience Through a Wealth Psychologist 31 Health Benefits of Napping What Does Spirituality Have to Do With Financial Planning? Who Gives the Most and the Least When It Comes to Holiday Tipping? How to Make Better Decisions with the Laws of Wealth Santa's Salary Increases Just 2 Percent in 2017 to $149,434 Investing in Failure How to Spot Financial Abuse On Sex, Religion, Politics and Money: Breaking the Silence The Unexpected Gift of Social Media How Divorced Parents Can Avoid Getting on Santa's 'Naughty' List Preserving Family Wealth Is About Trust and Communication 7 Steps For Women Who Want Financial Stability Post-Divorce The 5 Most Common Mistakes Retirees Make Are You Better or Worse Off Financially This Year? Remarkable Organizations React to Unexpected Change Better Than Anyone Else The 2018 Global Market Outlook: Three Scenarios Warn Your Aging Clients About This Fake U.S. Marshal Scam The Most Dangerous Time of the Year for Investors Resilience: Moving From Challenge to Success Why Organizations Need a Conscious Leader at the Helm Private Foundation or a Donor-Advised Fund for a Charitable Giving Strategy Who Really Are The "Investor Class"? How Success Can Breed Mediocracy When and Why Do I Need to Tell My Story? Scammers Are Working Hard to Steal Your Aging Clients Data Retirement Means Gaining Control of Your Expenses Before Worrying Income Guidelines for Holiday Tips and Gifts Leaders: Fundamentals Create Vibrant Cultures and Brilliant Performance 4 Timeless Holiday Financial Gift Ideas Can Hackathons Be a Valuable Business Tool? Trending How To Turn Tax Planning Into a Growth Strategy That Attracts and Converts Clients Inside Interest Rate Swaps: The Hidden Engine Powering Global Finance Someone Must Be Confident in the Market Buffett, Berkshire and Dividends. This ETF Has ‘Em. Positioning Life Settlements as Analogous To Private Credit for Institutional Investors The 3 Essential Pillars of Autonomy Every Financial Advisor Must Master Scale Smarter: 3 Expert Strategies for Growing with Outsourced Providers Unlocking Growth and Exit Success: The Power of Centers of Influence ⇤ « 124 125 126 127 (current) 128 129 130 » ⇥ 127 / 183