Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. 5 Ways to Take Financial Stress Out of "Adult-ing" How to Get More Customer Referrals The Benefits of a Home Inventory Clients Who Retire With “Means" But Little “Meaning" How to Determine Whether or Not You Want to Report Financial Abuse Which Credit Card is Best for You? The Fed Has Finally Been Trumped 8 Questions to Ask Yourself Before You Call It Quits How to Preserve the Little Moments that Add up to the Novel of Your Life 4 Steps Towards Financial Independence Loyalty vs. Advocacy: Likely to Recommend vs. Actually Recommending The Top 3 Errors Aging Clients Make with Their Finances Financial Success: Less is More How to Protect Yourself from Sophisticated Fraudsters During Tax Season The Millennial Retirement Path Active Participants: The Case for Collaborative Portfolio Construction 9 Steps to Being a Change Leader Don't Ignore This Powerful Financial-Planning Tool Happy 8th Birthday Bull Market: What Investors Should Do Now Three Charitable Giving Strategies That Anyone Can Use The Best Time to Manage Customer Expectations How Long Do You Plan to Live? 5 Ways to Propel You on the Right Path Forward Millennials vs. Their Baby Boomer Parents Tax Write-Offs for Elder Care With Interest Rates Rising, Is Buying a House a Good Idea? Is There an Antidote to Market Worry? The Time to Build an Ark Is When the Sun Is Shining 8 Financial Mistakes to Avoid as a Young Adult Thought Leadership Is Not Insight Lies, Damned Lies and Statistics: Which Do You Believe? Does Hedge Fund Branding Drive Asset Flows? What to Do When Your Client Has Serious Memory Problems The Rare Rewards of Service Professionalism How a Sizeable Tax Refund Can Lead to Bigger Paychecks Should We Be in Cloud 9 About "The Cloud"? It's the Fiduciary Standard That Matters: NOT the Rule Goodbye to Financial Planning Titan, Richard Wagner Council of Leading US Economists Predict “Dow 50,000 during Trump" What You Need to Know About Accounting and Financial Reporting in 2017 Two Things That Minimize the Pain of Tax Time 70 Percent of Customers Are Lost From Neglect How To Deal With Life's Unexpected Moments 4 Easy Ways to AMAZE Your Customers How to Work a Room Legacy by Design, Not by Default How Much Retirement Income Will Aging Clients Need? How to Avoid Retirement Disaster The Value of a Fiduciary Advisor Reaches 4% in 2017 A Rate Hike from the Fed Doesn't Mean a Panic Hike for You The World Is Not Becoming Passive: It Is Becoming Active in a New and More Useful Way Trending Private Market Outlook Amidst Macroeconomic Uncertainty Increase Impact With Fewer Words Deciphering Retail Sales Data: Does it Truly Reflect a Strong Consumer? Doctors Don’t Do Discovery Meetings Strategically Designing a Trusted Retail Investor and Advisor Community Finding Opportunity Amidst the Headlines: The Case for Long-Term Investing Does Your Personality Influence the Sale? Active ETF Growth Continues To Amaze ⇤ « 126 127 128 129 (current) 130 131 132 » ⇥ 129 / 173