Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. 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 Investing: Two Simple Rules to Help You Get Out of Your Own Way 10 Ways to Lose a Lead Why Are Hedge Funds Getting Clipped? 5 Tips to Managing Your Emotions During a Volatile Market Before You Withdraw From 401(k) Make Sure You Know all the Options Estate Planning: Talking About and Tackling the “Details" Surrounding Illness and Death Estate Planning from Prison? How to Uncuff the Financial Frustration The 7 Most Important Financial Planning Tips for Every 40-Something Have You Ever Met a Fallen Angel? Timeless Wisdom: Erich Fromm's Great Shams 4 Market Predictions for the Rest of 2016 Advisors: Can a Great Value Proposition Help You Land More Clients? Face-To-Face With A Dinosaur: The AUM Fee Schedule Always Focus on the Big Picture So You Don't Have Sweat Small Stuff When Investing, It's Crucial to Be Aware of Our Feelings, BUT... What The Last 1,095 Days Have Taught Me About Life, Myself, and Being an Entrepreneur 5 Things That Keep CMOs Up at Night Analyzing Why Millennials Think Differently About Money Easy Steps to Organize Personal Care for an Aging Loved One Man and Machine: A Glimpse Into the Future of Financial Advice Unconventional Tactics to Overcome Negative Bosses The Arrival of the 4th Industrial Revolution: Harnessing Its Impact and Opportunities New “Best in Breed" Approach to Wealth Management Technology The 5 Levels of Discretion: How Much Control Should You Give Your Financial Advisor? Are the Capital Markets Headed for a Major Correction and Will Hedge Funds Help or Hurt? Trending Why Financial Advisors Practice Their Golf Swing More Than Their Value Proposition Nvidia’s $10 Trillion Path Just Got Easier Why International Investing Is Important Stop Proving Something Your Prospect Already Believes NVIDIA, Inflation and the Fed: What Investors Need to Know Heading Into September Druckenmiller’s Bond Market Warning: What It Means for Investors Now Why Clients Really Leave Their Financial Advisors—and It’s Not Fees Beyond AI: Why Small-Cap Stocks Could Have More Room to Run ⇤ « 160 161 162 163 (current) 164 165 166 » ⇥ 163 / 199