Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Why You Should Disrupt Your Own Business Before a Competitor or New Start-Up Does Should You Give Your Kids Their Inheritance While You Are Still Alive? Understanding the Trickiness of Dividing Annuities in Divorce The Conflicts of Interest Around 401(k) Plans How to Get to Yes With Millennials 10 Best Apps for Travel Hacks Living Through Life's Financial Disruptions 3 Crucial Questions Your Law Firm Must Answer to Succeed My Kids Are So Different – How Do I Plan My Estate? Robos: The Empire Will Join You Now How to Use Refinancing for Anyone Cash-Strapped in Retirement Make the Experience Faster and More Personal The Net Present Value of a Lost Customer? Breeding the Next Generation Advisor Inheritance: 3 Steps to Handle the Details In Investing as in Politics, It's Wise to Stay Focused on the Evidence How One Financial Planner Saves for Retirement Helping a Loved One Through Elder Care? 10 Tips to Relieve Anxiety and Stress Medical Innovator Zhenya Abbruzzese, On Why Her Best Years Are Still Ahead The Financial Failings of NBA Star What Would You Do if You Stopped Watching the Market? A Man Is NOT Your Retirement Plan The Greatest Financial Risk for Depleting Retirement Resources In an Innovation Economy, the Courageous Will Inherit the Earth Customer Service: The Value of Rewarding 'Above and Beyond' Behavior How to Market to Prospective Customers Through Pokémon Go Word of Advice on Where (and How) to Live After Retirement Closing the Gender Gap in Financial Careers Requires Creativity 12 Tips to Effectively Communicate with a Gen Zer 7 Ways to Boost Your Financial Future After Your Child Graduates From College What to You Need to Know About Advisors Repapering Your Account Remember Bernie Madoff? 5 Questions You MUST Ask to Avoid Bad Financial Advice The Many Myths and Misconceptions About Divorce The Greatest Danger in the World Today These Things I've Come to Know as a Financial Planner The Sad Reality Is That Very Few People Plan Ahead for LTC How to Make Room for Travel in Your Life Blindsided by Divorce Toasting Marshmallows (And Other Financial Secrets) Is Your Client a Modern-Day Sisyphus? Three Ways to End the Vicious Cycle Banishing the Big White Elephant When a Client is Grieving You're Paying Your Sales People HOW MUCH? 5 Things We Can Learn from Brexit When Job Hunting Are You Expecting Medicare to Pay for Long-Term Care? Don't! 7 Key Principles of “Entitlement De-Programming" for Millennials The Why of Customer Experience Excellence Don't Forget the Human Touch! Digitization's Value Doesn't Extend to Customer Experience How Bitcoin and Micropayments are the Future of Content Delivery Investing in ETFs: How They Fit Into an Investment Strategy Credit Card Maxed Out? In a Deep Financial Hole? "Toughing It out" May Not Be the Answer Trending 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. The Trust That Brings Them Back Wall Street Is Betting Big on Micron—Can It Deliver? Gambling vs. Investing and the H-Factor Odds-Based Framework The Future of Wealth Management Technology Is Here ⇤ « 161 162 163 164 (current) 165 166 167 » ⇥ 164 / 197
