Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Financial Planning Checkup: 5 Questions You Must Ask Yourself Which Should Contribute to a Roth 401(K) or a Traditional 401(K)? Why Companies Need to Bring Mobile Technology to the Marketing Table 7 Ways to Take Charge of Your (Amazing) Life Post Divorce Managing Your Money When You Lose Your Job Financial Planning and Sports Improve Your Life Income Tax Deductions You've Most Likely Overlooked Separating Our Financial Heads from Our Political Hearts Four Steps to Starting Your Own Advisory Firm “Just Divorced" 10 Digital Jobs That Didn't Exist 10 Years Ago Sports Authority's Road to Filing Chapter 11 Bankruptcy Leading Business in Today's Environment Isn't for the Risk-Averse Pros and Cons of Immediate Annuities How Boomers and Generation Xers Are Facing the Retirement Crisis The Benefits of Reducing Your Tax Refund Why Treating Your Employees as Your Customers Will Create Success Does It Matter What Kind of Investor Your Client Is? How To Beat Your Larger Competitors The Man In The Glass How Well Do You Know Your Financial Advisor? 5 Questions You Should Ask Millennials - Don't Just Speak to Your Parents, Do Your Own Planning No End in Sight: Rising Rents Are Slamming the Middle Class Navigating Anti-Money Laundering Requirements for RIA Firms How To Ignore Fear-Mongering Headlines (And Still Sleep At Night) Don't Let Criminals Steal Your Identify How Risky Is Your Revenue Plan? Giving and Happiness: A Complicated Partnership Finance and Feelings: Navigating Life's Twists and Turns Daring to Reflect to Multiply Your Impact as a Leader How Changing Your Mindset Creates Successful Resolutions LOVE: Estate Planning's Four-Letter Word Boston's MBTA Use of Wall Street Derivatives “Reckless" Did the Sky Fall When Starbucks Changed It's Loyalty Program? These Are the Times When Great Advisors Shine Why I Wrote Work Your Wealth (and What It Has to Do With You) How to Help If a Client Shows Signs of Dementia Don't Just Leave Money Behind ... Leave a Legacy The Last Fight 8 College Repay Plans – and Counting What is Longevity Risk? 5 Ways to Effectively Manage Your Emotions During Divorce How To Feel Rich—Even When The Markets Are Down How to Overcome Your Fear of Financial Planning Why Bankers Will Survive the Next 20 Years 8 Key Insights Into the Future of News Transferring Wealth the Right Way 5 Things Service Professionals Should ALWAYS Say… “Lehman Sisters" – Would Banks Be Better If More Were Run By Women? How To Stop Arguing About Money – For Good 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. ⇤ « 168 169 170 171 (current) 172 173 174 » ⇥ 171 / 197
