Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Who Believed in The Power Rangers? Will You Change with Change? Solving the Complexity of Billing Why Don’t We Tip at McDonald’s? The Environmental Movement Has Stalled Middle-Class Millionaires Are Far From Billionaires The Zelensky Lesson Synapse Summit 2022 and Florida’s Energized Innovation Economy Why Emotions Often Overtake Personal Financial Analysis Investing for Your Young Children: How to Balance Proactive Saving & Financial Education The Humiliation of Vladimir Putin Why Financial Truths Matter The Biggest Evolution Point in Our Industry The Last Thing We Need Is for Banks To Innovate How Ambitious Are You, Really? Interviews With Innovators: Suzanne Siracuse The War as Seen in Washington and Moscow Five Key Questions as the Ukraine War Begins How an Unexpected Bomb That Blows up in Your Face Can Be No Biggie Choice Paralysis: How RIAs can Tackle Tech Overload Workaholism Is About Emotional Pain, Not Money Growing the Value of Your Advisory With a Successor The Power of Small Things Making Order From Chaos The Four Big Megatrends in Financial Services Is Owning Rental Property a Fixed Income Substitute? 7 Ways To Solidify The Confidence You Need To Succeed Does the U.S. Know What Putin is Thinking? Walking Away from the Hustle Understand It Before You Invest in It Who Do the Oddsmakers Pick to Win the 2024 Election? The Evolution of the Hybrid Working Environment 3 Signals It’s Time To Break Out From Expert To Trusted Authority Why Successful Startup Leaders Are Out-of-Step With Others Robinhood: The Perils of Hype & Hope Advocacy Priorities for the Independent Advisor The Future is Human “So Daddy Pays You?” Divorce, Money, and Emotions How to Easily Communicate With Your Clients the Way They Want You To What's The 'Nature' of Uncertainty? In Defense of Longer Meetings Surprise: The Federal Budget Deficit Turns Sharply Lower Time to Create True Profit: 7 Cheap Businesses to Start The Future of Client Portfolios is Hyper-Personalization What if You Had to Fire 1 in 10 People Every Year? 5 Strategies From The Military For Tackling Investors The Power of A Meaningful Conversation The Never Ending Pursuit of Diversity and Inclusion Inflation Surge Has Three Major Policy Implications The Discussions We Don’t Have and How That Impacts Our Success Trending 3 Stocks Set to Surge if the Trade War Ends Tech Stocks in Turmoil: Where Smart Money Is Moving During the Tariff Storm Trump’s Gulf Deal Triggers Surge in U.S. Arms Sales and AI Megaprojects China’s Secret Weapon in Fintech: How AI Is Powering a Global Finance Takeover The Most Crowded Trade on Wall Street? A Closer Look at the TLT Short Why Donor-Advised Funds Belong in Every Advisor’s Toolkit with Julia Reed How to Shield Your Portfolio from Trump’s Tariff Shockwaves It Pays To Be Inquisitive About Active Bond ETFs ⇤ « 41 42 43 44 (current) 45 46 47 » ⇥ 44 / 184
