Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Should Security Deposits Be Illegal? Is Cryptocurrency the Investment for You? Bitcoin Price Likely to Rise Until Coronavirus Peaks Industry Experience vs. Successful Experience How Do You Invest at All-Time High Prices? Why the Financial Planning Process Is the Best Prescription Convenience Always Has a Cost, Right? Eight Smart Money Moves For The New Year How to Set the Stage for a Decade of Financial Wins How to Navigate a Market Detox Enabling A New World Of Public Service Delivery The Benefits and Side Effects of Roth Conversions Credit Unions vs. Banks: How Do They Compare? Is the Coronavirus a Black Swan? Regulation “Best Interest" Is Coming to a Financial Advisor Near You Assessing the Coronavirus Panic's Impact on the Financial Markets Why Should I Talk If You're Not Buying? How Is Learning By Practice Boosting Children's Behavior? Why You Need to Hire the Future Is the SECURE Act Really as Significant as Congress Would Have You Believe? What I Learned About Giving Practice Management Sessions to Thousands ... in Vietnam Discover the Top Health Expenses to Expect in Retirement What We Can Learn From Kobe Bryant's Life After Retirement 7 Steps to Future Proof Your Financial Life 7 Tips to Attract the Best Customers for Your Business How and Why to Invest Intentionally The Reality of Female Gen Xers Excessive Stress Becoming the Best at the Little Things Recruiting Qualified Talent that Bolsters Business Growth The Strongest Currency Spots Around the Globe A Generation Z Perspective on the RIA Space Your Retirement Financial Gut Check How to AMAZE Customers While Recovering From Your Service Blunders The Financial Fulcrum Putting The Needs Of The User Before The System Investment Lessons We Learned From the Last Decade "Do The Right Thing Grown-Ups" My Thoughts on Larry Fink's BlackRock 2020 CEO Letter Retirees' Difficult Emotional Shift From Saving to Spending Is This Really A Consumer's Market? Davos 2020: Greta Thunberg Is Saving the Planet and Reshaping the Global Investment Industry Do You Know the Most Terrifying Money Word? The Lowdown on Downsizing When It Comes Time For Retirement How to Deliver Memorable Customer Experiences in a World Without Walls Should Financial Advisors Write a Book? Psychedelic Therapy: Fresh Promise for Mental Health Investing is Not a Direct Route From the Bottom to the Top How to Write Your Legacy Letter Top 7 Benefits Of Using Technology In The Classroom The Most Traded Thing in The World Moving From The Reactive to The Pre-Emptive Trending Chip Wars: What U.S. Export Controls Really Mean for Your Portfolio What McDonald’s and Starbucks Are Telling Us About Consumer Confidence AI, Integration, and Innovation at Envestnet With Chris Todd Port Plunge Panic? What the Headlines Aren’t Telling You Google Buys Wiz for $32B – What It Means for Investors Volatility Hits Munis: What Rising Swings Mean for Bond Investors The One Business Ritual That Reignites My Creativity Every Year How To Turn Tax Planning Into a Growth Strategy That Attracts and Converts Clients ⇤ « 71 72 73 74 (current) 75 76 77 » ⇥ 74 / 183
