Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Annuity Costs Decoded Blockchain To Transform the Mobile Phone Industry Demand for Financial Advice Surges 24% as Priorities Shift in New Era Why This Stock Market Correction Was Overdue 4 Simple Reasons Customer Service Needs a Do-Over The Generational Digital Divide – And Bad Habits – Is Closing Is “Do Nothing” Just Lazy Financial Advice? Opportunity Zones: Is the Juice Worth the Squeeze? Is Your Portfolio at Risk From State Bankruptcy? Captive Insurance Agents vs Independent Agents: Mistakes to Avoid ESG: The Latest Incarnation of Marketing-Led Investment Strategies Investing Is Hard for People Who Get Bored Easily Minding Your Line for a Better Tomorrow Are You Still on Track to Create a Sustainable Financial Future? Active Management Should Be Used Selectively How to Become a Successful Financial Advisor as a Second Career How Investors Can Respond When Plans Change You’ve Heard of the Prenup. What About a No-Nup? The Organizations That Will Emerge Stronger From This Crisis Stepping up to a Sustainable Future, Post COVID-19 Changing How We Respond to People with Dementia The Problem With Financial Predictions The Six Deadly Sins of Institutional Money Management Why Advisors Need to Appreciate Their Clients’ Situation Outside Analytical Assessments Scarcity Is Playing a Big Role in Our Lives Right Now 7 Micro Movements That Will Prime You for a New Money Mindset Investing through Corrections This Is the Surprising Legacy COVID Will Leave How Will You Show Up in the New Normal? Three Questions Investors Had During the Stock Market Decline The Realities and Risks of Being a Landlord Is a 9% Annual Average Return Enough for Your Clients in Retirement? Free Range Artisinal Financial Gibberish Are You Battling with Yourself? Why the Financial Media Concentrates on Fear-Based Stories How to Quarantine Your Practice Against the Fiduciary Flu What Impact Might COVID-19 Have on Home Values? How to Navigate Financial Decision Making in the Absence of Facts The Fastest Growing Segment of the Annuity Marketplace Advice from a No-Nonsense Futurist: Challenge Your Predictions! Shake Shack Stumbles Over The Bailout If Work Sucks This Might Be Why Higher Yields from a Safe Distance How Traditional Economic and Financial Conditions Have Been Upended by the Pandemic Turning Bearish on Gold Why Would You Ever Want to Be in Second Place? How to Pass on Benefits of a Stimulus Check How the Health Industry is Being Affected by COVID-19 The COVID-19 Impact on Retirement Savings of Americans Women and Financial Literacy Trending 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. 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 ⇤ « 80 81 82 83 (current) 84 85 86 » ⇥ 83 / 197
