Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Investing Occurs Where Confidence and Fear Collide It's April 19th! Would Better Planning Have Prevented "The Shot Heard 'Round the World?" Is the 15-Minute City a Bad Idea? Raising Money-Smart Kids Measuring Leadership Effectiveness? Remember Goodhart’s Law! 7 Reasons Why You Should Focus Your Retirement Planning to New Orleans Advisors: Why Information Based Influence Does Not Work How To Help Your Newly Widowed Aging Parent Are Wealth Management Advisors Really Growing? The Dollar Is Dead; Long Live the Dollar Power Cutoffs and Protecting Aging Parents Living Alone 3 Ways to Source Your Retirement Income Winners and Losers if Non-Compete Agreements Are Banned Where Husbands Hide Money During Divorce Damaging New Friction Between the U.S. And Key Allies You’ll Change ... Plan On It! Personal Chemistry Is Not a Lucky Accident. Go Get Some. 11 Things You Should Know About Aging Parents and Assisted Living Experiencing True Freedom Is Your Organization Ready To Ride the Next Wave of Innovation? Why Understanding Behavioral Finance Is Important How Do You Stack Up? Budget Improvements by Spending Category How Kamala Harris Could Become the Next President Another Promising Fund Goes Under You, Too, Can Be a Nepo Baby! Why Don’t We Care More The Debt Ceiling: Government Borrowing From Itself Top 5 Ways an Advisor Can Provide Value and Keep You on Course We Manage Jobs, and We Lead People. What’s the Difference? How RIAs Can Better Support Clients Through Bumpy Economic Times Why Russia Is Still Losing the Ukraine War Are You Falling for the Negativity Narrative? Survivors vs. Outperformers: The Power of Foresight in Decision-Making A Stoic View of Emotions in Business Perfection or Illusion? 5 Common Obstacles To Achieving Your Goals Key Takeaways from ExchangeETF 2023 Should the Rich Make Their Kids Work? Beware of Too Much ‘Stinking Thinking’ The Art of Knowing The Trump Indictment: Seven Take-Aways Solutions to the Housing Crisis: We All Play a Part Sue and Ben Have Perfectly Planned for Retirement ... Or Have They? The Case for an Organisational ‘Day of Silence’ What Does This Industry Look Like in 2030 Any Bank Can Fail; Why There’s No Need to Panic Every Day, Everyday Life Is Beautiful! Six Leadership Strategies To Nail a Transition How to Reduce Strategic Blindness Are You Helping or Micro-Managing? Trending Why Rangebound Markets May Be Here To Stay This Summer Stocks Up, but Breadth Stinks Tips on Selecting the Right Gold ETF Axos Takeover: Watching the Market While Watching the Consumer with Michael Scaplen and Chris Versace The Total Relationship: The Best Value-Add Advisors Can Offer with Tyson Ray CBDC: Navigating Pros and Cons To Ease Apprehensions Adding Too Much Value Won’t Get You There Measurement Dashboards: Look at Multiple Data Points To Measure Your PR Impact and Investment ⇤ « 1 2 3 (current) 4 5 6 7 » ⇥ 3 / 160
Axos Takeover: Watching the Market While Watching the Consumer with Michael Scaplen and Chris Versace
