Expert Views

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Suggested Changes To Tax Rule Quirks

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A few suggestions to make tax planning a little simpler and more consistent.

High Risk Is Not the Answer To Negative Yields

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Investors should not turn to lower credit ratings or junk bonds to boost their fixed-income yields.

The Fed Doesn't Understand How Inflation Works

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Undoubtedly, inflation will be a key topic on the Fed's year-long "listening" tour.

The ETF Fee War Is No Laughing Matter

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The relentless cost cutting by issuers may appear self-defeating, but there’s a logical endgame.

All Signs Point To A U.S. Housing Boom Ahead

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Just as many millennials enter their home-buying years, the labor market is strong and interest rates are low.

Use Caution With Gifts Of LLC Interests

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There are a few safeguards to put in place to maximize the interests of the FLLC.

How To Ask For Referrals The Right Way

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Referrals may be the most basic form of growth marketing, but they’re anything but simple.

5 Simple Ways To Stop Wasting Time In Your Practice

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There are several ways advisors can maximize efficiency and lay the groundwork for ongoing, scalable growth.

How The U.S. Opioid Crisis Makes Everyone Poorer

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The opioid crisis can be linked to large numbers of men leaving the workforce - and being left behind.

Market Rewind Could Twist Investors Around

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The front-running stocks thus far in 2019 were the laggards in the fourth quarter of 2018.

Applying Factor Investing To March Madness Brackets

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Smart beta concepts can be used to create predictions for NCAA Men's Basketball Tournament games.

What The College Scandal Says About America's Elite

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It needs to keep pace with the country’s demographics.

The College Admissions Scandal Is About More Than Just Bribery

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Most U.S. institutions of higher education don’t even try to live up to their egalitarian ideals.

Finance Is Still Excluding Women From Top Jobs

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Most financial firms are still falling short of goals for better gender equity.

Economics 101 At Harvard Will Never Be The Same

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Libertarian ascendancy in the discipline of economics may be coming to an end.

Want To Earn Less At UBS? Have A Baby

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At many banks, maternity leave still causes setbacks for women's careers.

Top Four Ways Firms Can Drive Professional Success for Next-Gen Financial Advisors

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The question of how to empower the next generation of successful advisors is top-of-mind for industry leaders.

4 “Non-Obvious” Trends That Could Shape The Future Of Your Financial Advisory Firm

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Key trends to help financial advisors stay ahead of the curve.

Sponsor Insights: It’s a great time to become an RIA

by Tom Nally

Not so long ago, most investors had no idea if their financial advisor was obligated to put the client’s interests first or how they got paid.

Ten Years On: The Definitive Account Of The Subprime Mortgage Crisis

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One book on the subprime mortgage crisis that every financial advisor desperately needs to read.

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