Expert Views

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The U.S. Needs An SEC For Its Health Care System

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A new truth agency could lower costs and improve value in American medicine.

The Future Of Financial Advice In Post-Pandemic America

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Advisors will need to adapt as client expectations evolve, writes Envestnet's John Harris.

Don’t Let Clients Social Distance Their Financial Futures

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It’s more important than ever to find ways to connect with clients who are planning for their financial futures.

Two Situations To Bring Up Business With Friends

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Many good advisors hesitate approaching friends for business. Here’s a case for making the effort.

4 Tips To Help Clients Keep Their Retirement On Track Through Uncertainty

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Being able to retire as planned is one of investors’ top concerns during the pandemic.

The Stealth Sunbelt Virus Turnaround Will Boost The Economy

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As American consumers and businesses adjust to the virus, stimulus becomes less relevant.

The Human Implications Of The Washington Stalemate

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Sometimes the investment implications of an issue are far less important than its other impacts.

What If A Beneficiary Is An Addict?

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There have been concerns in recent months about the pandemic's impact on recovery programs.

Inflation Is Actually A Lot Higher Than You Think

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Inflation estimates do not reflect spending patterns changed by the pandemic, writes Shuli Ren.

Fractional Shares Expose Wall Street Greed

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The rush among small investors to speculate using fractional shares should not be celebrated, says Jared Dillian.

Recessions Lead People To Make Big Money Mistakes

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Financial planners share what they tell clients not to do.

Why Advisors Need To Spend More Time On Things Beyond Investment Advice

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The human elements of empathy and relationship are a competitive edge that will help set you apart.

Three Things To Do Now To Maximize The Value Of Your Business Before A Sale

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These steps can help optimize the value of your planning practice, says Stuart Silverman of Bluespring Wealth Partners.

A Community Approach To Financial Wellness

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Three meaningful ways financial professionals can engage local communities.

The Value Of Advice You Can Trust During Uncertain Times

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The power of relationships and personalization shine through during tough times.

The Advisor In Private Clubland

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The private club environment is an ideal place to make connections with the right people.

75 Years Ago Today: The Terrible Event That Changed the World

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On August 6, 1945, Hiroshima altered warfare as we know it.

Sponsor Insights: Digital resilience: technology stocks point toward recovery

by John A. Boselli, CFA

As businesses reopen, investors are seeing resilient opportunities in tech. We explore the sources of this strength.

Leading An Industry-Wide Drive To Ensure The Success Of Reg BI

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With Reg BI now a reality, FSI continues to provide leadership to ensure its long-term success.

Adapt Or Be Left Behind After Covid

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Six trends advisors need to pay attention to.

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