Voices

Voices Adding value by investing in SMAs

Kimberly C. Friedricks
Managing Director of Fixed Income Kayne Anderson Rudnick

These investments can help avoid getting caught up in market volatility as rates rise.

Fixed income June 8

Sponsored by Fidelity

Fixed income June 8
Voices How advisors can beat the fee compression race

Craig Hawley
Head of Nationwide’s advisory solutions Jefferson National

As technology drives down costs, it’s important to remember that financial planners can’t win on performance alone.

Reinvent Wealth June 6

Reinvent Wealth June 6
Voices My dystopian wirehouse nightmare

Mark Elzweig
President Mark Elzweig Co.

If wirehouses decided to adopt a salary-plus-bonus compensation model, how would they do it?

Recruiting June 4

Recruiting June 4
Voices FP50: Dramatic changes for the largest IBDs

Chelsea Emery
Editor in Chief Financial Planning

Shifts in the annual ranking of the nation's independent broker-dealers show how pressure on IBDs is intensifying.

Independent BDs June 4

Independent BDs June 4
Voices 5 factors to consider as rates rise

Scott Welch
Chief Investment Officer Dynasty Partners

As with equity portfolios, a key part of risk reduction is prudent and thoughtful diversification.

30 Days: Evaluating fixed income opportunities when rates are rising June 1

Sponsored by Fidelity

30 Days: Evaluating fixed income opportunities when rates are rising June 1
Voices Twitter is outraged over this retirement advice

Kate Magaram

A social media firestorm over how much 30-somethings should save for retirement highlights the gap between what they need from wealth management and what they are offered.

Reinvent Wealth May 30

Reinvent Wealth May 30
Voices When it pays to hire a coach

John J. Bowen Jr.
CEO CEG Worldwide

How to decide if coaching can boost your business.

Evaluation and coaching May 30

Evaluation and coaching May 30
Voices Should you refer clients to private doctors?

Kimberly Foss
President and founder Empyrion Wealth Management

Advisors should coach their clients not only on their finances, but on health care options, as well.

Healthcare costs May 29

Healthcare costs May 29
Voices Client View: Why I hired a much younger advisor

John D. Anderson
Managing Director SEI Advisor Network

For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.

Client communications May 29

Client communications May 29
Voices I outsourced my marketing plan — here’s what worked

Dave Grant
Founder and planner Retirement Matters

How to use content marketing through blogs, videos, podcasts and social media to boost your business.

Referral marketing May 25

Referral marketing May 25

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Financial Planning