Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Why You Need Closer Monitoring of Aging Clients How to Handle Shared Finances for Newlyweds Could You Be Replaced by a Robot? How to Determine How Much Money You'll Need in Retirement Only 1 out of Every 10 Financial Advisors Puts Clients Interests First What Happens to Your Debt After You Die Are Women Better at Investing Than Men? 4 Financial Actions to Implement This Summer 7 Money Lessons to Teach Your Kids this Summer Six Different Ways You Could Lose Money in Bond Funds How to Leave "Blind" Efficiency to the Herd 7 Questions You Must Answer Before Retirement Three Reasons It May Be Time to Delegate Your Finances How the President's 2018 Budget Proposal Affects Our Aging Population When Does It Make Sense to Refinance? Service Delivered: Timeless Change How to Make Flexwork More Expensive Breaking Through Our ADD World Think Better: Goof Off and Go For A Walk Evidence That Financial Planning Designations Really Do Matter Make the Most of Your Vacations: Travel vs Vacation Home Why Traffic Could Increase to 3X Today's Level via Self-Driving Cars What Protects Investors More Than The Fiduciary Rule? Three Steps to Creating a Mindful Workplace Will You Be Alive for Days or Decades? Don't Let These 10 Mistakes Ruin Your Retirement Inspiring Confidence Bait and Switch, Ponzi Schemes and other Popular Social Constructs How Federal Budget Cuts Can Affect Your Aging Clients How Advisors Can Profitably Serve Millennials The Most Frequently Asked Questions About Personal Finance ETF Liquidity: Four Rules to Consider Top Financial Priorities: A Mid-Year Check-In Holacracy: A Radical New Way to Organize Power Global Markets Disregarding “Noise" 6 Tips to Help You Be Happy For Every Downside There Is Always an Exciting Upside Spotting Customer Experience Subtleties Shades of the Mining Museum 4 Employee Perks That Will Actually Save Your Company Money How to Predict the Future of Financial Services How to Rewire Your Brain to Be a Successful Investor Can You Invest Ethically and Still Reach Your Own Financial Goals? Are You Focused on the Journey or the Destination? The Pros and Cons Of Assisted Living For Your Older Clients 5 Reasons Why Raising Money Isn't a Milestone for Your Startup 3 Essential Stakeholder Questions to Drive Success Advisors: What Should You Charge Millennials? What If the Future Was as Clear as the Past? Timeless Wisdom: The Golden Mean Knowing When to Be Active and When to Be Passive Trending Will Regulatory Changes Challenge Big Tech’s Dominance? Christmas Countdown: 3 Retail Stocks Poised to Shine Want To Attract High-Net-Worth Investors? 3 Operational Challenges You’ll Need to Master First Transform Your Discovery Meeting by Ditching the Sales Pitch A Bull Market Fueled by Speculation and Risky Bets Allison Schrager’s Insights on Personal Finance and Macroeconomics Top 3 Retail Predictions for the 2024 Holiday Season Scott Bessent's 3-3-3 Rule ⇤ « 129 130 131 132 (current) 133 134 135 » ⇥ 132 / 179
