Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Applying for Loan Forgiveness Under the Paycheck Protection Program How Not to Follow the Crowd Living the New Normal in Financial Advising What’s the Difference Between a Clerk and a Fiduciary? We’ll Be Stronger When This Is Over Prepare for the New Normal—Whatever it May Be What If Investment Returns Don’t Matter That Much? Recent Bad Advice from "Experts" This Is What Hungry People Do for Success To Improve Your Resilience, Take Time to Improve Your Supply Chain Averages Are Misleading and Dangerous to Investors Buying or Selling Your Home in COVID-19 Economic Uncertainty Don’t Be an “Investi-Guesser” Economic Gravity: A Disconnect From Market to Main Street What Can We Learn About Investing From the Coronavirus? Death By Zoom: Have We Failed The Mass Home Working Experiment? Annuity Costs Decoded Blockchain To Transform the Mobile Phone Industry Demand for Financial Advice Surges 24% as Priorities Shift in New Era Why This Stock Market Correction Was Overdue 4 Simple Reasons Customer Service Needs a Do-Over The Generational Digital Divide – And Bad Habits – Is Closing Is “Do Nothing” Just Lazy Financial Advice? Opportunity Zones: Is the Juice Worth the Squeeze? Is Your Portfolio at Risk From State Bankruptcy? Captive Insurance Agents vs Independent Agents: Mistakes to Avoid ESG: The Latest Incarnation of Marketing-Led Investment Strategies Investing Is Hard for People Who Get Bored Easily Minding Your Line for a Better Tomorrow Are You Still on Track to Create a Sustainable Financial Future? Active Management Should Be Used Selectively How to Become a Successful Financial Advisor as a Second Career How Investors Can Respond When Plans Change You’ve Heard of the Prenup. What About a No-Nup? The Organizations That Will Emerge Stronger From This Crisis Stepping up to a Sustainable Future, Post COVID-19 Changing How We Respond to People with Dementia The Problem With Financial Predictions The Six Deadly Sins of Institutional Money Management Why Advisors Need to Appreciate Their Clients’ Situation Outside Analytical Assessments Scarcity Is Playing a Big Role in Our Lives Right Now 7 Micro Movements That Will Prime You for a New Money Mindset Investing through Corrections This Is the Surprising Legacy COVID Will Leave How Will You Show Up in the New Normal? Three Questions Investors Had During the Stock Market Decline The Realities and Risks of Being a Landlord Is a 9% Annual Average Return Enough for Your Clients in Retirement? Free Range Artisinal Financial Gibberish Are You Battling with Yourself? Trending 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 Jamie Hopkins | Beyond Advice: What Today's Clients Really Expect Wall Street Loves Its Own The Benefits of Active Trading The Best Way To Destroy Capitalism Is To Destroy Money ⇤ « 62 63 64 65 (current) 66 67 68 » ⇥ 65 / 179
