Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Banks Need To Care About Emotional Banking Before It's Closing Time Marketing and Sales Are Different, but Must Be Seamless in Moving Forward What's Next for Investors in 2019 Suze Orman: Another Personality Bashing Advisors He Never Wrote a Song. He Changed Music Forever The Dark Side: 7 Reasons Most Call Centers Are Shameful How to Establish a Comfortable, Functional Home Office The Slew of New Tax Regulations That May Affect You How to Get Involved in the Finances and Plan Your Divorce Without Peaking Suspicion The Top 11 Hedge Fund Industry Trends for 2019 7 Innovative Ways to Get You Moving 6 Behavioral Finance Tricks to Better Your Finances Did You Fall Prey to the Fear of the Market Over the Past Few Months? Why Socially Responsible Investing Has Limited Impact How to Avoid Regret When It Comes to Your Money Life Essentialism: Enjoying an Intentional Financial Life Looking to Raise Assets? Avoid These Top 10 Detours on the Road to AUM Institutional Capital to ‘Considerably Expand' Crypto Market in 2019 The Bear Market Survival Guide Minimalism: Doing More, with Less Life is for the Living Stay Relevant and Happily Employed by Promoting Your "Authentic Age" The Anatomy of a Truly Great Client How to Talk to Investors About Blockchain Technology Kim Kardashian Is Mentoring Your Kids The One Deadly Mistake Leaders Make The Method Is Called "Monte Carlo" for a Reason Has Apple Fanned the Flames That a Global Economic Slowdown Has Really Begun? The Bridge Between Financial Planning and Reduced Stress Balance Work You Love and Pay You Need A Rocky Start and Why You Should Ignore the Early "Experts" Fiduciaries: You May Be Losin' That Lovin' Feelin' A Perspective on That Lump of Coal Investors Found in Their Christmas Stocking Do You Have a Straw Man Investing Strategy? The Supply of Caregivers Is Shrinking Just as the Nation Needs Them Most How Life Settlements Can Be of Immense Benefit to a Client Innovation and Bike Riding Looking for an Advisor? Ask these 5 Questions! What You Need to Know About the Gift Tax Has Indexing Caused Us to Lose Sight of What Investing Really Is? 5 Forces that Will Shape Financial Planning in 2019 The Investing Answers You Won't See in the Financial Media The Power of Investing Young What Will You Be Celebrating This Time Next Year? It's All About Your Focus 3 Ways You Might Be Wasting Money 5 Elements of Preparing for a Profitable Estate Sale The Bear Might Not yet Have Gone into Hibernation 10 Ways to Save on Taxes and Expenses in 2019 Amazing Results Can Be Achieved by Coloring Outside the Lines The Power of Giving Together Trending Conservative Sector Could Be Interesting AI Play Data-Driven Decisions: Key Insights from Hamilton Lane's Market Overview with Jackie Rantanen A Cost-Effective Way To Tap Emerging Markets Stocks Economic Headwinds Are Starting to Gust The Sale Is Lost at “Hello” When Is the Right Time to File for Social Security? Beyond 60/40: Structured Investments, Options Market, and Morningstar Strategic Relationship Empowering Change and Investing in Others with Jeff Vivacqua ⇤ « 95 96 97 98 (current) 99 100 101 » ⇥ 98 / 174