Commentary http://wealthmanagement.com/taxonomy/term/6618/more en SIFMA, Super Salesman http://wealthmanagement.com/commentary/sifma-super-salesman <div class="field-deck"> Let's be clear what the SIFMA Standard is not. It is not tinkering at the edges of fiduciary practices to accommodate minor deviations for brokers. </div> <div class="node-body article-body">Let's be clear what the SIFMA Standard is not. It is not tinkering at the edges of fiduciary practices to accommodate minor deviations for brokers.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/sifma-super-salesman" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/sifma-super-salesman#comments Industry Commentary Mon, 15 Sep 2014 14:42:00 +0000 653301 at http://wealthmanagement.com <p>Knut A. Rostad, Regulator and Compliance Officer, Rembert Pendleton Jackson</p> Editor's Letter: September 2014 http://wealthmanagement.com/ibds/editors-letter-september-2014 <div class="field-deck"> Alternatives? </div> <div class="node-body article-body">What is behind the consolidation of the IBDs? Is it to provide synergy and consolidation of back-office functions or are there investment opportunities and ramifications?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/ibds/editors-letter-september-2014" target="_blank">read more</a></p> http://wealthmanagement.com/ibds/editors-letter-september-2014#comments IBDs Commentary Fri, 29 Aug 2014 13:43:00 +0000 636461 at http://wealthmanagement.com REP. Index: The Rise of Entrepreneurs http://wealthmanagement.com/commentary/rep-index-rise-entrepreneurs <div class="field-deck"> REP. readers do it by the numbers </div> <div class="node-body article-body">With entrepreneurship expanding every day, advisors ought to know who they will be dealing with. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/rep-index-rise-entrepreneurs" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/rep-index-rise-entrepreneurs#comments Commentary Careers Wealth Planning Mon, 25 Aug 2014 18:53:00 +0000 638011 at http://wealthmanagement.com FATCA Violates Rights of American Citizens Overseas http://wealthmanagement.com/commentary/fatca-violates-rights-american-citizens-overseas <div class="field-byline"> Carrie Lowery </div> <div class="node-body article-body">The new law puts Americans’ liberties—and financial security—at risk in more ways than one. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/fatca-violates-rights-american-citizens-overseas" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/fatca-violates-rights-american-citizens-overseas#comments Taxes Commentary Wed, 06 Aug 2014 20:30:00 +0000 623761 at http://wealthmanagement.com ViktorCap/iStock/Thinkstock Out of Office: You Need to Unplug to Recharge http://wealthmanagement.com/commentary/out-office-you-need-unplug-recharge <div class="node-body article-body">A cellphone-friendly aircraft cabin would destroy one of the last places of refuge in our hyper-connected world.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/out-office-you-need-unplug-recharge" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/out-office-you-need-unplug-recharge#comments Commentary Community Wed, 06 Aug 2014 18:30:00 +0000 623671 at http://wealthmanagement.com Fuse/Thinkstock Cracking the Code: How to Serve the Decumulators http://wealthmanagement.com/careers/cracking-code-how-serve-decumulators <div class="field-byline"> Tom Goodson </div> <div class="node-body article-body">Financial services is a business built on competition, and only the strong can survive. What does it take to win? And who will succeed?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/careers/cracking-code-how-serve-decumulators" target="_blank">read more</a></p> http://wealthmanagement.com/careers/cracking-code-how-serve-decumulators#comments Commentary Careers Wed, 30 Jul 2014 14:30:00 +0000 617051 at http://wealthmanagement.com Hlib Shabashnyi/iStock/Thinkstock Disconnect? http://wealthmanagement.com/viewpoints/disconnect <div class="field-byline"> John Canally </div> <div class="node-body article-body">VIEWPOINTS: John Canally, Economist, LPL Financial; In the wake of the release of the monthly jobs report, many financial market participants are debating the seeming disconnect between the weak first quarter of economic growth and the recent run of strong data. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/disconnect" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/disconnect#comments Viewpoints Commentary Equities Investment Thu, 10 Jul 2014 17:27:00 +0000 601701 at http://wealthmanagement.com Kerem Yucel/iStock/Thinkstock Understanding Deal Terminology http://wealthmanagement.com/careers/understanding-deal-terminology <div class="node-body article-body">If you don't know an earn out from a promissory note, you'll need to brush up on deal terminology before you jump into negotiations. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/careers/understanding-deal-terminology" target="_blank">read more</a></p> http://wealthmanagement.com/careers/understanding-deal-terminology#comments Commentary Careers Thu, 10 Jul 2014 15:23:00 +0000 601641 at http://wealthmanagement.com Jupiterimages/Creatas/Thinkstock Meet Rosie, The Robo-Advisor http://wealthmanagement.com/client-relations/meet-rosie-robo-advisor <div class="node-body article-body">What if robo-advisors could be programmed to show the qualities that clients have come to appreciate in female advisors – traits like empathy, patience, and sensitivity? </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/meet-rosie-robo-advisor" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/meet-rosie-robo-advisor#comments Technology Client Relations Commentary Thu, 10 Jul 2014 13:45:00 +0000 601481 at http://wealthmanagement.com Ociacia/iStock/Thinkstock Op-Ed: LPL Financial CEO Explains Why He’s Keeping His Beard (for Now) http://wealthmanagement.com/commentary/op-ed-lpl-financial-ceo-explains-why-he-s-keeping-his-beard-now <div class="field-byline"> Mark Casady </div> <div class="field-deck"> Mark Casady explains how having facial hair is changing his own perceptions of himself and his leadership style. </div> <div class="node-body article-body">Mark Casady explains how having facial hair is changing his own perceptions of himself and his leadership style. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/op-ed-lpl-financial-ceo-explains-why-he-s-keeping-his-beard-now" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/op-ed-lpl-financial-ceo-explains-why-he-s-keeping-his-beard-now#comments LPL Financial Commentary Mon, 16 Jun 2014 16:33:00 +0000 584451 at http://wealthmanagement.com