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  • January 17, 2017
    On What Should the SEC Focus in 2017?

    Last week the SEC unveiled its examination priorities for 2017. They include a heightened focus on digital advice, wrap fees, ETFs, firms that hire brokers with misconduct records and never-before examined registered advisors. What do you think the SEC should prioritize this year?

    No Comments
  • January 10, 2017
    How Will You Grow Your Business in 2017?

    How will you increase net asset flows from clients this year? What will be your primary objective?

    No Comments
  • January 3, 2017
    How Do You Expect Investing Conditions to Be This Year?

    As we enter a new year, what are you telling clients about investing conditions in 2017?

    No Comments
  • December 27, 2016
    How are Your Clients Feeling About the New Year?

    With recent new highs in the stock market, a more clearly assertive Fed, and a breathtaking change of the political guard on the national scene in the year just ahead, we’d like to know how your clients are feeling about 2017.

    No Comments
  • December 20, 2016
    On Average, How Did Your Client Portfolios Do in 2016?

    With high market volatility earlier in the year and geopolitical surprises throughout 2016, on aggregate, did you grow your clients' portfolios in 2016?

    Last Comment: December 20, 2016
    1 Comment
  • December 13, 2016
    Are the Holidays a Good Time to Engage Clients?

    How much contact should you have with your clients during the holiday season?

    No Comments
  • December 6, 2016
    What's the Focus For End-Of-Year Client Talks?

    In end-of-year discussions with your clients, what will you be emphasizing?

    No Comments
  • November 29, 2016
    What Will the Investment Outlook be Under President Trump?

    Trump is simultaneously seemingly pro-business and looking out for the little guy. While those two things are not necessarily mutually exclusive, how they will play out in policy is yet to be seen. So what will the economic environment and prospects for investing be like under President Trump?

    No Comments
  • November 22, 2016
    What Will You Tell Clients About Bonds in Trump's America?

    Anticipation of greater government infrastructure spending, creeping inflation and rising rates are signaling to many investors that the 30-plus-year bull market for bonds is about done. In conversations with clients, do you plan to:

    No Comments
  • November 15, 2016
    What Will Happen to the DOL's Fiduciary Rule Under Trump?

    President-elect Donald Trump's campaign vowed to overturn the Department of Labor's new fiduciary rule, which is due for implementation in April 2017. But will the rule be watered down, or even repealed? In the comments section tell us what you think he should do with the rule.

    No Comments
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