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Community: Polls

  • December 22, 2015
    Is This the Time of Year to Engage Clients or Stay Away?

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

    No Comments
  • December 15, 2015
    Does the Junk-Bond Selloff Put Clients’ Portfolios in Danger?

    With junk bonds in trouble, and higher-rated corporate bonds showing weakness, are there woes in store for securities in general?

    No Comments
  • November 24, 2015
    Are Deals Like the One with Credit Suisse and Wells Fargo Worth Making?

    From the firm's perspective, does it make sense to strike a bargain with another outfit to hire their advisors en masse?

    No Comments
  • November 20, 2015
    Will the SEC Ever Do What Dodd-Frank (Sort of) Told It to Do?

    Dodd-Frank, a wide-ranging body of financial-reform legislation that passed into law half a decade ago, ordered the SEC to study the option of making brokers adhere to the fiduciary standard — and, if it proves feasible, to make it a rule. Do you think the SEC will ever get around to the second part of this mandate? Tell us why or why not in the comments.

    Last Comment: November 20, 2015
  • November 11, 2015
    Tell Us What Channel You'd Really Prefer to Work In

    Let's pretend you've lost your job and have to join (or start) a rival firm. And let's suppose you have time to make the move you'd really like to make. What would you do? If you like, let us know why in the comments.

    No Comments
  • November 3, 2015
    Would President Ben Carson Be Good for the Wealth Industry?

    Ben Carson, perhaps even more of a political outsider than Donald Trump, is now leading among Republican contenders in surveys seeking to forecast Iowa straw polls scheduled for early 2016. So it has to be asked: as U.S. president, would Carson be good for the financial-advice business?

    Last Comment: November 3, 2015
    1 Comment
  • October 26, 2015
    Does the Popular Personal-Finance Industry Help You?

    Suze Orman, Jim Cramer and a host of other pundits fill the air waves with financial advice and investing insights. Does that din make substantive conversations with clients any easier?

    No Comments
  • September 29, 2015
    Do You Think Yellen's on the Right Track with Interest Rates?

    As everyone knows, the Federal Reserve left interest rates alone earlier this month. Now that the dust has settled a bit, was that the right move? Share your thinking in the comment section below.

    Last Comment: September 29, 2015
    1 Comment
  • September 23, 2015
    Is the Lingering Effect of 2008 on Investors Good or Bad?

    Many private clients are still reeling — not least psychologically — from the crash of 2008, according to an Allianz survey of boomer and Gen X investors. To the extent it's true, is this a good thing or not?

    No Comments
  • September 15, 2015
    Do You Care Whether the Fed Raises Rates This Week?

    With markets in trouble and China on the ropes, it's now widely thought a toss-up whether the Federal Reserve will make the first interest-rate hike in nine years this week or maintain the status quo. How much does the Fed's decision mean to you?

    No Comments
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