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  • February 7, 2017
    Is Trump's Financial Regulation Rethink Good for Consumers?

    Do you think the Trump administration's call for a reexamination of financial regulations – specifically Dodd-Frank and the fiduciary rule – is a step in the right direction for consumers? Tell us why or why not in the comments.

    Last Comment: February 7, 2017
    2 Comments
  • January 31, 2017
    Will Trump's Travel Ban Impact Your Clients?

    On Saturday President Donald Trump imposed a 90-day visa suspension on seven Muslim-majority countries, temporarily banning citizens from these states from traveling to the U.S. Has this action affected any of your clients, or do you think it will impact them?

    Last Comment: January 31, 2017
    1 Comment
  • January 24, 2017
    Will Consolidation Continue in 2017?

    New research says last year wealth management mergers were at an all-time high. At least 138 independent advice firms changed hands in 2016 — a 10% rise over the year prior, according to a report by consulting firm Echelon Partners. Will the consolidation trend continue in 2017?

    No Comments
  • 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
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