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Community: Polls


  • August 18, 2015
    Who’s the Best Dem Candidate for the Wealth-Advice Industry?

    Who among the leading Democratic candidates would be best, as U.S. president, for the financial-advice business. (We limit the field to the top three declared names in most polls, along with a catch-all category for other contenders, official or otherwise. Tell us what you think in the comments.)

    No Comments
  • August 4, 2015
    Who’s the Best GOP Candidate for the Wealth-Advice Industry?

    At this early stage, which candidate for Republican presidential nominee do you think would be best, as U.S. president, for the financial-advice business? (We limit the field to the top three names in a recent Quinnipiac University poll, along with a catch-all category for all the other official contenders. Feel free to elaborate in the comments.)

    Last Comment: August 10, 2015
    4 Comments
  • July 21, 2015
    What’s Your Call on the Impact of Robo-Advice Offerings?

    Do you see robo-advice platforms as more of a threat or an opportunity for flesh-and-blood financial advisors?

    No Comments
  • July 14, 2015
    Do You Plan to Do More Social-Media Marketing?

    A decade ago people clamored that you had to have a blog. Will we look back and smile at those who now say the same about social media, or is it an unstoppable train? What are your social-media marketing plans?

    No Comments
  • July 7, 2015
    What’s the Biggest Threat to the U.S. Stock Market?

    Greece, China, the Fed, etc. — there is no shortage of weak spots and traps for the economy. What’s your pick?

    Last Comment: July 7, 2015
    1 Comment
  • June 30, 2015
    What’s Your Call on This Phase of the Greek Crisis?

    Greece closed its banks on Monday amid continued talk the country’s inability to pay its debts might drive it from the eurozone. So what’s your take on the crisis?

    No Comments
  • June 23, 2015
    Merrill Lynch or Morgan Stanley?

    Morgan Stanley and Merrill Lynch are giants of the retail-brokerage space and archrivals. So play along: If you had to pick one to work for, which would it be? (Then, if you like, use the comment box to say why.)

    Last Comment: June 24, 2015
    5 Comments
  • June 17, 2015
    What Behavioral-Finance Folly Are You a Sucker For?

    Here are some of the commonest behavioral-finance biases. Which one is your Achilles’ heel?

    No Comments
  • June 16, 2015
    What Do You Do With Clients You Can’t Stand?

    Most advisors have a few clients who fill them with dread, boredom or loathing. What’s the best remedy?

    Last Comment: June 16, 2015
    1 Comment
  • June 9, 2015
    Where Do You Stand on Using Closed-End Funds?

    Closed-end funds are a different sort of investment animal that can help to diversify client portfolios. Do you like to use them?

    Last Comment: June 9, 2015
    2 Comments
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