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Community: Polls


  • May 12, 2015
    Does Your Firm Segment Clients?

    Most advisors divide up their client base by wealth, profession or some other criterion. Do you?

    No Comments
  • May 5, 2015
    What Do You Love Most About Your Job?

    The FPA and FA-IQ recently published an advisor compensation report that included questions about job satisfaction. What contributes most to yours?

    No Comments
  • April 28, 2015
    Can the Advice Industry Fix Its Image Problem?

    Along with politicians and journalists, financial advisors are among the most mistrusted people in America. Is there anything they can do about it?

    No Comments
  • April 21, 2015
    Is the DOL’s New Erisa Proposal Important to You?

    The U.S. Department of Labor recently proposed that financial advisors overseeing retirement accounts act in their clients’ best interest. How much does this matter to you?

    No Comments
  • April 14, 2015
    Are the Days of the Star Stock Picker Over?

    A six-year bull market has made it tough for portfolio managers to shine. Have they been permanently eclipsed?

    No Comments
  • April 7, 2015
    Is the Strong Dollar Hurting Your Clients’ Returns?

    BlackRock CEO Larry Fink has warned that the U.S. currency’s steep rise will hurt big American overseas sales, potentially denting domestic growth and threatening stock gains. Are you worried about clients’ exposure?

    No Comments
  • March 31, 2015
    How Much Do You Care About Your Website?

    Although compliance constraints can get in the way, some advisors say a distinctive, user-friendly website is an important piece of their marketing strategy. How much effort do you invest in yours?

    Last Comment: March 31, 2015
    2 Comments
  • March 24, 2015
    Should the SEC Outsource Exams?

    The SEC examines only about 10% of RIAs each year, because of budgetary and manpower constraints. Should the agency outsource exams to third parties to improve oversight?

    No Comments
  • March 17, 2015
    Are All-Cash Emergency Funds Passé?

    Some advisors are rethinking the classic cash emergency fund, arguing it’s a poor use of client assets. Do you think it’s old-fashioned to keep a pile of cash on hand?

    No Comments
  • March 10, 2015
    Should Wirehouses Pay Trainees for Overtime?

    A lawsuit by two ex-Merrill trainees raises the question of what’s fair treatment for these greenhorns.

    No Comments
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