Wealth Think

Long-term financial security isn't always served by capturing the biggest account assets. Here's how financial advisors can best serve divorcing clients.

Women control trillions globally yet remain underserved by financial advisors. Avoid these common missteps to build trust that lasts.

Authenticity and judgment will emerge as differentiators for financial advisors as AI tools reduce the cost of early-stage analysis.

PE money eviscerates an RIA's client-first culture, leading to advisor burnout and turnover.

RIA leaders are debating "digital employees" but expect service models to expand to meet growing HNW needs, says industry observer Ric Edelman.

Wealthy clients and the firms that serve them should cultivate a "zero-trust" mindset to repel hackers and their increasingly sophisticated digital scams.

Showing up for clients is still crucial, but using AI to deliver on financial goals matters more, says Altruist's CEO.

Default assumptions based on nonexistent children can lead to overaccumulation and unnecessarily delayed retirement.

Donor-advised funds should be temporary vessels, not permanent endowments. Here's how financial advisors can keep them from becoming philanthropic dead ends.