Wealth Think

Smart advisors are using time gifted by AI efficiencies to recruit new clients and boost AUM, not improve their golf game, warns Ric Edelman.

Marketing materials rife with rote industry clichés can undercut an advisor's best pitch to prospects — their authentic voice.

The difference between bleeding a third of gains to taxes and being able to keep compounding isn't luck or a secret loophole. It's structure.

The OZ tax benefit for capital gains will still apply in 2027, but the original rule has an advantage worth weighing.

Young financial planners weaned on sports betting and prediction markets must lose their quick-reward mindset to build long-term financial plans, says a professor at Rutgers Business School.

The case for active bond management is compelling, given increased market volatility and persistent economic uncertainty, argues the president of Toews Asset Management.

Beyond numbers, data and spreadsheets lies the real value of financial planning: building human connection to help clients reach their goals.

The rise of humanoid robots as home-care assistants will rewrite retirement budgets. Forward-thinking advisors who understand the coming shift will be well-positioned to help clients.

Where do automated workflows end and advisor-owned outcomes begin? RIAs need to get the answer in writing before their tech stack goes live.