Wealth Think

Voices: Mariner Wealth's Brian Leitner says there are key steps to take to ensure your practice actually benefits from the new (and costly) tech tools you want to implement.

You must keep a clean record because longevity and productivity no longer provide immunity from compliance problems, even for top talent, a leading recruiting expert says.

Good compliance management software means no more overlooked emails, or documents gathering dust in filing cabinets, says BasisCode Compliance CEO.

Should advisors fear digital wealth management incarnations like Vanguard Personal Advisory Services?

If advisors answer these 4 questions correctly, they’ll be in good shape to start an independent firm, says Fidelity’s Bob Oros.

The prescription for holding on to top talent at the major brokerages starts with compensation, writes recruiter Mark Elzweig.

One planner sends an email saying: “Stocks periodically go on sale because people panic.”

When market volatility rears its head, even the best of us find ourselves questioning our financial plans. So here are answers to these frequently asked questions to set your clients' mind at ease.

Voices: Mariner Wealth's Brian Leitner says it's okay to be anxious about technology. "It means you're paying attention to the forces that are driving the future of our business."

Blog: Offering a human touch is actually easier with the newest wealth management technology, says Min Zhang of Totum Wealth.