Wealth Think

Artificial intelligence, digital privacy, health care and geopolitics will impact clients in "deeply personal" ways in the next decade. For advisors, that’s a huge opportunity.

There’s a way to handle negative press about corporate misdeeds, says recruiter Mark Elzweig.

Don’t worry about technology replacing advisors. On the contrary, use it to help fix the advisor shortage.

The good, the bad and the downright inexplicable in the suggested changes.

The law has numerous income tax consequences for individuals and businesses.

They will have a lot of questions. Here are ways to put the decline into perspective.

As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.

Getting clients to understand how volatility is an essential part of investing isn’t easy, but is even harder when stocks had been in the midst of an uninterrupted bull run.

Bronfman Rothschild executives have learned important guidelines on evaluating deals.

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly "wow" your clients.