Wealth Think

Succession planning is thwarted by most bankers' high-handed attitude that they own the client relationship. Realities on the ground are more nuanced.

Advisers at a bank may have to shift to another channel for a few years before retirement, says contributor Rick Rummage.

Women need help in investing, and new niche robo advisers are providing a means to achieving financial confidence.

The benefits of transitioning to a full-service independent platform are clear, but the process can be tricky and firms must take great care when making the switch.

It's not too late to help clients improve their tax situation for 2016 and beyond.

Critics say the regulation's costs and hurdles will hurt advisers. But there's another side to the story.

Use these strategies to combine a personal and high-tech approach to avoid falling behind the times.

The industry's trajectory is being permanently altered. Here's why.

Advisers aren't being eliminated. But they should understand the trends transforming the industry.

Interested in buying or selling a firm? David DeVoe's essential guide for advisers.