Wealth Think

With a rise of class-action lawsuits in the offing, the smallest investors could get the cold shoulder.

These state planning strategies may inspire, motivate and educate beneficiaries to become the people their benefactors hope they’ll be.

Voices: Separately managed accounts allow clients to invest in line with personal values, while also offering customization and tax advantages over mutual funds and ETFs.

Voices: Self-proclaimed market wizards often have records of accuracy that fall far short of the hype that surrounds their reputations. Advisors, beware.

Voices: The assumptions that robos can disrupt human advice or are even innovative technology should be questioned, argues Riskalyze CEO Aaron Klein.

If you’ve only made note of birthdays and anniversaries, you’re missing out.

Voices: For smaller B-Ds, there will likely be an added cost of obtaining an unbiased assessment of the consistency, accuracy and suitability of their robo tools.

Voices: Advisors may regret delaying their preparation for the new regulation.

With difficult markets, clients are up for grabs and the storied brokerage was unsurpassed in training rookie brokers how to build huge businesses, a leading recruiter says.

These tips may take the bite out of individual income tax rate increases recently passed by Congress, says a leading retirement strategist.