Wealth Think

Equip planners in your practice with a clearly defined purpose and mastery of their craft for greater success.

Driving the adoption of data aggregation is the efficiency in automating the process of creating a complete, inclusive, holistic view of a client’s total financial position.

Fidelity’s David Canter takes a hard look at the most-important issues for independent RIAs in the coming year.

How donor-advised funds can help charitable gifts, including those from Roth IRAs, work harder for your client.

Going the RIA route is not an easy decision, but thoughtful preparation can get you there. Here’s how.

Planners who remain in a position of control, whether employed at the wirehouses or regional broker-dealers, or operating as independents, can maintain client loyalty in troubled times, says recruiter Mark Elzweig.

To help smooth a transition to a paperless office, firm leaders should be ready to counteract common misperceptions and offer proactive strategies. Here’s how.

The past year saw some of the biggest moves in recent memory, which may indicate the further dominance of larger teams in the industry, says recruiter Elizabeth McCourt.

Advisors doing business with their buddies may miss the point of being good wealth managers. While you may want to play another round of golf with your clients, you still have to be on top of their financial planning and honest about critical decisions concerning their wealth.

Worries about an immediate downdraft in the credit markets following an increase were unfounded, one advisor notes, emphasizing his call to focus on long-term planning.