Wealth Think

Five (or six or seven) little words should tell the story of your firm and embed themselves in the minds of potential clients.

After pinning down a client's interests and expectations of returns, the research and due diligence begins.

Digital thieves are leveling up, preying on the emails, texts and phones of planners — and their families — in a bid to rob or extort clients.

Bringing on board next-gen advisors should go hand-in-hand with a strategy of investing in younger clients.

Tough economic times call for tailored succession plans — and they likely don't include the IPO your client's heart is set on.

Jamie Fiore Higgins, a former executive at Goldman Sachs, describes the toxic work environment she endured during her 18 years at the investment bank in her memoir, "Bully Market."

An advisor with strong client relationships can make a move whether markets are up, down or sideways.

This storm will pass, but clients must be prepared to ride it out by conserving and protecting their assets.

A good deed for an elderly neighbor reaps rewards — but as the infomercials say, "Wait, there's more!"

Young advisors have the fresh perspective needed to create inclusive firms that appeal to the evolving investor.