Wealth Think

Wealth management leaders must balance the rigor of traditional business practices with the soft skills and sophistication modern culture demands, writes Lazetta Rainey Braxton.

Here are 5 trends that picked up speed during the quarantines and will keep going after COVID is no longer dominating the economy, writes Larry Adam.

Firms that master this delivery model can continue to use it long after the pandemic is over, writes David Israel.

The current arrangement is anti-fiduciary and could put a drag on the wealth management boom, writes Kevin Armstrong.

Diversification doesn't mean duplication and more advice isn't always better, write Whitney Solcher and John Ulrich.

This generation of SRI managers will vanquish greenwashing and help slow-footed government achieve crucial environmental objectives, James Katz writes.

As younger wives increasingly cede money matters to their spouses, advisors should urge them to know where and how they're invested, says trusts and estates attorney Sharon Bilar.

It’s time to revisit your firm’s protocols to ensure they make sense given widespread tech adoption during the pandemic, writes Wes Stillman.

If employees are a company’s greatest assets, then children are a person’s greatest treasure.

An equity investment plan can help clients get over timing decisions, writes Don Bennyhoff.