Wealth Think

New opportunities and wise practices can maximize the value of your clients’ — or your own — company.

Educating clients with startup businesses on the new regulations can help them provide for employees without breaking the bank.

Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value

Recognizing the elephant — and donkey — in the room can lead to a broader conversation about long-term investing

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

Today's near-3% rate is pretty extraordinary. If you don’t have a professional loan advisor in your network, now is the time to get one, writes our columnist.

After 30 years in the wirehouse world, we found an unlooked-for opportunity for our practice amid devastation.

Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.

Opening up about your personal circumstances forms a bond that can only benefit your planning practice.

This year’s survey results reveal challenges for independent broker-dealers and their future growth.