Wealth Think

Think RIAs are valued at two times gross revenue. Think again.

A chief operating officer can be a firms' secret weapon for growth.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

In a perfect world, a negotiated peace will make winners of all parties, including clients.

Should it be custodians? Or the clients themselves? Bob Veres picks a side.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

In today’s world, you can count on clients and prospects to question your motives, challenge your facts and respond emotionally, not rationally.

As threats increase, the need for the wealth management business to safeguard clients, portfolios and industry has never been greater.

Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?

With an elderly client suffering from Alzheimer’s, the family turns to the advisor for help in making tough decisions.