Wealth Think

Voices: Separately managed accounts allow clients to invest in line with personal values, while also offering customization and tax advantages over mutual funds and ETFs.

Voices: Self-proclaimed market wizards often have records of accuracy that fall far short of the hype that surrounds their reputations. Advisors, beware.

Voices: The assumptions that robos can disrupt human advice or are even innovative technology should be questioned, argues Riskalyze CEO Aaron Klein.

If you’ve only made note of birthdays and anniversaries, you’re missing out.

Voices: For smaller B-Ds, there will likely be an added cost of obtaining an unbiased assessment of the consistency, accuracy and suitability of their robo tools.

Voices: Advisors may regret delaying their preparation for the new regulation.

With difficult markets, clients are up for grabs and the storied brokerage was unsurpassed in training rookie brokers how to build huge businesses, a leading recruiter says.

These tips may take the bite out of individual income tax rate increases recently passed by Congress, says a leading retirement strategist.

Many firms default to secretive end-of-year subjective processes to assess compensation. There’s a better way. Fiduciary Network’s Yvonne Kanner offers 9 strategies to fairly reward and keep employees.

One adviser goes head to head with the fund giant on fixed-income investing, managed payout and global bond funds, and the best solution for cash.