Wealth Think

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.

Every firm, no matter how small, needs a sales strategy. Here are three essentials in creating one.

Advisors' most pressing questions on the proposal get answers from SEI's head of practice management solutions.

A retirement trust used as the beneficiary for IRAs can ensure clients leave enough behind for their kids.

Voices: Moving from a commission account to a fee-based account with an additional risk tolerance questionnaire does not equal sufficient Know-Your-Customer or suitability measures.

Save your clients from fraud with these insights into how criminals work.

Advisors' biggest concern is that converting to a fee-based model will lead to a drop in income. But it doesn't have to be that way.

Launching a client portal isn’t easy. There are several big choices to make first, including a few crucial business strategy considerations.

Perhaps most dispiriting is that misconduct is even more common in counties filled with elderly, rich people.