Wealth Think

Opinion: Technology won't replace advisors, says Betterment CEO Jon Stein. But automated investing can add efficiency to one's practice, he says.

Keeping trusts a secret from the people who will one day benefit from them is a way to preserve and manage wealth.

An advisor who moved to a wirehouse from a boutique offers guidance on finding a firm that will offer greater job satisfaction and also benefit clients.

If you take only one message from a rather tumultuous 2015, you might want to consider this: Build your practice with a firm where retail wealth management is a core business.

Here’s how RIAs can plan, cultivate and grow the next generation of talent.

Opinion: "The Labor Department's endorsement of these algorithmic investment guides seems curious and misplaced," says securities attorney Melanie L. Fein.

The only way to evaluate the appropriateness of Dodd-Frank's costs is to monitor the economic benefits that it creates. That's why the government needs to find a quantifiable way to measure the efficiency of its regulations.

Understanding the valuation of your firm can help identify areas of improvement, especially if you are considering selling. Here are some key insights to consider.

Commentary: The first wave of robo advisors went too far in denying any impact from volatility – which is just plain incredible, writes Daniel Satchkov, president of risk modeling firm RiXtrema.

Viewership and engagement is not evenly distributed. Being online doesn't mean clients will see the content.