Wealth Think

Harvesting data can ensure that accounts you manage are meeting their objectives and can offer marketing opportunities.

Grading clients on actions they have taken over the years can be valuable in helping advisors know where to expend their energy.

How to help women in junior roles take the steps to become successful independent advisors.

With the Federal Reserve poised to unleash its first interest rate increase in almost a decade there's a debate among investors about whether the past is any guide to how markets will react to a monetary tightening.

The partners who own a firm need to create a compensation structure that accounts for their own changing roles over time.

Still a work in progress, the product will be less "robo" and more expensive than some of its competitors' offerings.

The retirement account faces three significant forces that will shape its future: regulatory reform, demographics and expanded coverage. See how they're likely to play out.

The advisor business has evolved to meet industry innovations and will continue to do so, even with the advance of automated investment advisories.

The lobby group's proposal calls for more disclosure, but does not mandate all material facts be revealed, or that the client truly grasp the pertinent issues, writes Ron Rhoades.

Even if you still want to enjoy stepping back, consider what your practice needs to keep performing at an optimal level.