Wealth Think

There are a few basic steps investors and advisors can take when voting their proxies to promote gender diversity on corporate boards.

Frequently overlooked as a wealth management planning tool, IRS Form 1040 is the best potential tool for delivering integrated tax and investing advice.

Suspending the payroll tax for people over 65 would decrease total government receipts, yet make it easier for older adults to work.

Financial advisors who want to grow their revenues have two options: go bigger or specialize. Here's how.

Because a trustee will have control over assets, choosing the wrong trustee can thwart a client's best laid plans.

Banks have tried to change tellers' skill sets without changing the type of people they hire. They need to recruit sales-minded employees — and incentivize them with better pay and clearer career paths.

Financial advisors: Here's how to get a baseline reading of your own firm's practices.

Events are a great way for advisors to build business and interact with qualified prospective clients, but you must be creative. Here are some fresh ideas.

Investors often give their advisors the wrong objectives for a portfolio. Here's how to steer them in the right direction.

For clients who are public sector employees, a government pension could mean a reduction in spousal Social Security benefits.