Wealth Think

As an alternative to placing restrictions on lump sum withdrawals, clients could provide retirees more distribution flexibility.

Frequent communications with clients, candor and reassurance will increase a firm’s credibility and attract new business.

Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future.

A seller’s market means firms will need to adjust pay-raise budgets for 2019. They may also need to increase salary offers to attract the best workers.

Gauging the valuation of your business is a way of knowing the overall health of the firm. It can be a humbling process.

Increasing diversity on your team can engender a greater feeling of inclusion among your client base and broaden your pool of prospects.

Once deeply flawed, such policies are now a necessary piece of a firm's toolkit — but picking the right one is tricky.

Tragic experiences led this advisor to find a way to make finance real and personal.

New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups.

More wealth management pros are joining mastermind groups, driven by the growing realization that the isolation that comes with running a business can hold back the business’s success.