Wealth Think

Data aggregators provide big advantages for RIAs, but criticism is mounting.

When his sons were diagnosed, this financial advisor had to learn to focus on what he could control. Now he uses those lessons in his business.

Once deeply wary of digital tools, planners may be turning a corner.

Think RIAs are valued at two times gross revenue. Think again.

A chief operating officer can be a firms' secret weapon for growth.

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

In a perfect world, a negotiated peace will make winners of all parties, including clients.

Should it be custodians? Or the clients themselves? Bob Veres picks a side.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

In today’s world, you can count on clients and prospects to question your motives, challenge your facts and respond emotionally, not rationally.