Wealth Think

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.

As threats increase, the need for the wealth management business to safeguard clients, portfolios and industry has never been greater.

Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?

With an elderly client suffering from Alzheimer’s, the family turns to the advisor for help in making tough decisions.

If you do not fully understand the regulations, you’re not alone.

Distributors may be demanding more support in the areas of investor education, risk management and governance.

Technological advancements are helping to empower employees, and wealth management firms will need to shift their cultures to continue to attract the best workers.

Why new rules won’t necessarily prevent bad behavior.