Practice

“They always want to have lines in place for if markets do turn down and they get capital calls on private investments,” says Jim Steiner.

The hiring spree follows the firm’s move earlier this year to become a member of the Broker Protocol.

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

"Some analysts have argued for years that the SSA’s estimates systematically underestimate future benefits for most people," an expert says.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

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

Social Security benefits will increase 2.8% next year, but some retirees will not see a rise in their retirement paycheck because of Medicare's hold-harmless provision.

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

Brand recognition provides an edge in digital wealth management, but offers little protection when tech issues strike.