Wealth Think

The case for active bond management is compelling, given increased market volatility and persistent economic uncertainty, argues the president of Toews Asset Management.

Beyond numbers, data and spreadsheets lies the real value of financial planning: building human connection to help clients reach their goals.

The rise of humanoid robots as home-care assistants will rewrite retirement budgets. Forward-thinking advisors who understand the coming shift will be well-positioned to help clients.

Where do automated workflows end and advisor-owned outcomes begin? RIAs need to get the answer in writing before their tech stack goes live.

An overlooked section lets defined contribution plan participants use funds to pay LTC premiums without early-withdrawal penalties.

In vitro fertilization, sperm donation and other reproductive techniques can lead to legal and financial risk. Here's how to help clients avoid exposure.

Which private investments will generate income and protect capital after liquidity dries up? Financial advisors can look to fund managers to provide important clues.

If an advisor's tax offerings aren't visible to AI tools like ChatGPT and Perplexity, they effectively don't exist for today's prospective clients.

RIA deals can falter at the finish line if the acquiring advisor fails to think about financing at the start.