Wealth Think

In a year where the market has reached new heights, protecting client’s wealth from losses, including the costs of taxes, is just as important as generating returns.

It is not the fiduciary rule or whether robo technology is friend or foe.

The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.

Kestra Financial’s James Poer offers advisors his three predictions for the new year.

Collaboration and acquisition between incumbents and start-ups is poised to increase.

As technology reshapes the financial world, conditions should improve in wealth management.

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

Record-high stocks, growing geopolitical risk. Is our current market becoming eerily similar to 1972?

"Maybe commissions aren’t so evil after all?"

Advisors should not overlook client savings accounts as idle funds.