Wealth Think

There aren’t enough hours in the day to get everything done, and it’s easy to get distracted by all the things that come up unexpectedly during the day. But successful FAs are able to minimize distractions and focus on critical tasks.

If clients are unhappy with any aspect of their life that financial planning will solve, make that the primary focus.

After Sept. 11, 2001, one planner resolved to use his skills as a CFP to assist affected families pro bono and he rallied others to his cause.

Investors want more clarity and better options when it comes to fees.

Greater transparency, high value, low cost and instant access: the financial technology has the power to provide it all.

The Labor Department has indicated that further revisions to the regulation could be forthcoming.

To give great guidance to clients, focus on removing noise and bias rather than trying to be all things to all clients.

What used to be a complex and expensive barrier to entry for independent RIAs has now become much simpler and cheaper.

Operational challenges and strategic initiatives are at a crossroads.

While the firm's conquest of the money-management business may seem inevitable, it’s a mistake to extrapolate its recent success into the future.