Wealth Think

An ill-considered comment or a faux pas in the home stretch can wreck an adviser's plans to switch firms, writes coach and recruiter Elizabeth McCourt.

A scientist's lament: Too often there’s a disconnect between what a firm needs and what analytic tools actually deliver.

Adding new technology is more likely to be chosen as one of the most important factors to enhance profitability.

Regulatory and industry changes are driving some advisers to rethink their business model, writes recruiter Mark Elzweig.

As volatility remains a real concern, advisers will need to continue to transition into holistic and goals-based advice.

To build loyalty with the next generation, key steps include hiring younger advisers.

Debt crises, fiscal cliffs and market bubbles will always capture headlines, but are often short lived.

Social media is included in regulatory requirements.

Sending performance statements every 90 days can undercut planning goals. There is a better way to keep clients informed.

Now is the time to prepare your clients to toughen up (and yourself, too).