Wealth Think

Still a work in progress, the product will be less "robo" and more expensive than some of its competitors' offerings.

The retirement account faces three significant forces that will shape its future: regulatory reform, demographics and expanded coverage. See how they're likely to play out.

The advisor business has evolved to meet industry innovations and will continue to do so, even with the advance of automated investment advisories.

The lobby group's proposal calls for more disclosure, but does not mandate all material facts be revealed, or that the client truly grasp the pertinent issues, writes Ron Rhoades.

Even if you still want to enjoy stepping back, consider what your practice needs to keep performing at an optimal level.

With a combination of the proper technology and the best practices for sharing relevant content, advisors can easily build their business network.

Some RIAs cut fees in their efforts to turn prospects into clients. But doing this can be a trap that negatively affects the perceived -- and real -- value of a business.

Comparables, such as multiples of revenue or cash flow, may not be most important because they could mean an oversimplified valuation.

While gifting can have important benefits, not every client will be in favor of it, no matter how many good reasons exist.

Benefits grow approximately 8% for each year between 62 and 70 that clients delay filing for Social Security, and future benefits will include cost of living increases. So why aren't clients taking advantage?