Wealth Think

Dedicating enough time and conducting the proper amount of due diligence is the best way to ensure where you're going is a better fit than where you've been.

Local Social Security workers are not necessarily trained in, nor are they able to evaluate, complicated strategies and long-term projections.

Many of the complex and costly regulations implemented under the Dodd-Frank Act are unnecessary and burdensome for community banks, writes the chief executive of the Community Bankers Association of Georgia. A two-tiered regulation system is the clear solution.

Apple's announcement that it will make its Touch ID technology available to app developers is good news for bankers who see biometrics as the key to authenticating mobile banking users. But some security experts question whether fingerprint scans are actually more secure than passwords.

There are a few basic steps investors and advisors can take when voting their proxies to promote gender diversity on corporate boards.

Frequently overlooked as a wealth management planning tool, IRS Form 1040 is the best potential tool for delivering integrated tax and investing advice.

Suspending the payroll tax for people over 65 would decrease total government receipts, yet make it easier for older adults to work.

Financial advisors who want to grow their revenues have two options: go bigger or specialize. Here's how.

Because a trustee will have control over assets, choosing the wrong trustee can thwart a client's best laid plans.

Banks have tried to change tellers' skill sets without changing the type of people they hire. They need to recruit sales-minded employees — and incentivize them with better pay and clearer career paths.