Wealth Think

Employing technology in strategic ways can free planners to spend more time communicating and less time fretting.

Wealthy investors with young children share a number of key characteristics, needs and values that set them apart. Make sure you understand them.

If you have a strong profile, are comfortable with using the search function to send invitations and get referrals, you might be ready for the next challenge. Here are five tips to turbo-charge your use of LinkedIn.

For years, bankers have bemoaned the looming death of the traditional bank branch. Now it looks like it’s actually starting to happen. Finally.

Whether you are planning to sell your business to an outside party, thinking of implementing an internal succession plan to transfer ownership to the next generation, or considering the strategic acquisition of another wealth management firm, an understanding of the true drivers of valuation is critical.

With the new school year underway, clients are focusing on the best ways to use their 529 plan dollars. Don't let them make these mistakes.

For both Roth conversions and required minimum distribution purposes, be sure that the value placed on your investment is one that would pass IRS scrutiny.

Spousal benefits are the meat and potatoes of Social Security planning. Have you helped your clients maximize their situation?

Financial institutions need to tread lightly; it's very easy to miss the mark when offering loans and related services to women.

Here's how to help clients maximize both the charitable and tax benefits of any donation.