Wealth Think

Leveraging big data, machine learning and artificial intelligence will extend stock selection beyond its current capabilities, according to Procure Holdings President Bob Tull.

"The stillness of the time produced by the pandemic quarantine has put age-old issues in the spotlight,” writes Visionary Leader Awards judge Dasarte Yarnway.

The judges sought innovations that would make a lasting impact on the business of financial advice. We found them.

Thanks to the CARES Act, retirees can pass on taking required minimum distributions but should they?

Thousands of planners have dropped their memberships in recent years. Here’s why I joined them.

Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.

It would have been easy to get her back in a moment of anxiety and weakness. Here’s why I didn’t.

It's been hard for me to find mentors, and I've stopped attending most industry conferences.

Advisor Zaneilia Harris has come to a bleak conclusion.

Videoconferencing tools have helped us feel less isolated during the coronavirus lockdown, however protecting private information can’t be overlooked.