Wealth Think

No vaccine will return advisors and clients to pre-COVID-19 times— it’s time to let go and keep building.

Three out of the top four RIA custodians compete directly with their RIA clients through their networks of branch offices and call centers.

Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile years

Financial advisor Lazetta Rainey Braxton describes tangible methods for opening minds and advisory practices.

Waiting until year end to factor in portfolio volatility is risky business.

A comprehensive guide to how these provisions affect retirement plans

It could be a “better together” scenario for retiring sellers and under-55 advisors alik

Tools from Betterment, Vestwell and FiduciaryShield make it easy for planners to become retirement plan advisors, but they need to think twice before jumping in.

It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.

Financial advisors can help the country’s increasingly diverse population, but we must fully realize our vision of recruiting more young and racially diverse talent.