Wealth Think

I don't need outside credentials to bolster my credibility — I have my own.

Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.

Building trust and credibility with financial advisors is key to stay competitive, as most work with 10 or more asset management firms.

Over longer periods of time, the data makes a compelling partisan distinction.

Diversity statements and conferences are well and good but don’t go far enough. Here’s what will.

President Jim Fitzpatrick plans to address changing approaches to distribution and data management, and place more focus on diversity and inclusion.

For years, I helped clients make choices that improved their happiness and work-life balance. Why wasn't I doing the same for myself?

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.

A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.