Wealth Think

The solo practitioner is becoming an endangered species as firms concentrate on tailoring tech for mega teams.

The wirehouse is ballyhooing once below-the-radar hires. Now it should rejoin the Broker Protocol.

Revenue numbers take a back seat to cultural and leadership intangibles when selecting a partner who will preserve your firm's value and carry it into the future.

Sounds simple in theory, but when it comes to naming an RIA there are plenty of options to consider.

Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.

It's important to teach younger advisors every aspect of your practice. Start with "I don't know."

With any level of success comes visibility, and with that comes a responsibility to lift up others.

An advisor finds himself thrust into a role he did not anticipate when his married clients die unexpectedly, leaving two sons who need advice and support.

Too often succession plans tend to be all-or-nothing. There are better ways.

The departures mean my practice is losing thousands of dollars in revenue — for now.