Wealth Think

The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.

Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.

The planner is among the brightest minds in the financial planning profession, but his endorsement of the organization's certification standards is "decidedly enigmatic."

Flat fees may not be as profitable or scalable, but they have significant benefits.

Firms face a complex world of increasing data volumes, regulations, reporting demands and multi-asset class complexity.

The boardroom advice team meeting, once reserved for the wealthiest, is an option advisors can offer to more clients thanks to increased digitization.

The company has its incentives, but here’s what could be waiting for advisors.

The decision by Carson Group’s CEO came after a two-year examination of the business revealed some changes that needed to be made.

Helping clients understand casualty loss rules following an unexpected tragedy.

In this circus of an industry, what chance does an average investor have of finding somebody who will actually work on his or her behalf?