Wealth Think

The longest bull run in American history makes this environment an opportune one to cash out equity positions.

I underestimated Hurricane Matthew. I won’t do the same with this storm.

Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.

Lehman Brothers had collapsed. Panic, instability and a recession followed. Ten years later, the lessons from that era echo even more resoundingly.

The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.

Three African-American industry leaders suggest how to improve diversity and inclusion.

Advisory firms should add this key position to their C-suite, argues CFP Board CEO Kevin Keller.

A quarter of asset management executives pin the blame on organizational culture, according to FIS research.

Clients only get to reap the rewards of returns after investment expenses are paid.

A comprehensive sales-report system can help prioritize marketing efforts, and communicate information quickly and clearly to advisors.