Wealth Think

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.

A well-executed website is an opportunity to explain your value proposition to your client and reach new ones.

A long-term approach to owning individual bonds is rewarded with both greater yield and safety.

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.