Wealth management

This generation of advisers is likely to “do something very different in regards to purchasing decisions,” tech columnist Joel Bruckenstein predicts.

Advisers are already prepping clients for sweeping changes coming under President-elect Trump's administration next year.

Clear goals, an informed focus and effective execution equals better performance.

A unique structure that allows a client some income tax benefits, while also excluding trust assets from an estate.

Clear goals, an informed focus and effective execution equals better performance.

The annual Tech Survey reveals the trends that will separate future digital winners from losers.

In the future, the wealth management client may look different than what you'd expect.

A handy guide for advisers, legislators and regulators to decode the jargon used to talk about issues important to the planning profession.

Automation tech wants to take financial sector jobs and do them for free. In the long run, that hurts the economy.

Why executives think forthcoming technologies will secure the firm’s lead as a digital innovator.

By making a few tweaks to their management style, firm owners can better retain talent — and grow their practices.

The fiduciary rule was an unintended gift for those who focus on income distribution planning.

From heightened competition to the potential for more M&A, here’s what the coming years will hold for planners.

The team's three advisers all worked at the wirehouse for more than two decades.

The size of the firm may dictate what will work for advisers and employees.

The size of the firm may dictate what will work for advisers and employees.

Timing is everything. Are you prepared with planning advice for each stage of life?

By offering specialized tax planning and retirement tools, this software has carved out a niche for itself for advisories with clients who have less than $2 million in liquid assets.

It's time consuming and can cost an adviser thousands of dollars, but some swear by the long-term benefits.

Why advisers shouldn't leave this aspect of planning on the back burner.