Wealth Think

When a company considers adding new jobs or making new investments, many state and local authorities offer tax incentives to support that growth.

Amid the great wealth transfer, having a flexible tech stack that attracts young, next-gen clients is a must.

The equity strategy's tax-loss harvesting component can scratch a client's itch to do something amid sell-offs while staying fully invested.

In a consolidating industry, perpetual growth may seem like the only way forward, but financial advisors still have options.

The colors of an advisor's logo, branding and even the clothes they wear can have a surprising effect on the conversion rate of their prospecting materials.

Private equity-backed consolidators need platform uniformity to grow — but without sacrificing acquired RIAs' unique strengths.

Check out a compliance expert's emoji-onally intelligent tips for decoding the omnipresent icons. (Hint: context is 🔑.)

Advisor and women in wealth advocate Cary Carbonaro charts her struggle for respect and pay parity after a buyout by a big investment bank.

Most successful firms outgrow their business model. Knowing exactly when to pull the switch can be tricky.