Wealth Think

Chances are, you’ve never used it — or even noticed it.

Planners have a natural incentive to be narrow-minded when it comes to investment opportunities. Sometimes it’s better to look for reasons to selectively say yes.

Instead of thinking about fiduciary purely as an obligation or regulation, advisors should envision it as something much bigger: a way of life.

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

Before making any changes to the compensation plan, find out what your partners value most. You may be surprised how agreeable they are.

Thinking of leaving a big broker-dealer? Answer these three questions first, recruiter Mark Elzweig writes.

Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.

As the financial planning industry nears a fee-only, fiduciary world, independent broker-dealers will face some important choices about their future business models.

Find growth by using Maslow's hierarchy of needs to help set compensation policy.

Technology is rapidly changing many, but not all aspects of the business.