Wealth Think

Financial planners need to recognize that next gen clients are consumers first, investors second.

The challenges of new regulations may actually allow independent firms to grow and thrive—particularly those which embrace these four advice-centric features.

Your current superstar employees hold the secrets to making future crucial hires, says planner Kelli Cruz.

For the first time in his 30-year career, columnist Bob Veres is starting to hope the sector may catch up in the areas of trust, transparency and a fiduciary mindset. A promising new app is helping him get there.

Revenues have slumped, but what’s rising may be a better indicator of the years ahead.

The DoL’s fiduciary rule means advisers can expect additional scrutiny over fees. So how can they prepare for these industry changes?

Disruption of financial services is not a one-time event. Innovation is shaping everything from consumer behavior and advisers' needs to regulatory requirements.

Only 17% of advisers have a binding and actionable plan in place.

Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.

Do's and don'ts for transitioning the practice as a long-term process, not a one-time event.