Wealth Think

Succession planning is easy to talk about. It’s much harder for planners to actually plan for.

Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.

Advisers must integrate risk management, invest in technology and take control of what they can.

Advisers must integrate risk management, invest in technology and take control of what they can.

Do they really deliver better risk-adjusted returns? A Morningstar panel said yes, but contributing writer Allan Roth disagrees.

Index funds may not be the ideal choice, but there are better options than the active bond funds pushed at a Morningstar panel.

We must control our own bad behavior before we can become coaches for our clients, says contributor Allan Roth.

As wealth management innovates, the ongoing trend is toward simplicity, transparency and greater value.

Life insurance and annuity sales are the elephant in the room when it comes to the fiduciary standard.

Transition packages have been changing, and so should an advisers' approach to changing firms.