Wealth Think

Focusing solely on finances isn't a good prescription for a happy retirement.

Focusing solely on finances isn't a good prescription for a happy retirement.

How advisory firm owners can institutionalize their business — and command a higher multiple in the M&A market.

Here is how advisory firms should position themselves for acquisition.

Adviser Barbara Shapiro explains the personal journey of taking the reins after losing her longtime partner.

Compensation is just part of the consideration for an adviser to go independent.

Using only monetary rewards as the sole means of motivation is a missed opportunity to spur advisers to greater levels of production and productivity.

Here's what an alternative approach to the Labor Department regulation could look like.

RIAs are exploring new ways of compensating their advisors, just in time.

There is a shift from selling impersonal financial products to delivering personalized, outcome-based solutions at scale.