Wealth Think

Who’s responsible for a digital problem caused by a third-party program? Not the vendor.

‘Hey, you, get off of my cloud.’ What wealth managers should know about the risk-reward of cybersecurity.

By putting clients’ interests first and documenting conscientiously, advisors will comply with the rule, while also building trust.

You have a strong onboarding process and the consultation went well, but the prospect has disappeared. What went wrong? Possibly one of these five marketing pitfalls.

Firms seeking to adapt need to keep these four points in mind.

Valuations are high from a fundamental perspective, but increasing consumer confidence has historically pushed them even higher.

There's a better way to craft a standard that would protect investors and preserve client choice.

Advisers, clients and the industry are all best-served when fees are based on the value delivered, not on asset calculations.

A recent court case demonstrates how the criminal liability has dramatically increased, even in the absence of a monetary benefit for the tipper.

The White House has made fiduciary part of investors' vocabulary.