Wealth Think

The benefits of transitioning to a full-service independent platform are clear, but the process can be tricky and firms must take great care when making the switch.

It's not too late to help clients improve their tax situation for 2016 and beyond.

Critics say the regulation's costs and hurdles will hurt advisers. But there's another side to the story.

Use these strategies to combine a personal and high-tech approach to avoid falling behind the times.

The industry's trajectory is being permanently altered. Here's why.

Advisers aren't being eliminated. But they should understand the trends transforming the industry.

Interested in buying or selling a firm? David DeVoe's essential guide for advisers.

Four important things to bear in mind if you are considering joining a network of independent RIAs.

Hint: The sharp move higher in bond yields has not spooked stock market investors.

Expect the bonds versus stocks pendulum to swing anew.