Wealth Think

Regulatory and industry changes are driving some advisers to rethink their business model, writes recruiter Mark Elzweig.

As volatility remains a real concern, advisers will need to continue to transition into holistic and goals-based advice.

To build loyalty with the next generation, key steps include hiring younger advisers.

Debt crises, fiscal cliffs and market bubbles will always capture headlines, but are often short lived.

Social media is included in regulatory requirements.

Sending performance statements every 90 days can undercut planning goals. There is a better way to keep clients informed.

Now is the time to prepare your clients to toughen up (and yourself, too).

Some call it 'relentless,' but scouting for the best candidates has resulted in a better array of services from the industry's top firms, says leading recruiter Mark Elzweig.

Our latest Industry Leadership Forum produced more questions than answers, but many participants expected changes in adviser compensation.

As the go-to financial expert, you will probably be asked for advice. Here’s what to tell a prospective seller.