Wealth Think

Current risk tolerance questionnaires fail to add any perspective and context to what the risk score means. It's time to take a closer look.

The new rules aren't the bonanza for lawyers first imagined from the DoL's fiduciary efforts.

Tired of circling back and touching base? View from 30,00 feet make you nauseous? Avoid these and other old terms in your practice.

Have you tried asking a client what you do for them? Their responses may be worrisome.

Don't fight the DoL's new regulation, says a leading recruiter. Instead, try these strategies that can help you embrace the rule and boost your business.

Voices: Even independent advisors have some adjustments to make. Here are some of the most important, according to managing director of TD Ameritrade Institutional.

Advisor tech is now ground zero in the battle plans of the industry’s giants as they look to deploy integrated, bundled systems to capture more mind- and wallet-share of independent advisors.

Voices: an advisor earning a high single-figure commission from a variable annuity product should become a thing of the past.

Why can’t your RIA operations be as beautifully integrated as the functions on your mobile?

A number of advisors are striving for the status quo instead of creating a better business and stronger relationships. In effect, they're giving up.