Wealth Think

Voices: Abuses in investment advice need to be stopped. But a law without teeth is worse than no law at all.

Examining these issues may take the guesswork out of a client's estate plan.

Filling out a NCAA Tournament bracket illuminates skills that could enhance your clients' portfolio choices, a marketing pro says.

It has ramifications for generations, but few investors may be prepared to confront it.

Advisors should focus on key questions to best estimate how much retirement savings a client really needs.

There were immediate, positive reactions over her overall message, which was taken as an indication of continued support from the Fed.

Voices: Advisors still relying on spreadsheets for basic planning run a very real risk of becoming obsolete in the near future.

With a rise of class-action lawsuits in the offing, the smallest investors could get the cold shoulder.

These state planning strategies may inspire, motivate and educate beneficiaries to become the people their benefactors hope they’ll be.

Voices: Separately managed accounts allow clients to invest in line with personal values, while also offering customization and tax advantages over mutual funds and ETFs.