Wealth Think

Few independent firms will be unaffected by the change, and if they don’t get cracking, they may "find themselves in a costly and time-consuming game of catch-up," argue Robert Cirotti and Gabriel Garcia of Pershing.

Hang on tight. Last week’s break from volatile, loss-inflicting markets may not signal a calmer market phase ahead.

Voices: Sometimes ‘intimidating’ but valuable ways to boost referrals find new prospects and build stronger relationships with current clients.

Do you have enough saved for a stand-alone RIA? EPAN's Ron Briggs challenges advisors on this and other considerations of going independent.

Asset location in three simple steps, according to Jefferson National’s Thomas Quinn

Voices: Big data is not data for data’s sake. But it is a tool to magnify value for clients — and a more efficient and effective way to work.

Attracting and retaining the best people is just one of the vital roles played by HR, says LPL’s Sallie Larsen.

The growing list of improbable developments is indicative of a global system that is signaling a major transition -- and far too many portfolios are not yet positioned for this, writes Mohamed A. El-Erian.

Don’t take the leap until you’ve asked yourself these questions about compensation and other important factors.

Top priority: Simultaneously taking care of yourself, your clients and your employees.