Wealth Think

To help smooth a transition to a paperless office, firm leaders should be ready to counteract common misperceptions and offer proactive strategies. Here’s how.

The past year saw some of the biggest moves in recent memory, which may indicate the further dominance of larger teams in the industry, says recruiter Elizabeth McCourt.

Advisors doing business with their buddies may miss the point of being good wealth managers. While you may want to play another round of golf with your clients, you still have to be on top of their financial planning and honest about critical decisions concerning their wealth.

Worries about an immediate downdraft in the credit markets following an increase were unfounded, one advisor notes, emphasizing his call to focus on long-term planning.

Winning over robo advisors doesn’t automatically mean cutting fees. Keep an eye on profit margins, however.

4 great ways to become a standout advisor in 2016 as competition ramps up.

Opinion: The shortage of women among the progressive entrepreneurs and executives attempting to transform how consumers interact with money hampers the industry's ability to know its market.

Advisors can tell clients that the Fed will likely be very cautious in the months to come, says columnist Kimberly Foss.

A bad profile can be worse than not having one. Don’t be held back.

There are some specific challenges when making this key transition.