Wealth Think

Like selling a car, asset managers can list their products’ specifications, but that isn’t always enough.

Making the right hire can ease workloads and free up time to spend catering to clients' needs.

Veteran financial advisors need to play an active role in coaching the next generation. Are you an effective mentor?

Chances are, you’ve never used it — or even noticed it.

Planners have a natural incentive to be narrow-minded when it comes to investment opportunities. Sometimes it’s better to look for reasons to selectively say yes.

Instead of thinking about fiduciary purely as an obligation or regulation, advisors should envision it as something much bigger: a way of life.

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

Before making any changes to the compensation plan, find out what your partners value most. You may be surprised how agreeable they are.

Thinking of leaving a big broker-dealer? Answer these three questions first, recruiter Mark Elzweig writes.

Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.