Wealth Think

Clients have been jolted into engaging with their total wealth, not just their money, says UBS’s Ultra High Net Worth and Private Wealth Management Americas head John Mathews.

This year’s report on advisor compensation shows how RIAs and IBDs are attracting, retaining and rewarding talent.

Existing regulations that protect investors and deliver clarity to the industry must be preserved by the incoming administration, writes Financial Services Institute CEO Dale Brown.

Investing in virtual tools is a must but planners must also seize this moment to expand practices and deepen existing relationships, writes Broadridge Financial's Michael Alexander.

The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms.

With a new administration, the regulator has an opportunity to renew its focus on a key pillar of its mission.

Advisors need a complete picture of the unique defined benefits and compensation a veteran receives.

With a divided government, some proposals are bound to change as part of the give-and-take of the legislative process, writes Skip Schweiss.

Clients should save political beliefs for the polling place and letters to elected representatives; don’t let them cloud your investment decisions, writes financial planner Kimberly Foss.

It's helpful to recognize that there are both policy implications and behavioral implications of elections, and that these have completely distinct market consequences.