Wealth Think

Bots and machine learning are becoming increasingly common in financial services. But that is not the purist’s view of what AI represents.

Following these steps will help advisers prepare their firms for the future without them.

Create a schedule to discuss additional services that could bring in more revenue.

Create a schedule to discuss additional services that could bring in more revenue.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Focusing solely on finances isn't a good prescription for a happy retirement.

Focusing solely on finances isn't a good prescription for a happy retirement.

How advisory firm owners can institutionalize their business — and command a higher multiple in the M&A market.

Here is how advisory firms should position themselves for acquisition.