Wealth Think

You need to be collecting all of your client interactions in one centralized place. Only by integrating them with your CRM will you have an efficient singular view into your client relationship. But where do you start?

Opinion: Contributor Allan S. Roth is “more than a bit concerned” that this marriage of a low- and high-fee provider will not be good for investors.

This year may be the best time for business-owning clients approaching retirement age to sell.

Is it time to take a closer look at private foundations?

Recruiter Mindy Diamond says the historic accord forged a bond of trust between advisors and their firms that the industry cannot afford to lose.

Gifting has long been a favorite strategy in estate planning to reduce taxes, but tax changes in recent years means it might be time to reconsider when it's best to use it.

Although millennials are less trusting of financial advisors than older investors, there are still ways for wealth management firms to court younger clients.

“My goal was to be revenue neutral in the transition but more fairly allocate fees to reflect the actual work I did with each client,” one advisor says.

Opinion: Technology won't replace advisors, says Betterment CEO Jon Stein. But automated investing can add efficiency to one's practice, he says.

Keeping trusts a secret from the people who will one day benefit from them is a way to preserve and manage wealth.