Wealth Think

Analysis: Instead of the big financial monolith dictating your financial life, the power is shifting to the client -- the emerging platform is one truly built from the ground up around one simple concept: "Me."

There are myriad financial and estate planning issues that must be re-evaluated to ensure tax efficiency and wealth transfer continuity. Here's what advisors should consider.

Analysis: Fortunately, three industry giants appear more concerned about earning market returns and avoiding foolish behavior than introducing new "hot" products.

A landmark Supreme Court ruling ironed out many but not all of the wrinkles in the legal landscape for gay clients.

The landmark Supreme Court decision means same-sex spouses are now entitled to equal protection under the laws of every state, but it's still vital to plan proactively, writes attorney Matthew T. McClintock.

Analysis: The advisor's role goes beyond getting clients to save more for retirement.

Analysis: Far too much professional courtesy from panelists at Morningstar helped perpetuate the fog around a subject that has crystal clear visibility.

Harvesting data can ensure that accounts you manage are meeting their objectives and can offer marketing opportunities.

Grading clients on actions they have taken over the years can be valuable in helping advisors know where to expend their energy.

How to help women in junior roles take the steps to become successful independent advisors.