Wealth Think

Once the ink on the marriage license is dry, couples should make a series of moves to protect both themselves and their finances.

Beyond insurance options, a CFP/MD lays out the protocols advisors should follow to help clients best prepare for their later years.

How advisors can use 1099s to help address investment reporting issues that clients may have overlooked.

Here are some of the top questions advisors have when they consider outsourcing parts of their business operations to a third party.

A forced convalescence impels a top wealth management executive to practice some fundamental principles that he was usually too busy to perform.

This is the beginning of a relationship, so the process should more closely resemble a courtship begun on eHarmony than a purchase made via Craigslist.

The divide within the financial industry creates confusion that ultimately puts the financial security of everyday consumers at risk, write NAPFA execs Dave O'Brien and Geoffrey Brown.

The challenges women face -- earning less and living longer on average than their male counterparts -- greatly affect how they invest and what they're looking for in a planner.

Investor confusion over fiduciary standards won't disappear despite the efforts of the White House and the DOL, argues Jim Allen, head of capital markets policy in the Americas at the CFA Institute.

Banks have to invest in mobile technology in order to keep up with millennials. But bankers also need opportunities to rub shoulders with young customers — and small, conveniently-situated branches give them an opportunity to do so.