Wealth Think

Financial institutions need to have good digital offerings, but they also need to find ways to stand out from the crowd. That's why branches will remain a crucial home base.

The key to being quoted accurately - and more often - can be summed up in two words: sound bites. Developing the ability to speak and write in sound bites is essential.

Last year regulators tightened their grip on Wall Street, while banks were caught off guard by emerging cybersecurity and reputational risks.

Life under $150 million: Successful smaller firms say they've overcome common challenges by embracing a long-term view.

As a new year begins, it’s time for advisors to take some fresh steps to growing their business.

The problem with traditional goal setting is that it's not terribly inspirational. Here's a better approach.

Profitability and control still rank high on the list of reasons advisors go independent, but the ability to have new and better systems – especially software – also plays a compelling part.

Using donor-advised funds can ease the pressure on clients to make hurried year-end giving decisions, while still allowing them to receive the tax benefits from their donation.

Biases that arise from misconceptions (and laziness) can do lasting damage to a client's retirement plan and an advisor’s business—the popularity of "file and suspend" is just one example

Advisors still have time to come up with significant savings for their clients.