Wealth Think

What clients really need is a smart distribution strategy for their retirement portfolio. Here's how our firm handles it.

Advisors can add up to 0.75% of additional return for clients annually with proper strategies. But active and index funds should get different treatment.

Advisors must make several key business decisions to go independent, says Shirl Penney, founder of Dynasty Financial Partners.

It takes a lot of time to develop original insights and advance the public conversation around a thought. If you have the inclination, follow this plan to start the process.

When work isn't perfect, advisors should seek change, but be flexible about it. Here's how to get started.

Digital channels are not strategies in and of themselves, writes Kevin Tynan, a bank marketing executive. In fact, three important customer groups are unlikely to be swayed by mass emails and pay-per-click advertising.

Today's investors realize how little they understand banks' risk exposures and are skittish about providing risk capital. But there's a solution, according to a CFA Institute director.

Tucked into UBS's second-quarter earnings presentation is a table that acts as kind of a map of where in the world new wealth is being created.

Federal Reserve stress tests evaluate banks' ability to withstand severely adverse scenarios like the Great Recession. But the next downturn may pose different problems, according to Tony Hughes of Moody's Analytics.

Answering these four questions will help you develop a solid strategy so you can confidently engage prospective and current clients on social media.