Wealth Think

There is an abundance of technology available for financial planners and their practices. This hasn’t always been the case, but now the selections are almost endless. Here's how new solo planner Dave Grant decides what to use.

Case studies can be a great way to communicate the reasons a client should work with you -- as long as they want to read all the way to the end.

As the court battle between Michael Jackson’s heirs and entertainment company AEG heads to the jury, the case highlights five legal challenges and complications that the estate executors have had to worry about in the last few months alone.

All in all, a government shutdown would be a major irritant, but would not have much impact on our clients or commerce in general. The trouble starts if the government defaults on its debt.

As Septmber draws to a close, we've gathered together the most popular stories of the month. Don't miss the top five.

With the close of September we've compiled the most popular stories from the month. Check out the top five.

As September draws to a close, we’ve rounded up the most popular stories of the month. Don’t miss the top five.

Your IRA Expert answers a number of questions about required minimum distributions including why you shouldn't wait and what happens if you do.

Few firms have provided staff members with formalized career paths. This disconnect creates significant untapped potential for firms to better harness their human capital -- by actively engaging their teams for growth and greatness.

Morgan Stanley has gotten a lot of heat over "pre-approved content" to be used on social media by the firm’s financial advisors, but there are several reasons it is actually an advantage, says head of digital strategy Lauren Boyman.