Wealth Think

Charging a percentage of assets under management only works for some client demographics. Let's find other ways to work with different clients, writes Daniel Johnson.

To meet the needs of the swelling ranks of women investors, Wall Street needs to grow our own female advisors, writes Judy Morrill.

Eliminating the step-up in basis for calculating taxes may not become law, but it’s worth exploring options with your small enterprise-owner clients, says Sophia Duffy.

Clients depend on us to know not just how to handle their investments, but why they are investing in the first place.

The nonprofit is serious about weeding out bad actors among CFP holders, writes Tom Sporkin, the official hired to run its compliance efforts.

To succeed as an investment professional, you must take a holistic view of your investment strategy.

Now’s the time to think about how to leverage the benefits so we’re prepared when the technology reaches commercial viability, says Adam Schouela

At your next meeting with clients who express a strong interest in philanthropy, discuss ways to optimize their charitable giving by donating appreciated crypto with a DAF.

The strategy, which puts social good ahead of returns, can strengthen bonds with philanthropically minded clients.

Deep value managers appear poised to outperform as the country sheds challenges posed by the pandemic, writes Spencer Logan.