Wealth Think

Despite lofty markets, offering a “lazy” portfolio may doom a number of ill-prepared planners in the coming year, our columnist warns.

Decisions we make during financial crises alter as retirement nears — and not always for the better.

It won’t just change the composition of corporate board rooms. It may change conversations with clients too.

There are still plenty of challenges and potential changes on the horizon. Here’s what to watch for.

Foresight is key — today's “overqualified” hire could be tomorrow's "capable choice for a promotion."

Clients have been jolted into engaging with their total wealth, not just their money, says UBS’s Ultra High Net Worth and Private Wealth Management Americas head John Mathews.

This year’s report on advisor compensation shows how RIAs and IBDs are attracting, retaining and rewarding talent.

Existing regulations that protect investors and deliver clarity to the industry must be preserved by the incoming administration, writes Financial Services Institute CEO Dale Brown.

Investing in virtual tools is a must but planners must also seize this moment to expand practices and deepen existing relationships, writes Broadridge Financial's Michael Alexander.

The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms.