Wealth Think

A buy-sell agreement should be a priority for almost any practice, no matter the age of the founder or owner.

Their answers to these queries reveal unconscious beliefs that undermine their planning — and yours.

With 20- and 30-somethings just beginning to build financial wealth, banks must orient their business to meet the needs of these consumers.

The solo practitioner is becoming an endangered species as firms concentrate on tailoring tech for mega teams.

The wirehouse is ballyhooing once below-the-radar hires. Now it should rejoin the Broker Protocol.

Revenue numbers take a back seat to cultural and leadership intangibles when selecting a partner who will preserve your firm's value and carry it into the future.

Sounds simple in theory, but when it comes to naming an RIA there are plenty of options to consider.

Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.

It's important to teach younger advisors every aspect of your practice. Start with "I don't know."

With any level of success comes visibility, and with that comes a responsibility to lift up others.