Wealth Think

An advisor finds himself thrust into a role he did not anticipate when his married clients die unexpectedly, leaving two sons who need advice and support.

Too often succession plans tend to be all-or-nothing. There are better ways.

The departures mean my practice is losing thousands of dollars in revenue — for now.

Do stock market swings mean new opportunities for financial planners?

"Put people before profits and focus on service above self," says Kimberly Foss, founder of Empyrion Wealth Management.

These and other firms are building brands that appeal to advisors. Here’s how.

Reports of the death of fiduciary differentiation have been greatly exaggerated, contends fiduciary advocate Knut Rostad.

After the divorce, I was broke and in debt. Then my husband sued me.

The SEC rule was based on a flawed assumption and fell far short of what it promised. As a result, states are forging ahead with their own fiduciary rules.

The specter of lost trillions in the coming asset transfer is causing wealth managers adapt their strategies to serve mercurial millennials.