Wealth Think

Properly "priming" AI models takes effort but can ultimately free up financial advisors to perform higher-value tasks.

AI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of business.

So far, around 150 federal disaster declarations have already been announced for 2024, involving 44 states, two territories, and half a dozen Native American tribes or bands.

Prenuptial agreements can protect not only the divorcing party but also their parents, children and estate plans.

When a seasoned investor, ex-health plan CEO and lifelong baseball fan counsels executives on business success, he draws on past and present baseball greats for inspiration.

An updated, funded buy-sell agreement can allow a surviving partner to maintain sole control of the business if one of the owners or partners were to die prematurely or become disabled.

Supervised AI tools can spot opportunities and reduce risk — ideally long before an RIA merger or acquisition closes.

The burgeoning "after loss" industry has the potential to differentiate RIAs from the competition as it fills a service gap in advisory practices, writes one of its pioneers.

Do you have three buckets handy?

Whether boutique, midsize, regional or national, each RIA asset level requires distinct strategies and significant sacrifices.