Wealth Think

Our business isn’t just about big firms anymore, but we still see the old stereotype that investing is a man’s game dominated by Wall Street firms.

Prepare yourself for the next big market downturn which may be exacerbated by highly leveraged derivatives.

Courses at historically black colleges and universities are making the planning profession more accessible to students who’d never considered the career.

Most firms just don’t have the time and resources to be detail oriented. It’s a great chance to get noticed.

Some unresolved issues haven’t received as much attention as those related to federal securities laws.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

The lack of guidance from the IRS makes it a daunting task.

But the benefits are not evenly distributed among taxpayers.

Under the new tax law, the tax on children’s investments and unearned income could end up costing a pretty penny.

Aggregators, private equity firms and family offices are all investing in RIAs. Know the key differences between them.