Wealth Think

Helping clients navigate the complexities of tax reform is even more of a priority.

Helping clients navigate the complexities of tax reform is even more of a priority.

Given the steep rise in the price and use of virtual currencies, expect clients to have questions.

The longest bull run in American history makes this environment an opportune one to cash out equity positions.

I underestimated Hurricane Matthew. I won’t do the same with this storm.

Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.

Lehman Brothers had collapsed. Panic, instability and a recession followed. Ten years later, the lessons from that era echo even more resoundingly.

The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.

Three African-American industry leaders suggest how to improve diversity and inclusion.

Advisory firms should add this key position to their C-suite, argues CFP Board CEO Kevin Keller.