Wealth Think

A quarter of asset management executives pin the blame on organizational culture, according to FIS research.

Clients only get to reap the rewards of returns after investment expenses are paid.

A comprehensive sales-report system can help prioritize marketing efforts, and communicate information quickly and clearly to advisors.

A well-executed website is an opportunity to explain your value proposition to your client and reach new ones.

A long-term approach to owning individual bonds is rewarded with both greater yield and safety.

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

Many investors remember that the S&P 500 lost 39% in 2008, but few recall that the 10-year government bond gained 21% that year.

Close relationships are part of what makes the profession special, one advisor has found.

Training programs may seem expensive, but they cost just pennies compared to the expense of losing talent and hiring replacements.

Sometimes a planner's advice can go awry, despite best intentions.