Wealth Think

The CFP Board’s new code of ethics should be celebrated for embracing the fiduciary concept — will the standards be strengthened even more in the future?

When a prospective client asks, "So, what do you do?" you have 30 seconds to make a great impression. Here's how to respond.

Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.

Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.

Given current market forces — the commoditization of advice being just one — you may be facing elimination if you continue business as usual. Here's a guide to getting on the right track.

Many advisors blindly spend time and money on social media platforms without accurately measuring the ROI.

Much of the industry animus toward robo advisors, writes veteran fintech analyst Davis Janowski, is rooted in frustration, envy, and fear.

Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.

Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.

By requiring brokers to look out for clients’ best interests, the SEC is effectively requiring them to give financial advice, which distinguishes them from online brokers and should let them keep charging clients premium fees.