Wealth Think

Used correctly, wealth management technology has the potential to improve the experience for clients and advisors alike.

A group that's been historically blocked from growing generational wealth is ready to engage. Is the wealth management industry prepared?

The challenges of studying for three notably difficult tests can pay off for financial planners — especially in today's competitive environment.

The bequests can actually result in a bigger tax burden for heirs, which is why such transfers may not be the best way to protect wealth.

The hands-on role that planners can play in securing securities-based loans demonstrates their value in a number of ways.

Adding financial advisory services to your practice is a great revenue enhancer that deepens your client relationships.

Putting guaranteed monthly income on retirees' "balance sheets" can help them make smarter decisions about retirement income strategies.

Treasury Inflation-Protected Securities were dismissed by many investors last year because they had a negative real yield. That's no longer the case.

Yes, an industry app-maker argues, if the more a consumer plays the more they benefit.

Allowing for "give" to cover future imponderables protects donors and beneficiaries alike, writes a trusts and estates attorney.