Wealth Think

Crypto-world fractures could preview the fate of traditional assets if markets enter phase 2 of a decline in the new year.

Appraisal and eventual sale on the secondary market of a policy no longer needed can make sense for older clients, says an industry expert.

If the program ultimately moves forward, tax professionals should know about the rules when advising their clients.

For practice leaders in fast-expanding firms, relinquishing control to an outsourcer can be challenging.

2022 topics should include year-end giving strategies, income and deduction bunching and retirement account conversions.

Selecting the right model can put them on track to achieve their philanthropic goals and objectives.

Revelations about the failed cryptocurrency exchange FTX's inroads into the banking system raise important questions about how limited the crypto crash really is.

Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.

A more thoughtful approach to saving will help participants who rely on the defined contribution model stretch their dollars into life after work.

Leave the pitch deck at the office and treat the prospect like they're already a client, counsels the director of a global sales training company.