Wealth Think

Always essential but rarely the portfolio star, the strategy aims to provide positive returns in down markets when investors need them most.

A financial planner can complement the CPA through the stressful process by taking on a number of supporting — yet crucial — roles.

By keeping an eye on the future and potential new tax developments, tax advisors can offer their clients a sense of stability and proactive tax planning.

Since most Americans rely on the workplace for their retirement savings, employers are poised as an essential resource for helping people manage financial turbulence.

Noncompliance with a thicket of U.S. and E.U. rules risks regulatory scrutiny and, in some cases, steep fines.

Investing in enterprises trading at a discount to full value helps mitigate risk and reduce portfolio volatility.

Five (or six or seven) little words should tell the story of your firm and embed themselves in the minds of potential clients.

After pinning down a client's interests and expectations of returns, the research and due diligence begins.

Digital thieves are leveling up, preying on the emails, texts and phones of planners — and their families — in a bid to rob or extort clients.

Bringing on board next-gen advisors should go hand-in-hand with a strategy of investing in younger clients.