Wealth Think

Imperatives include modernizing tech to gain and retain clients and provide them with “personalized journeys,” according to a new survey.

Whether it’s picking a securities attorney or finding a partner that can provide the service and support you need to transition, due diligence is key.

Purpose-built software promises flexibility and independence but can come with hidden issues and costs, Jed Maczuba argues.

The market will separate out those who best take care of their customers.

The slow pace of IT innovation leaves little room for advisors to Apple-ize client-facing functions — and they’re losing business because of it.

The pandemic is changing the game for performance management. It's time to evolve the financial services model.

Enthusiasm for energy stocks could be an overreaction as society reopens.

A 3-step process can get the planner in touch with their professional and personal origin stories before mastering social media technology.

Even professionals such as accountants and attorneys who may serve as trustees are unaware of the numerous risks that life insurance policies carry.

Even as in-person events are becoming less likely, there are still ways to engage with your stakeholders.