Wealth Think

Advisors who partner with a CPA now will find themselves with a significant advantage in years ahead, writes Paul Saganey.

A viral video accusing an LPL advisor of anti-Black hiring discrimination brought to the fore a problem Black finance professionals have long understood.

This is not a world for small ideas, and the sooner many narrowly focused upstart financial technology companies come to grips with that reality, the better.

Joining an existing RIA has its appeal, whether as a final destination or as a way station on the path to full independence.

It’s important to have intergenerational conversations with clients and their families.

Charging a percentage of assets under management only works for some client demographics. Let's find other ways to work with different clients, writes Daniel Johnson.

To meet the needs of the swelling ranks of women investors, Wall Street needs to grow our own female advisors, writes Judy Morrill.

Eliminating the step-up in basis for calculating taxes may not become law, but it’s worth exploring options with your small enterprise-owner clients, says Sophia Duffy.

Clients depend on us to know not just how to handle their investments, but why they are investing in the first place.

The nonprofit is serious about weeding out bad actors among CFP holders, writes Tom Sporkin, the official hired to run its compliance efforts.