Wealth Think

When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?

Identifying world-improving, moneymaking technologies is only half the investment battle: Old- school industry analysis is still required.

Financial advisors are uniquely poised to recognize potential indicators of financial abuse — here's how to help clients.

Just 9% of wills take pets into account. Here's how advisors can have a conversation with clients to ensure pets are properly included in their estate plans

Climate-related disclosures will bring complexities requiring short- and long-term action by financial institutions, and the first reporting could begin in fiscal 2025.

Younger investors are surprisingly eager for financial guidance — even estate planning — from advisors willing to expand their services and worldviews.

The latest tech can boost productivity, but growth-fueling referrals depend on human interactions that make clients feel safe, smart and valued.

Here's a smart way to add long-lasting value to your client relationships.

High-earning participants in the expanding universe of retirement plans offer a wellspring of potential clients for firms and advisors.

Simple, doable steps performed by in-house staff can begin a financial services firm's data security odyssey.