Wealth Think

Diversity statements and conferences are well and good but don’t go far enough. Here’s what will.

President Jim Fitzpatrick plans to address changing approaches to distribution and data management, and place more focus on diversity and inclusion.

For years, I helped clients make choices that improved their happiness and work-life balance. Why wasn't I doing the same for myself?

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.

A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.

Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.

This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.

One size fits all? The single form for disclosure of client-advisor relationships applies even if firms offer multiple products and services.

Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.