Wealth Think

Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.

It's important to teach younger advisors every aspect of your practice. Start with "I don't know."

With any level of success comes visibility, and with that comes a responsibility to lift up others.

An advisor finds himself thrust into a role he did not anticipate when his married clients die unexpectedly, leaving two sons who need advice and support.

Too often succession plans tend to be all-or-nothing. There are better ways.

The departures mean my practice is losing thousands of dollars in revenue — for now.

Do stock market swings mean new opportunities for financial planners?

"Put people before profits and focus on service above self," says Kimberly Foss, founder of Empyrion Wealth Management.

These and other firms are building brands that appeal to advisors. Here’s how.

Reports of the death of fiduciary differentiation have been greatly exaggerated, contends fiduciary advocate Knut Rostad.