Wealth Think

Gauging the valuation of your business is a way of knowing the overall health of the firm. It can be a humbling process.

Increasing diversity on your team can engender a greater feeling of inclusion among your client base and broaden your pool of prospects.

Once deeply flawed, such policies are now a necessary piece of a firm's toolkit — but picking the right one is tricky.

Tragic experiences led this advisor to find a way to make finance real and personal.

New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups.

More wealth management pros are joining mastermind groups, driven by the growing realization that the isolation that comes with running a business can hold back the business’s success.

Make sure your conversations with clients include variations of this theme. It's not a bad way to approach your own big decisions, as well.

The FPA has a drastic proposal to dissolve local chapters. There may be a better way forward.

"I would go home at night and question if I added value to anyone’s life that day," writes Ashley Folkes. "The answer was usually no."

Are these companies really able to disrupt the current market? And which tech giant is closer to customers?