Wealth Think

Interactive exercises that let clients reflect, write and even just doodle about their history and goals can build trust and improve financial outcomes.

Pivoting from "this company will always be mine" to "I need to find a partner who can help me maintain continuity" is a necessary mindset shift for advisors making continuity plans.

Parents can leverage their wealth to access the dream of homeownership for their kids — as long as income tax and gift tax consequences are factored in.

In the quest for predictable growth, it was exciting to see firm leaders at T3 rally around the need for innovation in the front office.

The first quarter is a good time for an annual check-in with philanthropic investors, a practice that can strengthen intentions and family bonds.

For clients who want sustainable investing reflected in their portfolio, financial advisors will need to find an approach that resonates while staying true to fiduciary responsibilities.

As the Internal Revenue Service develops guidance to implement these statutory requirements, it is finding it necessary to make some compromises.

Investors have a wealth of options for putting their capital gains to work through this program.

It's way past time for the industry to apply a core investment concept — diversification — to achieve gender equality in its ranks.

Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.