Wealth Think

Asking the right questions early on can help a planner identify gaps in an emerging estate plan and uncover opportunities for clients down the road.

The trends we saw pick up speed last year, like AI-aided advising, will gain momentum and force this year — the advisors who adapt them will be better positioned to attract next-gen clients.

Financial advisors should start the new year right by modernizing their planning tools to reflect clients' heightened demand for reliable, easily digestible information about their assets.

It's a complicated choice, but tax alpha and customization shouldn't play that big of a role. On the other hand, the ability to have a solid partnership should.

Though more women are entering the industry, gender bias and other historical barriers remain.

Financial firms should prioritize these tech-driven trends immediately. Here's how they'll play out in the short, medium and long term.

There are gaps to be filled, granted, but tech is transforming the industry and upping the quality of financial advice and the how it's delivered, write wealthtech leaders Andrew Altfest, Philipp Hecker and Nathan Stevenson.

Don't know where to find diverse talent for your firm? No more excuses — here's everything you need, courtesy of the BLX Internship Program.

Assessing your RIA through a sustainability lens can serve a range of stakeholders including employees, clients and the environment.

Preparation, acceptance and a generous dose of patience will be required to help investors weather a forecast that includes prolonged high-interest rates.