Wealth Think

Offer value to financial advisor-adjacent professionals and prospective clients to distinguish yourself among a rapidly expanding cohort of FAs.

Most firms rank technology as their most important strategic initiative — but they struggle with how to prioritize and implement change.

Leaning into the technique and the technology that enables it at scale can differentiate a practice while driving better clients outcomes.

Treating the financial plan as an end product instead of a first chapter can impede portfolio performance and erode trust.

The economic slowdown combined with mounting company stress could result in higher default rates, making the market segment a viable candidate for portfolio diversification.

Four forms in particular contain insights to a client's financial life and how to serve them better. We explain them here.

From the mortgage deduction to 1031 exchanges, real estate offers some powerful tax tools for investors.

The hybrid structure confers higher contribution limits, allowing savers nearing retirement to quickly build up balances.

The line between independent firms and wirehouses is beginning to blur, causing advisors to rethink their options, writes recruiter Louis Diamond.

Giving serious thought to plan benefits and costs early on will attract top talent and establish a workplace where employees know their personal well-being is valued.