Wealth Think

Just 9% of wills take pets into account. Here's how advisors can have a conversation with clients to ensure pets are properly included in their estate plans

Climate-related disclosures will bring complexities requiring short- and long-term action by financial institutions, and the first reporting could begin in fiscal 2025.

Younger investors are surprisingly eager for financial guidance — even estate planning — from advisors willing to expand their services and worldviews.

The latest tech can boost productivity, but growth-fueling referrals depend on human interactions that make clients feel safe, smart and valued.

Here's a smart way to add long-lasting value to your client relationships.

High-earning participants in the expanding universe of retirement plans offer a wellspring of potential clients for firms and advisors.

Simple, doable steps performed by in-house staff can begin a financial services firm's data security odyssey.

Safety vetting generative AI in your techstack while anticipating regulatory changes can boost advisor productivity while giving firms a competitive edge.

The Securities and Exchange Commission's overly broad expansion of the Dealer Rule is only the latest example of the agency's yearslong effort to stifle innovation in a vibrant and growing industry.

Financial planners can help clients navigate homeownership and other significant purchases in the wake of the Fed's revised rate-cut projections.