Most successful wealth management practices have one thing in common: They sell service, not performance. There have been numerous industry studies on the topic, and for the most part, top quartile performance doesn’t rate in the top three...

As a nuclear scientist and professor of physics at Yale, my father used to stand in front of his undergraduate classroom holding a skull-crushingly heavy metal ball attached by a cable to the ceiling of the lecture hall. He’d let it swing...

Planning professionals need to master the skill of communicating the tax savings from a planning technique in a manner that a potential client can quickly and easily understand. This is particularly true when dealing with charitable giving...

The rich are still getting richer. | Copyright Graeme Robertson, Getty Images The rate at which global financial assets increased in 2015 slowed to 4.9 percent, nearly half of the rate of the previous three years, according to the seventh edit...

Most financial professionals we know don’t ask for feedback. Why? Maybe they’re afraid of what they might hear or they simply don’t think to ask. Truthful and constructive feedback can be a gift. The right feedback...