The greatest motivator of today’s affluent is the fear of loss.

Client and prospect meetings need to include a review of the estate plan: Does it still work as expected? Is the trust funded? Have beneficiary designations been completed? Did any laws change? Have family or finances changed? How old are the...

Feeling vulnerable. | Artem_Furman/iStock/Thinkstock A surprising number of millennials have fallen victim to some sort of financial abuse, or "infidelity," perpetrated by their significant other, according to a new study by CentSai, an online...

Your new remodeled firm will be much nicer than your old firm—and if you don’t design it correctly, you can always remodel again.