Practice

An engaged client is a devoted client. Following these steps can create lasting bonds and provide a foundation for sustainable growth.

Voices: Mariner Wealth's Brian Leitner says it's okay to be anxious about technology. "It means you're paying attention to the forces that are driving the future of our business."

Getting over the mental block toward adoption is part of the challenge in keeping your practice tech-savvy, says Eric Kies, chief compliance officer at Moline, Ill.-based The Planning Center.

Blog: Offering a human touch is actually easier with the newest wealth management technology, says Min Zhang of Totum Wealth.

In certain circumstances, a Roth IRA conversion can incur an immediate tax liability – but, fortunately, the decision to a conversion doesn't have to be all or none. A partial Roth conversion is not only permissible – in practice it's often the optimal strategy.

Retirement savers looking to recoup 401(k) assets left with a former employer whose contact information they do not have can use the National Registry of Unclaimed Retirement Benefits; Plus, do-it-yourself retirement planning for the self-employed.

LinkedIn is networking on steroids. Don’t believe it? More than 60% of advisors who used LinkedIn appropriately snagged new clients, according to a study.

In 2015, lower-paid plan participants contributed an average of 5.8% of their salary into their 401(k) plan, while higher-paid participants contributed an average of 6.9% of their salary to their workplace retirement plan.

CEO John Taft warns that regulatory scrutiny will increase, but adds that the long-term goal a unified fiduciary standard of care will still benefit clients and advisors.

One contributor takes exception with the idea that many Americans are in trouble with their savings; Plus, clients should ignore calls to 'sell everything!'