Wealth Think

It's a summer of uncertainty, with affluent optimism gyrating based on the latest economic news. It also contributes to a fundamental irony: these days, affluent investors simply don't feel affluent.

Despite improved efficiencies and reduced costs, the increased complexity of service provider arrangements has made it more difficult for plan sponsors and ERISA fiduciaries to understand how and how much compensation should be paid to service providers.

Even the best independent financial advisors can benefit from an occasional or even regular program of coaching and mentoring. It sometimes takes an outsider with a fresh perspective to see the best way for you to take your team and your practice to the next level.

Many Wall Street experts think that the JOBS Act will fundamentally change the hedge fund industry. But will it lead to the consolidation of existing funds and the creation of others?

Advisors should work to become the first name people in a particular market think of when they need a certain type of product, service or expertise. Being a "local/vocal name" can set you apart from other financial advisors and help you gain market share, according to marketing expert Marie Swift.

Ask Ed Slott: Your IRA Expert answers readers' questions about the five-year rule for Roth IRAs.

Your website is, first and foremost, about you and your services. That is why you ought to be the star of it. And the best way to do that is through high-quality video footage. Why? Because video persuades in a way that text copy can never do.

One of the most important things any advisor can do to for his or her clients is to help them understand what underperformance really means, according to Steve Atkinson, "The Advisors' Coach."

The appeal and practicality of guaranteed income investments is rising and your clients are willing to pay significant fees for the peace of mind, according to NFP Advisor Services Group President James Poer.