Wealth Think

If equities languish, one adviser says be more cautious on muni fixed income.

Only 2% of clients refer someone because their adviser asked. Instead, word-of-mouth is the best strategy, and digital marketing is one way to get it.

This group of planners can thank the Department of Labor for the new business.

The simple analogy of a boat can help clients understand a sometimes complex investment strategy.

Turn these major fears into motivators for pursuing greater success, says Scott Collins, director of brokerage independence at TD Ameritrade Institutional.

Data can be used to show clients in real time how big purchases undermine their portfolio planning. If my adviser had such access, would I still book that trip to Cuba?

Explaining is as simple as using this phrase: Fiduciary rule.

Young upstarts have to take a long, hard look at their business models and make key investments as the market cools off.

Good dividend stocks can pay back their cost if held long enough.

Embracing technology is no longer an option. Here’s how David Root of D.B. Root & Co. uses it to build his brand and finds prospects.