Wealth Think

Without viable succession plans, wealth managers are at risk of slowly drifting off into oblivion -- willing partners in their own firms' demise. It's negligent behavior, and anything but benign.

Social Security is a numbers game, with age being the key to many of the decisions. Here's a convenient reference list of the pertinent ages and what they mean for your clients.

To find qualified prospects, get out and speak at local organizations. Here's how to get started.

New “article” pins allow users to share more than just photos and advisors should pay attention.

Our IRA expert answers questions about the IRS's 6% penalty on excess IRA contributions and the five-year clock on Roth IRA fund transfers.

Don't ask when clients want to stop working, instead ask what they want to do next, says one practice management expert.

Clients want you to succeed and are willing to help, so here’s how to address the problem of “overservicing” them.

A smoother prenup process can ease clients' embarrassment and protect their financial well-being.

Our IRA expert answers questions on maxing out contributions to 457 and SEP plans and beneficiary arrangements for 403(b) plans and Roth 401(k)s.

Are your prospecting events getting the results you want? Here are a few common mistakes that advisors seem to make.