Wealth Think

The Social Security Adminstration makes mistakes like everyone else and it claims a three-year statute of limitations on correction—so don’t delay

Advisors, attorneys and accountants are increasingly recommending donor-advised funds to clients interested in charitable planning. Here are some questions advisors should ask fund sponsors when helping clients select the right one.

Taking notes during client meetings is important, but what are you missing while you’re busy trying to jot down what you are hearing and (not) seeing?

Firms need technology resources and budget allocation if they want to create a social media program for their advisors.

Social media marketing is a key component in an effective inbound marketing strategy, but it’s important to capture the right “voice” on your social media sites.

Our IRA expert answers questions on recharacterizations, the withdrawal penalty and the 5-year rule.

What are the unique questions your target market should be asking themselves? Because of almost universal access to information, if the clients fully understood their problem or their questions they would have little need for an advisor.

As the standard-setting body for CFP professionals, the CFP Board has a critical role in shaping the financial planning profession. Along with the FPA, it has laid the foundation for the past 25 years for the recognition of financial planning and it has worked admirably in enforcing the standards for CFP professionals. …

Advisors can do a better job when it comes to preparing team members to succeed.

One planner says the strategy helps him connect with younger generations, avoid portfolio liabilities and improve transparency. Here are his suggestions.