Wealth Think

After columnist (and startup RIA) Dave Grant discussed the challenges of having prospects say no, Chad Smith — an advisor at Financial Symmetry in Raleigh, N.C. — sympathized on Twitter.

The segment may be ready to equal or even surpass its high-net-worth peers in appeal to the financial planning industry.

All worthwhile endeavors require a solid understanding of the advantages and potential pitfalls. Becoming a bank financial advisor is no exception.

There’s a major misperception of what a buy-and-hold investment strategy is, but it's what you buy and hold that makes all the difference.

Firms need to manage millennial employees successfully to leverage their intrinsic talents for the betterment of the organization. Here are a few key ideas to keep in mind.

Regardless of how big my firm gets, we can’t lose the entrepreneurial mindset that got us where we are.

Women are earning more, inheriting more and controlling more wealth than ever before. This is a huge market awaiting every financial advisor, if he or she understands some key points about working with female clients.

The most important reason to engage in pro bono work is to help those who are in need of free advice. But pro bono work can also pay off in other ways.

Clients often walk in the door with an idea about how they’d like to leave their assets. It’s an advisor’s job to help them understand issues they may not have considered.

With recent changes in marital laws, more gay couples are seeking the counsel of financial advisors to help them navigate the complex legal and financial landscape that comes with being in a same-sex partnership.