Wealth Think

Here are a handful of tips and general trends for advisors to keep in mind this week.

A bias toward domestic investment is understandable, but the U.S., big as it is, is not the world. We exist in a global economy and for advisors and their clients to restrict their thinking to within our borders means missing out on some tremendous companies and potentially lucrative investments.

RIA firms can learn from the smart decisions and big mistakes made by Sierra Investment Management of Los Angeles.

Now that the S&P 500 is back in the news for hitting a new high, investors appear to be ready to start putting money back into stocks again. Still, Gary Stroik wonders if the timing of this new-found enthusiasm isn’t a bit instructive.

The wealth management industry is poised to become more concentrated and consolidated, or is it?

Even when the long-term market trend is defined by falling inflation-adjusted prices, despite short-term ups and downs, there may be opportunities to root out profits.

The financial planning profession ranks fifth among 200 professions, according to CareerCast.com, but what makes financial planning one of the best jobs in 2013?

To get referrals with real payoff, make sure your clients and professional peers understand your firm's offerings -- and needs.

"Everything is bigger in Texas." That's certainly the case when the Raymond James and its 2013 national conference descended on Dallas, where thousands of advisors around the country gathered to learn best practices and swap ideas.

Thousands of Raymond James financial advisors gathered in Dallas this week for the firm's annual national conference -- here's what they picked up.