Wealth Think

After Fidelity warned that a fiduciary standard could have harmful ramifications, one reader has responded that "Wall Street is unleashing its attack dogs" to try to stop important new guidelines.

Wealth management, broadly speaking, is seeing impressive growth. But “broadly speaking” is a frustratingly vague term and most of your clients are not among the economic winners of late.

Ed Slott, Your IRA Expert, examines several questions surrounging Roth IRA and tax implications.

Sometimes it takes a "human capital strategy" to develop top talent. One firm has already used this strategy to multiply revenue by more than four times since 2004 with 30% expansion in staff.

The burgeoning influence of financial advisors in the United States was a repeated observation at this year's Tiburon CEO Summit at New York City's Ritz Carlton in Battery Park. Here are 11 themes we heard at the two-day event encompassing 200-plus executives and advisors.

CPAs and attorneys are great sources of referrals, but every advisor already knows this. According to Ken Haman, what your competition doesn't know (and what you are about to learn) is how to hone your message, stand out from the pack and generate more referrals from key influencers.

An elevator speech is a quick way to explain the unique benefit you deliver to clients, but Steve Wershing says most advisors frequently provide just a rambling, somewhat fuzzy description of their practice. He says an effective elevator speech is succinct and highlights the difference from other advisors, but that's only part of the reason for learning one.

From the impact of volatility on client portfolios to uncertainty in North Korea, here are eight timely tidbits of information that financial advisors should be aware of this week.

Here are some great tips that will help your financail advisory website rise to the top of the heap in search engine optimization.

Stories about advisors cheating their clients are far from rare, and therefore, advisors must do a better job at educating and appeasing concerns, says Daniel Bernstein, director of research and development of MarketCounsel, a so-called advisor for advisors.