Wealth Think

Ask Ed Slott: Your IRA Expert answers readers' questions about the five-year rule for Roth IRAs.

Your website is, first and foremost, about you and your services. That is why you ought to be the star of it. And the best way to do that is through high-quality video footage. Why? Because video persuades in a way that text copy can never do.

One of the most important things any advisor can do to for his or her clients is to help them understand what underperformance really means, according to Steve Atkinson, "The Advisors' Coach."

The appeal and practicality of guaranteed income investments is rising and your clients are willing to pay significant fees for the peace of mind, according to NFP Advisor Services Group President James Poer.

There's no evidence that indicates the breakaway advisor trend is slowing down. While that's great news, Financial Planning blogger Mindy Diamond says this means that these advisors have their work cut out for them in the way of due diligence.

There has been a lot of chatter surrounding the JOBS (Jumpstart Our Business Startups) Act and its inevitable impact on the job market. But what impact, if any, will it have on the hedge fund industry?

Authenticity is a critical component of being a successful financial advisor. Unfortunately, not all advisors fit that description, according to Steve Sanduski, "The Prosperous Advisor."

Ask Ed Slott: Your IRA Expert answers readers' questions about some of the exceptions to early distribution penalties for withdrawals from an IRA.

How do your clients refer you? Steve Wershing, "The Referral Doctor," says the answer can help you attract significantly more. And one simple question can teach you a lot about providing your clients the motivation to refer.

Steve Atkinson, "The Advisors' Coach," says investing in people, entrepreneurship and improved corporate efficiencies is a far cry from gambling and it's important that advisors and their clients appreciate the difference.