Wealth Think

All the content you deploy should follow the prime objective of inbound marketing: Address the concerns of the potential client with valuable information. Here are some guidelines.

As the baby boomer client base enters retirement, financial planners need new ways to handle Social Security claiming strategies.

Comprehensive retirement planning needs to help aging clients prepare for the non-financial risks that they face, from broken hips to dementia.

Analysis: The original version put financial advisors under onerous requirements that I have not heard of any other industry having, writes recruiter Michael King.

Recent moves by Google to create high-quality searches for mobile devices mean advisors need to upgrade websites that haven't kept up with the latest technology.

Analysis: Instead of the big financial monolith dictating your financial life, the power is shifting to the client -- the emerging platform is one truly built from the ground up around one simple concept: "Me."

There are myriad financial and estate planning issues that must be re-evaluated to ensure tax efficiency and wealth transfer continuity. Here's what advisors should consider.

Analysis: Fortunately, three industry giants appear more concerned about earning market returns and avoiding foolish behavior than introducing new "hot" products.

A landmark Supreme Court ruling ironed out many but not all of the wrinkles in the legal landscape for gay clients.

The landmark Supreme Court decision means same-sex spouses are now entitled to equal protection under the laws of every state, but it's still vital to plan proactively, writes attorney Matthew T. McClintock.