Wealth Think

Why one firm scrapped its old minimum asset requirements and created a new client division.

The selling advisor tends to think their practice is worth a lot more than it may be. Here are five things to ask the selling advisor and the appraiser before you buy a practice.

As a startup planner, I find I need to try new lines of business. My recently launched video series recently got its first customer.

Having a fully completed profile makes you visible, giving you the opportunity to leverage your network and engage with those who matter most to your professional development and business growth.

The Social Security Adminstration makes mistakes like everyone else and it claims a three-year statute of limitations on correction—so don’t delay

Advisors, attorneys and accountants are increasingly recommending donor-advised funds to clients interested in charitable planning. Here are some questions advisors should ask fund sponsors when helping clients select the right one.

Taking notes during client meetings is important, but what are you missing while you’re busy trying to jot down what you are hearing and (not) seeing?

Firms need technology resources and budget allocation if they want to create a social media program for their advisors.

Social media marketing is a key component in an effective inbound marketing strategy, but it’s important to capture the right “voice” on your social media sites.

Our IRA expert answers questions on recharacterizations, the withdrawal penalty and the 5-year rule.