Wealth Think

Women are earning more, inheriting more and controlling more wealth than ever before. This is a huge market awaiting every financial advisor, if he or she understands some key points about working with female clients.

The most important reason to engage in pro bono work is to help those who are in need of free advice. But pro bono work can also pay off in other ways.

Clients often walk in the door with an idea about how they’d like to leave their assets. It’s an advisor’s job to help them understand issues they may not have considered.

With recent changes in marital laws, more gay couples are seeking the counsel of financial advisors to help them navigate the complex legal and financial landscape that comes with being in a same-sex partnership.

Amid a highly competitive recruiting environment, Edward Jones shows a softer side.

A great website isn’t so great if no one uses it. On the other hand, if your site is easy to use, it can be your most powerful marketing tool – generating leads, prospects and new clients.

In a highly competitive industry, one of the most common questions advisors face is: How do I differentiate myself? Here are twelve steps to help you stand out from the competition.

From a relationship standpoint, social media and the financial advisory business are a perfect complement to one another. But social media presents serious compliance issues for firms and advisors.

Our IRA expert answers questions on using severance pay as an after-tax contribution to a 401(k), non-cash required minimum distributions and after-tax 401(k) rollovers.

Advisors seeking to connect with the younger generations of wealthy households may want to consider doing things a little differently than they have for their boomer parents.