Wealth Think

Older or retired clients who have accumulated wealth continue to be major donors, but they aren’t the only ones and advisors should take note.

Your fee should be about more than just investment performance.

Here are five pieces of advice that advisors should keep in mind when going through a merger.

For a variety of reasons, there is often far too much fluff and hyperbole in the language being used to describe the typical advisory practice. Follow these guidelines to improve your marketing language.

When advisors befriend each other, and respect the work that each other do, it adds to the roster of people willing to help grow your business.

From improving communication with clients to placing a bigger emphasis on risk management, advisors share how they’re navigating the rebounding market environment and how their practices have evolved as a result of hard lessons learned during the financial meltdown of 2008.

From improving communication with clients to placing a bigger emphasis on risk management, advisors from wirehouses and regional firms share how they’re navigating the rebounding market environment and how their practices have evolved as a result of hard lessons learned during the financial meltdown of 2008.

When it comes to the gender of those in professional roles, people say they would feel most comfortable with women financial planners (this is second only to their preference for female doctors), according to a recent poll by 60 Minutes and Vanity Fair.

Five years ago, we experienced the worst market meltdown in our lifetimes. Here we share lessons learned from bank advisors and tips on how they’ve changed their practice from better managing the debt portion of clients’ portfolios to tuning out the hysteria of the media.

No one likes being rejected by a prospective client, but it's hardly uncommon. Here are three things to keep in mind when it happens.