Wealth Think

From not giving up your audit too soon to wise words from Pershing's Mark Tibergien on creating a human capital strategy, here are some of the smartest things we learned at this year's INSITE conference.

Like star athletes, advisors can experience “imposter fear” – worrying that their success is owed to luck and somehow they’ve fooled others into believing they are skilled professionals. Jack Singer, an advisor coach and sports psychologist, offers insights on how advisors can overcome this fear.

An advisor who has worked for other advisors and now runs his own firm offers mangers tips on how to better supervise new hires in response to a recent blog post.

Writing and send a press release sounds like a simple way to hang your shingle as a new RIA, but Dave Grant said the process is more involved than he thought.

Ed Slott, Your IRA Expert, answers questions on when to convert a traditional IRA to a Roth and what happens when the 60-day rollover period has passed.

Advisors with growing practices quickly realize that it’s helpful to pass as many tasks to a strong support team. Ken Haman offers some practical insights and suggestions for how you can more efficiently develop a great support team and then manage their focus on deliverables.

Could cyberattacks bring down the U.S. financial network? Not only is it possible, it’s already happened to major contributing institutions. Tim McSherry write that, while the motivation behind these attacks are intriguing, what to do about them is more important to address.

With the multitude of challenges confronting investors today, consumers need financial advice more than ever before. But advisors must first capture their attention and engage them. Steve Dowden says advisors need to build a platform to shout their message from.

New planners should be aware of these commonly cited irks by firm owners and take the necessary steps to avoid them.

Sallie Krawcheck scolded advisors last month for their attitudes towards female clients. "Talking to husbands and nodding to wives no longer cuts it," she said.