Wealth Think

Bring value on the very first contact. Bill Cates says it is a a simple concept that advisors often muddle. He offers three simple ideas to help provide value immediately to your new referral prospects.

Your clients need you. They really need you! A new report released by FINRA’s Investor Education Foundation shows why, and perhaps casts light on why financial planning has been ranked as one of the best careers.

Value is often difficult to quantify. When it comes to your jobs, how do you measure your value and overall impact?

Residential and commercial real estate are finally enjoying a solid recovery. Housing prices are rebounding nationwide, and residential construction was a leading contributor to overall U.S. growth last year. The market for multi-family apartment buildings is on fire, and money is also pouring into office buildings and retail space. But national numbers only tell part of the story.

It took four years of dreaming, and nine months of late nights and hard planning, but now it’s real. Dave Grant is running his own RIA and he's taking us along for the journey.

Could your clients use a life insurance audit? The most common life insurance mistakes involve the amount and type of coverage and beneficiary designations.

As more investors manage money with so-called direct providers, many advisors -- whether they're in the RIA or wirehouse spaces -- worry they'll be left in the dust

Gathering traction on social media can be difficult, especially on Facebook. But James Maendel of Maendel Wealth has found a strategy that works with a little time and a lot of focus. Check out his strategies for success.

For financial advisory firms, branding can be a balancing act between the strength of individual advisor’s brand and the larger, unified brand of the firm.

Ed Slott, Your IRA Expert, answers the question: Can non-spouse beneficiaries of an employer-sponsored 403(b) TSA plan convert inherited TSA funds to inherited Roth IRAs?