Wealth management

Networking, marketing and educating female clients were popular topics at the Women Advisors Forum in Newport Beach, Calif., on Nov. 14. Here are some of the things we heard from top female advisors and other professionals during the one-day event

Advisors don't often discuss philanthropy with clients. Here's why that's a money-losing mistake.

Many RIA firms are tempted to use new trust companies to avoid losing clients to big banks. Some experts warn against it.

Advisors now have extraordinary tax-advantaged estate plan possibilities for wealthy clients.

Breaking out of the traditional allocation model to include a much broader range of investment categories and using relative strength principals to reallocate frequently may be one way to achieve stronger results for clients.

Some academics maintain that if a client obtains an immediate annuity, it pays an income stream for life and the individual is less likely to outlive his or her money. But of course, many planners often see issues with this in real-life situations.

An annuity offers the investor income for life -- for a price. Considering the return on investment, how do annuities compare to bonds?

Challenges to social media protocols by employees fired for violating them are succeeding with increasing frequency.

Not only are the requirements of the Affordable Care Act difficult and complicated for businesses to understand, but in many cases those aspects that businesses and their advisors think they understand are already slated to change in the future, according to one expert.

The more your home page talks about prospects, the more they will want to explore. So stop talking about yourself and talk about what your clients are interested in – themselves and their special needs.

With my startup growing more slowly than I'd hoped, I've tried to find strategies that keep me focused and confident.

In case you missed them, here are the five most popular, well-read and shared stories of November from On Wall Street.

November's hot stories were a wide ranging lot. Check out this month’s big winners.

Recent studies have found that as people age, many lose their ability to make sound financial decisions. So what can be done to safeguard elderly clients’ hard earned assets?

The IRS is starting this year's Earned Income Tax Credit due diligence compliance audits of return preparers.

The booming stock market rally of recent years makes now a prudent time for advisors to revisit what we learned about modern portfolio theory and apply those lessons -- before we find ourselves in the middle of another down cycle when mistakes snowball.

The key to winning millennial clients is to provide more for less—constantly. Here are a few ideas.

Tax reform legislation is unlikely to move forward this year, but municipal bond market participants shouldn’t think that the threat to the tax exemption for munis is gone, observers in the market said.

These advisors ranked 51 through 100 in our final analysis.Today we are showing Nos. 51 through 75. Yesterday, we had Nos. 76 through 100..

It's clear that the underserved female market represents a remarkable opportunity. But how can advisors reach out to this market and speak more effectively to female clients and prospects?