Wealth Think

The lobby group's proposal calls for more disclosure, but does not mandate all material facts be revealed, or that the client truly grasp the pertinent issues, writes Ron Rhoades.

Even if you still want to enjoy stepping back, consider what your practice needs to keep performing at an optimal level.

With a combination of the proper technology and the best practices for sharing relevant content, advisors can easily build their business network.

Some RIAs cut fees in their efforts to turn prospects into clients. But doing this can be a trap that negatively affects the perceived -- and real -- value of a business.

Comparables, such as multiples of revenue or cash flow, may not be most important because they could mean an oversimplified valuation.

While gifting can have important benefits, not every client will be in favor of it, no matter how many good reasons exist.

Benefits grow approximately 8% for each year between 62 and 70 that clients delay filing for Social Security, and future benefits will include cost of living increases. So why aren't clients taking advantage?

Focus on being the leader people want to follow and on having the right people in the right job, doing the right work.

As we step into the second quarter of this year, think about stepping out of your comfort zone to boost your business. Here are six suggestions to help you do that.

Many potential clients don't understand how a good advisor can help them meet their financial goals. These key questions can lay a foundation for a relationship.