Wealth Think

To help clients, make sure you understand the answers to a few of the most common Medicare questions -- and can suggest resources for more information.

Holding effective meetings with staff and clients not only maximizes your own time, but also makes the most of your employees' time and your clients' time.

Though the cost to the system of "file and suspend" and "claim now, claim more later" filing strategies is modest, Congress will eventually be forced to look for ways to align future balance sheets as the Social Security trust fund gets spent down.

Lifestyle practices get a bad rap. But one of my main goals when starting my RIA was to build a business and a life that met my needs.

Forging real relationships -- in person and not just online -- builds not only long-term friendships, but business to boot, says one marketing expert.

FINRA's treatment of a former manager in its southeast regional office shows the self-policing group for brokerages should be "put out of its misery once and for all," writes a former investment banker, author and columnist.

Many states have updated their trust laws, providing simpler techniques to help trustees deal with the challenges of irrevocable trusts.

One of President Obama's proposed 2015 budget changes calls for a provision that would require Roth IRAs to follow the same RMD rules as other retirement accounts -- a 'major game-changer' for retirement planning, says one IRA expert.

After Pershing executive Mark Tibergien discussed the challenge of attracting younger graduates to the profession, Twitter user @jdillon910 replied:

Female clients would rather work with female advisors. Is that because advisors aren't doing a good enough job serving all clients?