Wealth Think

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.

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.

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?

These days, many people declare themselves experts in social media and will try to sell you seminars, training, and coaching services. Should you use them?

To solve problems and get fresh ideas, two minds -- or 5 to 6 for that matter -- are better than one. Here are a some study group best practices for advisors.

If the funds in a taxable IRA are used to purchase an immediate annuity, what impact does that have on required minimum distributions? IRA expert Ed Slott answer this question and others.

Why one firm scrapped its old minimum asset requirements and created a new client division.

The selling advisor tends to think their practice is worth a lot more than it may be. Here are five things to ask the selling advisor and the appraiser before you buy a practice.