Wealth Think

Spousal benefits are the meat and potatoes of Social Security planning. Have you helped your clients maximize their situation?

Financial institutions need to tread lightly; it's very easy to miss the mark when offering loans and related services to women.

Here's how to help clients maximize both the charitable and tax benefits of any donation.

Advisors who add corporate services such as deferred compensation, executive benefit programs and defined contribution or benefit plans to their menu of services, serve business owners and executives better. They also differentiate themselves and boost revenue.

One of the most challenging things advisor Dave Grant faced when setting up his RIA was deciding on a CRM system.

At first, using social may take a bit longer as you get comfortable, but once you master the tool it will become second nature and will likely become your most powerful marketing and client engagement tool.

Congress decided that the program could use only one investment option, U.S. Treasury Securities which, last I checked, were still considered one of the safest, lowest-risk investments in the world.

Deborah Castellani, a principal and senior fiduciary specialist with Akros Fiduciary in Austin, Texas, responded on LinkedIn to a story about advisory firms sanctioned by the SEC over their compliance programs.

Some advisors question the time, energy and creativity involved in blogging, but here are some ways it's helping solo advisor Dave Grant's practice.

Joining a branch can provide the benefit of a built-in continuity or succession plan, in addition to the many economies of scale afforded by sharing overhead and resources.