Wealth Think

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.

As a startup planner, I find I need to try new lines of business. My recently launched video series recently got its first customer.

Having a fully completed profile makes you visible, giving you the opportunity to leverage your network and engage with those who matter most to your professional development and business growth.

The Social Security Adminstration makes mistakes like everyone else and it claims a three-year statute of limitations on correction—so don’t delay

Advisors, attorneys and accountants are increasingly recommending donor-advised funds to clients interested in charitable planning. Here are some questions advisors should ask fund sponsors when helping clients select the right one.

Taking notes during client meetings is important, but what are you missing while you’re busy trying to jot down what you are hearing and (not) seeing?