Wealth Think

Firms need technology resources and budget allocation if they want to create a social media program for their advisors.

Social media marketing is a key component in an effective inbound marketing strategy, but it’s important to capture the right “voice” on your social media sites.

Our IRA expert answers questions on recharacterizations, the withdrawal penalty and the 5-year rule.

What are the unique questions your target market should be asking themselves? Because of almost universal access to information, if the clients fully understood their problem or their questions they would have little need for an advisor.

As the standard-setting body for CFP professionals, the CFP Board has a critical role in shaping the financial planning profession. Along with the FPA, it has laid the foundation for the past 25 years for the recognition of financial planning and it has worked admirably in enforcing the standards for CFP professionals. …

Advisors can do a better job when it comes to preparing team members to succeed.

One planner says the strategy helps him connect with younger generations, avoid portfolio liabilities and improve transparency. Here are his suggestions.

After columnist (and startup RIA) Dave Grant discussed the challenges of having prospects say no, Chad Smith — an advisor at Financial Symmetry in Raleigh, N.C. — sympathized on Twitter.

The segment may be ready to equal or even surpass its high-net-worth peers in appeal to the financial planning industry.

All worthwhile endeavors require a solid understanding of the advantages and potential pitfalls. Becoming a bank financial advisor is no exception.