Wealth Think

There’s a major misperception of what a buy-and-hold investment strategy is, but it's what you buy and hold that makes all the difference.

Firms need to manage millennial employees successfully to leverage their intrinsic talents for the betterment of the organization. Here are a few key ideas to keep in mind.

Regardless of how big my firm gets, we can’t lose the entrepreneurial mindset that got us where we are.

Women are earning more, inheriting more and controlling more wealth than ever before. This is a huge market awaiting every financial advisor, if he or she understands some key points about working with female clients.

The most important reason to engage in pro bono work is to help those who are in need of free advice. But pro bono work can also pay off in other ways.

Clients often walk in the door with an idea about how they’d like to leave their assets. It’s an advisor’s job to help them understand issues they may not have considered.

With recent changes in marital laws, more gay couples are seeking the counsel of financial advisors to help them navigate the complex legal and financial landscape that comes with being in a same-sex partnership.

Amid a highly competitive recruiting environment, Edward Jones shows a softer side.

A great website isn’t so great if no one uses it. On the other hand, if your site is easy to use, it can be your most powerful marketing tool – generating leads, prospects and new clients.

In a highly competitive industry, one of the most common questions advisors face is: How do I differentiate myself? Here are twelve steps to help you stand out from the competition.