Wealth Think

Think you might be bored at your kids' birthday party? Think again. Dave Grant shares three business lessons he learned at his son's recent party.

As desktop publishing has become less and less expensive and more advisors are building brochures to advertise their practices, marketing organizations are encouraging teams to articulate their value proposition to the marketplace. Here are two glaring errors that advisors must avoid.

Having a computer crash isn't such a far-fetched possibility. Make sure you're prepared for it.

In an effort to help attract a new generation of financial advisors, TD Ameritrade Institutional has awarded $50,000 in scholarships to 10 financial planning undergraduate students from around the country. The goal: attract new talent to the industry as the current generation of older advisors near retirement.

One of the most crucial mistakes wealth managers make in their marketing -- and, even more fundamentally, in their practice -- is targeting clients and prospects solely on the basis of net worth or investable assets.

Whereas men tend to view money as ethically neutral, women generally have stronger feelings about the social and environmental impacts of money.

Sometimes inspiration comes from unexpected sources. What movies motivate you?

Older or retired clients who have accumulated wealth continue to be major donors, but they aren’t the only ones and advisors should take note.

Your fee should be about more than just investment performance.

Here are five pieces of advice that advisors should keep in mind when going through a merger.