Wealth Think

Writing and send a press release sounds like a simple way to hang your shingle as a new RIA, but Dave Grant said the process is more involved than he thought.

Ed Slott, Your IRA Expert, answers questions on when to convert a traditional IRA to a Roth and what happens when the 60-day rollover period has passed.

Advisors with growing practices quickly realize that it’s helpful to pass as many tasks to a strong support team. Ken Haman offers some practical insights and suggestions for how you can more efficiently develop a great support team and then manage their focus on deliverables.

Could cyberattacks bring down the U.S. financial network? Not only is it possible, it’s already happened to major contributing institutions. Tim McSherry write that, while the motivation behind these attacks are intriguing, what to do about them is more important to address.

With the multitude of challenges confronting investors today, consumers need financial advice more than ever before. But advisors must first capture their attention and engage them. Steve Dowden says advisors need to build a platform to shout their message from.

New planners should be aware of these commonly cited irks by firm owners and take the necessary steps to avoid them.

Sallie Krawcheck scolded advisors last month for their attitudes towards female clients. "Talking to husbands and nodding to wives no longer cuts it," she said.

Like any good advisor, Dave Grant has some tasks he is happy to handle, and other things he needs to outsource. How do you determine one from the other?

Putting your clients and best prospects on a regular call cycle is an idea that is well known and well understood conceptually, however, for most advisors it remains a conceptual idea, not an executed one, according to Bill Cates.

Advisors can decide whether to promote their brand or their firm's brand by answering three questions.