Wealth Think

When it comes to passive investing, there’s a better way than indexing, according to blogger Steve Atkinson.

Here are five critical things blogger Bill Cates believes advisors should do to turn a referral into a quality introduction.

Twitter just turned seven, Facebook nine and LinkedIn 10. That’s old in Internet years. So what’s taking the finance industry so long to join the party?

Here's one uncomfortable stat for advisors: 90% of assets transferred to the next generation don't stay with the existing advisor. When it comes to your roster of clients, how do you plan to change that?

Despite the quick growth rate of the financial advisory industry over past 10 years, female advisors haven’t been growing at a comparable rate, according to a study on the gender disparities of the sector.

The best elevator speech starts with why you do what you do and briefly covers what you do and whom you serve best. Beyond that, Matt Matrisian suggests advisors expand their thinking to create an effective conversation.

When you think about apps that help you as a financial professional, your first thought may be about tools like stock market apps. These are useful, but not life-changing. Blogger Craig Faulkner offers three apps that will help every advisor build a stronger practice.

With the tax season behind us, what accountant mistakes or issues have you come across?

Putnam Investments has some advice on what not to say on Twitter to avoid regulatory scrutiny.

Creating a will is not a last-minute endeavor, but one that requires deliberate planning.