Wealth Think

Growth can mean a number of things: professional development, growing assets, increasing enterprise value of the business, raising revenue or expanding profits. Shirl Penney examines a few lessons learned from the Dynasty Network on what advisors are doing to raise revenues and widen margins.

Having dodged the fiscal cliff and postponed the debt ceiling deadline, the Nation's leaders decided to let the spending sequesters happen. Will the result be to throw the economy into recession or cause an economic catastrophe? Sam Wardwell of Pioneer Investments doesn't think so.

Understanding why you do what you do really makes a difference.

Social media is an enormous opportunity, but it also presents some distinct challenges when it comes to compliance. Here's a quick guide, and a five-point compliance checklist.

Barclays recently announced that it planned to eliminate at least 3,700 jobs in 2013. This was sour news from an industry that had begun to back away from the heavy layoff days of 2011.

When it comes to social media, most advisors concentrate on LinkedIn for network building and Twitter for following the conversations. Facebook was not a priority, but that may be about to change.

When FINRA boss Richard Ketchum suggested the group was pulling back from its effort to regulate RIAs, advisors cheered -- but some observers worried the story isn't over. On Twitter, Investment Advisor Alliance said:  'Pressure is off for now. But what happens when Congress is once again more favorable to FINRA's goal?' …

The battle over the estate of the Godfather of Soul started not long after James Brown died in 2006. Now, the South Carolina Supreme Court issued a landmark ruling that may finally lay the epic feud to rest, and could establish an interested precedent for your clients.

In a highly regulated and competitive market, how do you stand out? It’s about your brand, David Avrin, the Visibility Coach, told advisors at Fidelity’s Inside Track conference in New York City on Thursday.

The Social Security System will be a significant source of retirement income for anyone over the age of 40. And it most likely will continue for decades, provided it gets tweaked and changed along the way. But that’s an important caveat. It needs to be changed.