Wealth Think

Few advisors could imagine running their business without email, but many probably wish they could run it with a little less email.

LinkedIn rolled out a new profile design to all current users, featuring a more simplified look and feel, deeper insights into the strength of your profile, and new ways to build connections and foster relationships. What does this mean for you and how can you leverage it?

Advising clients financially can be emotional business. A female-friendly advisor knows how to validate clients’ feelings while assisting them in making sound financial decisions. This is not an easy task, however, and a simple technique called the Wise Mind can help.

Your IRA Expert examines the question: Does an IRA need to be in a fee-based or wrap account?

Legal and regulatory considerations on the path to independence.

How many people would jump at the chance to trade places with 15-year-old twins who stand to inherit one billion dollars in six years? Andy and Danielle Mayoras warn: be careful what you wish for.

Robert Sofia says that the social network is important for advisors, but if you cannot (or will not) approach it properly, don’t bother.

The number of tablets purchased by businesses will more than quadruple to in the next four years. In terms of mobile adoption, the wealth management industry has lagged, but that is about to change.

Your IRA Expert answers the question did the 2013 tax law add any income limits to a Roth conversion?

The sequel is never as good as the original. Advisors have a hard time repeating outperformance.