Wealth Think

Your IRA Expert explains direct rollovers and IRA tax implications.

Looking for that next career opportunity has changed. Long gone are the days of paper resumes. Today, you need to be innovative in order to be seen.

Thomas Foss read Ron Carson’s rebuttal to his position on generating referrals with great enthusiasm, but was disappointed by the response.

A story on the best way to duplicate your top clients stirred some debate. The Prosperous Advisor, Ron Carson, says the key to referrals is asking for them.

Why don’t more professional athletes work with financial advisors? Fear and ego often stand in the way, says former NFL player Willie Williams. How do you think advisors can get athletes as clients and do a better job serving them?

Senior editor Ann Marsh wrote that more new RIAs were hanging onto commission income rather than choosing a pure fiduciary role. Investment advisor Tom Brakke weighed in on Twitter: “I wanna be called an RIA but I sure like that commission income.” What’s your opinion? Weigh in with your comments below.…

Chicago businessman Urooj Khan jumped for joy when he learned he had the winning numbers for a million-dollar lottery drawing last summer. Too bad he never had a chance to enjoy it.

There are lots of ways to talk about what you do. Unfortunately, most of them aren’t terribly effective, and many actually turn people off. Ken Haman says there are some ways prospect effectively in social situations and make the biggest impact in a short period of time.

Now that the layoff era is finally over for Wall Street, large financial institutions are beginning to grow their teams again. But they are not the only ones that are on the lookout for fresh talent.

Share your thoughts on engaging women clients. Is it different?