Wealth Think

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.

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.