Wealth Think

The process of raising standards for the profession continues to be a work in progress. At the CFP Board, we believe that we are raising the bar

How to utilize social sites effectively is on everyone’s mind these days, and most advisors can readily understand how to use a site like LinkedIn for business contacts. But what about Facebook? Does a site that traditionally features family pictures and silly contests really help you promote yourself and your services?

While many major financial firms and residents have geared up for Hurricane Sandy and its potentially devastating impact, are advisors and their practices ready for such inclement weather? Do they know what to do? Jude Boudreaux, an advisor whose practice, Upperline Financial, based in New Orleans, has some tips.

Invesco recently announced the launch of a new application intended for financial intermediaries and investors. Though it's still a bit early to tell how much advisors and clients will like and use the app, the good news for Invesco is that advisor tech expert Bill Winterberg gives this app a passing grade.

As Hurricane Sandy bears down on the East Coast, people in the path of this storm are preparing, but are they prepared for its aftermath, when the life and property damage has to be assessed?

How can someone break into finance without a proper degree? Use what is available. Donald E Conrad didn't intend to have a career in finance, but today he is the founder and president of Conrad Capital Management.

The heirs of the two co-creators of the legendary comic book hero have been battling the powerful media conglomerates, Warner Bros. and DC Comics, for many years in a series of (seemingly) never-ending lawsuits. While most of your clients will never have to worry about something as valuable as Superman copyrights, it is very common for disputes to arise regarding an estate, trust or assets of someone who passed away. 

Do you have any examples of when client feedback was significant, either in a good or bad way? Steve Wershing writes that client feedback is invaluable, but advisors need to use their best judgment.

Your IRA Expert examines life insurance benefits, the five-year rule, and required minimum distributions.

A better informed, better educated assistant, can help an advisor improve his practice exponentially.