Wealth Think

Planners who structure their practices in a way that compels their best clients to mention them to friends and family will enjoy a steady stream of right-fit business.

Ask Ed Slott: Your IRA Expert answers readers' questions about the rules regarding IRA rollovers involving qualified plans.

When it comes to figuring out how you will improve your services or what new things you can do for clients, there is a lively debate about where those ideas should come from. Are you overlooking an obvious source for new and profitable ideas?

It's no secret that the rise of mobile devices has created one of the largest shifts in consumer behavior in the last 40 years. ABI research reports that 1.2 billion smartphones will enter the market over the next five years and Morgan Stanley predicted that web browsing on mobile devices is likely to overtake desktops within the next couple years. Is your website keeping pace?

With so many financial services-related conferences vying for the attention and attendance of advisors and wealth managers, how do you determine if a particular conference is worth committing to and what are you really hoping to get out of it?

Insurance is an important part of all your clients' financial plans. The current controversy surrounding Michael Jackson's estate and litigation serves as a stark reminder to your clients to be careful and make full disclosure so their heirs don't have to face a lawsuit over an insurance claim when they die.

If you're thinking about starting your own financial services firm, you're going to need a ton of money and even more patience.

Ask Ed Slott: Your IRA Expert answers readers' questions about the pros and cons of rolling over 401(k) assets to either a traditional or Roth IRA.

Firms need to foster real loyalty between themselves and their investor-clients, especially if advisors continue to leave, says Arthur Levitt, the former chairman of the SEC.

It's a summer of uncertainty, with affluent optimism gyrating based on the latest economic news. It also contributes to a fundamental irony: these days, affluent investors simply don't feel affluent.