Wealth Think

The Supreme Court decision looks and feels monumental to most Americans, even if it just confirmed the status quo, and clients will want to know its likely impact on their budgets, their retirement planning, and the economy.

While the longstanding assumption in the industry is that once you go to “RIA or independence land,” you just don’t go back – that’s not always the case. Over the last few years many breakaway brokers have returned to wirehouse firms. Recruiting expert Mindy Diamond believes there are three reasons why this migration has taken place, and is likely to continue.

Ask Ed Slott: Your IRA Expert explains when and why it’s best to use the five-year rule for distributions from an inherited IRA.

Steve Sanduski, “The Prosperous Advisor,” says when the markets turn turbulent, great advisors figure exactly what to do and say to calm down their anxious clients.

Steve Wershing, "The Referral Doctor," says the one of the biggest challenges financial advisors face when they’re trying to attract new clients is finding an effective way to differentiate themselves from the competition. Too often, advisors try to sell themselves as "better" when they really should be accentuating how they're different.

How do you stand out and make yourself different in a world where you have so much competition and you are viewed as a commodity.

IRA expert Ed Slott answers investors’ questions about transferring stock between IRA accounts and the best way to distribute an inherited IRA to other beneficiaries.

Now is the time to find out if your current business model is providing the kind of client experiences that makes you either a wealth manager or an investment facilitator. (And if you don’t know, you should because your clients surely know the difference.)

Marketing expert Marie Swift says financial advisors who find their voice and unleash their personal story will rise to new heights as they capture the attention and hearts of their audience and influence key decision-makers in their communities.

IRA expert Ed Slott explains the pros and cons of converting traditional IRAs to Roth IRAs for investors over 65 years of age.