Wealth Think

Advisors clearly need to change how their practices are staffed up in order to meet the challenge of running clean, client-focused businesses.

Each social media site has its own culture. Every advisors needs to learn how to exist in them or risk getting lost in the crowd.

This week, IRA expert Ed Slott answers questions about the tax implications of inherited IRAs.

Legacy expert attorneys Danielle and Andy Mayoras say that the inventors of Gore-Tex, the breathable, waterproof fabric used by many outdoorsmen, illustrate why advanced estate planning is critical.

This week, IRA expert Ed Slott clears up whether investors can deposit proceeds from dividends, interest and stock sales to pad their existing IRAs.

Steve Sanduski, The Prosperous Advisor, says financial advisors often ask him for secret tips or advice that will jump-start their business and help them grow their assets under management. Here are some of his top ideas for advisors who want to build a better future for themselves and their clients.

Marketing expert Marie Swift says savvy financial advisors know that they must create an effective program that engages leads, builds rapport and converts prospects into lifelong clients. Here’s how one savvy financial planner is doing just that.

This week, IRA expert Ed Slott answers readers’ questions about penalties on nonqualified distributions.

Paul de Sousa, executive vice president for Bullion Management Group, says that while gold continues to be a popular investment for investors looking to protect themselves from inflation, advisors need to make sure their clients are actually getting what they think they’ve paid for.

Legacy expert attorneys Danielle and Andy Mayoras say the saga surrounding the estate of one-time child TV star Gary Coleman provides yet another learning opportunity for advisors and their estate planning clients.