Wealth Think

Investors and advisors are concerned about IRAs and Ed Slott provides the answers.

Sometimes, advisors can build a better business by avoiding discussing business altogether.

Every communication is an opportunity to reinforce your positioning, market your firm and your build your brand. Yes, you really are marketing, whether you think so or not. Might as well do it right.

When it comes to social media most advisors will tell you “my clients don’t do that”. On the surface, this seems reasonable. However, if you have clients who work in corporate America, all bets are off.

Vanguard's Jack Bogle argues for more competition.

Some advisors are averse to even DISCUSSING the value of portfolio management, possibly believing that we all spend too much time talking as if financial planning and portfolio management are the same service--which they clearly are not.

“Past performance is not necessarily indicative of future results.” Just eight words that have been repeated enough in mutual fund marketing materials for investors to tune out their message; or perhaps they have chosen to ignore the most important of those eight words, the word NOT.

Until the Investment Adviser Registration Depository is adapted to handle the influx of advisors converting to state registration, not much will get done.

With advisors and investors focused on tax season, Ed Slott returns to financial planning with some quick answers on Roth IRAs, required minimum distributions, and what all this means before (and after) April 18.

Blogs, LinkedIn, Twitter? You’ll need a different writing style to succeed online.