Wealth Think

There’s a buyer for you out there. Here’s what you need to consider for 2011.

Advisor David Armstrong combines technology, legal oversight and common sense to make the most of online communication tools.

Is this really no big deal for bank advisors?

Public speaking is a skill that every advisor must master to be successful in a media-rich society.

We call this the "financial planning profession," right? So here's a topic for discussion: how is it that many people calling themselves a financial planner don't actually do financial planning work for their clients?

Stock markets around the world are on the rise and investor sentiment is, not surprisingly, riding along.

Estate tax reform in 2010 was marked by significant disagreement from both the House and Senate on whether any changes should be temporary or permanent.

Leading too fast with solutions can lose you a female prospect, warns Empyrion Wealth Management’s Kimberly Foss.

The community really needs to know if you are (or are not) satisfied with the service you're receiving, and how it has (or has not) helped you focus on your direct client services.

Helping business owners manage group retirement plans for their employees creates an income stream as well as a gateway to future business.