Updated Tuesday, July 22, 2014 as of 9:42 PM ET
Blogs - The Next Level
Summer's Hottest Stories: Top Branch Managers, Industry Changes & More
Thursday, August 29, 2013
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As summer comes to a close, we're taking a look back at some of the hottest stories this season. Whether you were on vacation or busy working -- maybe you just finally have time to catch up on reading over the long weekend -- we've gathered the summer's top stories all in one place.

Check out the top 10:

This year's top branch managers found a way to succeed during the most challenging times.

Generation W(on't Be Able to Retire)

The conversation about millennials' retirement is just beginning.

Cautionary Tales: Pro Athletes who Sued Their Advisor

Smartest Takeaways From the Women Advisors Forum

Professional athletes are enticing prospects for advisors. They've made it big, encountering a sudden windfall of wealth, but many are young and lack the experience to manage it all themselves. Unfortunately, those conditions have also made for some of the most contentious disputes.

5 Questions with Judd Gregg

Judd Gregg, the Securities Industry and Financial Markets Association's CEO, discusses what still needs to be done to restore investor confidence in the financial markets.

Attracting Ultra-Wealthy International Clients

Firms scale their U.S. operations in hopes of netting the coveted ultra-wealthy international client.

Advisor Picks: 20 Must-Read Books

After a strong response to our summer reading list for advisors, we decided to expand it. Here are the 20 books that financial advisors said -- via Twitter, LinkedIn, emails and phone calls -- were crucial to their practices.

Fighting Elder Care Abuse

Already a significant social issue, losses related to financial abuse and fraud committed against older Americans have increased 12% in just four years and continue to rise as our population ages, expanding the pool of potential victims.

The Rise of the Boutiques

Boutique and hybrid models are poised for growth as larger firms cede market share, according to a new Cerulli report

Back to School on 529s

The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy.

Getting Clients Off the Sidelines

A majority of wealthy clients say they are holding onto cash even as confidence improves.

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2014 Summer Reading List for Advisors

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