Updated Sunday, April 19, 2015 as of 3:13 PM ET

How Rich Millennials Will Reshape Wealth Management

David Thompson
April 6, 2015

The newest generation of up-and-coming investors will cause a paradigm shift in the development and delivery of services and products to meet their unique needs. Is your firm ready?

5 Estate Planning Essentials for Newlyweds

Tracy Craig
March 23, 2015

Once the ink on the marriage license is dry, couples should make a series of moves to protect both themselves and their finances.

Smart Way to Spot Last-Minute Tax Issues

Robert Gordon
March 17, 2015

How advisors can use 1099s to help address investment reporting issues that clients may have overlooked.

How Branches Can Help Small Banks Bridge the Generation Gap

Dave Martin
March 3, 2015

Banks have to invest in mobile technology in order to keep up with millennials. But bankers also need opportunities to rub shoulders with young customers — and small, conveniently-situated branches give them an opportunity to do so.

Real Reason Brokers Oppose a Fiduciary Standard

Paula Dwyer
February 27, 2015

Industry trade groups argue that a fiduciary rule would make investment advice and retirement planning too expensive for low- to middle-income families. Here's what they really mean, according to Bloomberg View columnist Paula Dwyer.

To Help Clients Teach Heirs, Try a 'Foundation Lite'

Kyle Brownlee
February 26, 2015

A broad range of investors who have never thought about a family foundation can use donor-advised funds to pass on core values to heirs as part of their estate planning

Make No Mistake, Your Bank Can Be Disrupted (Just Ask Coca-Cola)

Karen Shaw Petrou
February 20, 2015

Banks' business models are even more vulnerable to a massive shakeup than industry behemoths like McDonald’s and Coca-Cola. The industry will be redefined by technological change and shifting consumer preferences, as well as by regulations that limit the sector's adaptability.

Estate Planning Teams: Key Questions to Ask

Robert W. Bruderman, Jeffrey Rosenthal
February 6, 2015

Financial advisors often act as general managers for their clients, assembling a team of attorneys, trust companies and others to develop and maintain estate plans. Here are a few questions you should ask of your would-be teammates.

How to Diversify the Financial Industry

Maureen Adolf and Jennifer Openshaw
January 30, 2015

If financial firms are serious about incorporating gender and ethnic diversity into their leadership teams, they need to encourage women to apply for promotions and implement more flexible work schedules.

Estate Planning Checklist: 5 Things to Do Now

Tracy Craig
January 27, 2015

The beginning of the year is a great time to handle many estate planning tasks. Use this to-do list with clients to give their plans a review and update.

Shouldn't You Be Offering 401(k) Plans?

Meg Kelleher
January 22, 2015

Plan sponsors face mounting fiduciary responsibilities, and both sponsors and participants crave advice. Both those trends give RIAs a fiduciary edge in seeking growth.

What Obama's Cap Gains Plan Would Mean for You & Your Clients

John Nersesian
January 21, 2015

Here's what advisors should keep in mind if changes to capital gains rules gain traction on Capitol Hill.

Branches Are Banks' Last Big Differentiators

Dave Martin
January 9, 2015

Financial institutions need to have good digital offerings, but they also need to find ways to stand out from the crowd. That's why branches will remain a crucial home base.

Marketing Tip: Master the Art of a Good Sound Bite

Marie Swift
January 6, 2015

The key to being quoted accurately - and more often - can be summed up in two words: sound bites. Developing the ability to speak and write in sound bites is essential.

15 Moves Advisors Should Make in 2015

Robert Sofia
December 31, 2014

As a new year begins, it’s time for advisors to take some fresh steps to growing their business.


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Advisors on the Move: Morgan Stanley Loses $750M Team
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