Updated Friday, April 18, 2014 as of 6:41 AM ET
Smart Ways to Use 'Hidden' Client Assets
When wealth manager Bryan Wisda took on a new client, 98-year-old widow living in a Scottsdale, Arizona, retirement community, he asked her a battery of routine questions. One of them was if she knew anyone famous.
The standard question yielded a less standard answer. Her grandfather, it turned out, was a Civil War general, and when she was in her 20s, he dictated his autobiography to her. Not knowing what to do with it, she stashed the manuscript in a shoebox in her closet for over 70 years.   more »
More in Client
Can your young advisors handle the highly charged conversations that often come with major life transitions? more »
Younger investors have eight times more money in Roth IRAs than traditional IRAs, according to one recent report. more »
The ability of advisors to recruit and manage millennials will likely play an important role in the industry's sustainability. more »
Retiree optimism is an encouraging improvement and most likely correlates to a stronger stock market and the prospect of higher interest rates in the future, says Wells Fargo executive. more »
The planning network hooks up with Guide Financial to offer cash-flow software to clients. more »
Young Americans not only have little loyalty to banks, but many also believe that traditional financial institutions are on their way to irrelevance, a new survey shows. more »
People underestimate the chances of dying from likely causes, like heart failure, while overestimating the chances of dying from an unlikely cause, like murder. This can cause big mistakes in retirement planning. more »
New skills and new training are necessary for advisors to succeed in today's market, but banks and broker-dealers have not made it a top priority. more »
Bank executives expect to boost revenue from their wealth management practices 25% or more in the next five years, with some anticipating a 35% contribution to total bank revenue. more »
To build your business, get a hobby. Here are some ideas. more »
Schwan Financial Group's Prepared Heirs program helps advisors connect with second-generation clients. more »
The proposal to let the U.S. Postal Service become a bank is a hard sell, but the idea has legs for political, legal and business reasons. Here are answers to the top questions about the provocative idea. more »
A large majority of women say they would stay with their current advisor, even after the death of a spouse or partner, according to a new study from Russell Investments. more »
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