Updated Wednesday, September 17, 2014 as of 7:37 AM ET

Practice

One year later, Forbes' growth plans have been stymied by a difficult market for acquiring firms.  More »
Advisors need to take a more active role in engaging with college and university programs to help bring more students into the workforce, said industry officials at the CFP Board's recent academic conference.  read more »
Attendees at the recent Women Advisors Forum, held in New York, shared tips and experiences when helping clients fund philanthropy, branding their practices and investing fine arts. And advisors heard from industry veterans like Sallie Krawcheck. See the smartest takeways from the conference in our slideshow.  read more »
Wealth management firms look to grow the bottom line out West. "Everybody is trying to get bigger in the marketplace. And those who aren't present here want to enhance their presence," says Bill Willis, a Los Angeles-based recruiter.  read more »
The final IRS longevity annuity regulations create an important option for retirees with 401(k), 403(b), 457(b) or IRA accounts who are worried about outliving their assets. Here's what advisors should know about qualified longevity annuity contracts.  read more »
David DeVoe
Discounted cash flow is the most important valuation method financial advisors can use, according to strategic consultant David DeVoe.  read more »
Player Template for http://www.onwallstreet.com
Top Planning Concerns for UHNW Clients
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