Updated Thursday, April 17, 2014 as of 12:39 PM 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 »
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The variable annuities sector stabilizes as issuers find a balance between provider risk and client protection. more »
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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 »
Advisors on the Move: Cambridge Snags $500 Million Team

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