Practice

6 networking tips for retirees; Will your retirement savings last?; How to learn what you're paying for your retirement account  More »
Financial advisors get trained in taxes, but many times it’s just a basic framework for how to structure investments. A CPA can bring a much deeper level of understanding to a client’s tax situation.  read more »
"Our goal is to serve more customers, serve them better, and become the next financial service organization for the middle class," says Bo Lu, a former Microsoft product manager and the founder of FutureAdvisor.
Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets.  read more »
Deutsche Asset & Wealth Management has hired Jason Dudley from Morgan Stanley as a director and regional executive for the firm's Atlanta Private Client Services office.  read more »
As advisors look to mergers and acquisitions to fuel growth strategies and succession plans, firms need to look beyond the transaction itself and think strategically about how a combined firm will operate, experts said this week at the FSI's financial advisor summit.  read more »
New York regulator Benjamin Lawsky may use the cybersecurity rules he's proposed for virtual-currency companies as a model for traditional banks. That would subject the financial institutions his agency supervises to the most stringent data-security rules anywhere.  read more »
Why Clients Need Help With Family Governance
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