Wealth Think

While money may not always be an advisors' number one consideration when deciding to switch firms, it almost always becomes an emotionally charged issue. Here's what to think about.

Community banks need a steady flow of prospects. A partnership with a successful retail concept virtually guarantees constant customer traffic, according to one bank marketer.

Research shows that we need to start presenting financial planning as a desirable career path for women at a young age -- at Girl Scout meetings, in school or, most importantly, at home.

If you think that reverse mortgages are only for cash-strapped retirees without any other financial options, think again.

A pet trust can dictate the type of care a pet will receive after its owner is gone and supply funds for that care.

"Millennial" and "young person" will not always be synonymous. So it makes sense to try to distinguish, as much as possible, which characteristics of millennials are generational, owing to the peculiarities of time and place, and which are simply evidence of youth.

Retirees who have been government workers or whose spouses have been government workers may be in for a surprise when they file for Social Security retirement benefits.

Here are a few tips from an advisor and practice management expert to help boost your confidence and improve how you communicate your value proposition.

This "product" is weakened in the customer's mind when interacting with a living, breathing banker inevitably involves fending off sales pitches, writes one retail banking program consultant.

Staff loyalty must be earned. Use these tactics to make sure your employees feel connected and committed to your firm's success.