Practice

The new trust office in Wilmington will provide personal trust services for high-net-worth clients with more than $1 million in investable assets.

FINRA has named a senior Treasury Department official to serve as the group's first chief economist.

If the net asset value of a money market fund is forced to float, the ramifications on maintaining customer accounts are huge and could force them to move to other investments.

"You must ask everyone who comes into your office: Do you have a health problem?" estate planner and Financial Planning contributor Martin Shenkman cautioned. "If you don't ask, they are not going to tell."

The Consumer Financial Protection Bureau is recommending that policymakers implement a nationwide financial education program into grade school as well as standardized tests.

Wealth managers need to upgrade their strategies for working with clients coping with grief or risk losing them to other advisors.

People usually don't change after you hire them, so make sure their strengths are a good fit for the job.

From the ball field to Sunday service, BNA's Mike Alef is an Everyman figure in the world of financial planning.

LPL introduced a comprehensive support program last month for banks' licensed branch employees. The program will be offered in conjunction with Epic Platforms.

Britt Woods from Fifth Third Bank tops our list this year. He and other winners discuss the importance of providing their bank partners with referrals.