Practice

While most parents (73%) have regular conversations with their kids about money, they tend to shy away from conversations about long-term financial goals.

Steven A. Cohen did something unusual when Michael S. Steinberg was arrested on the morning of March 29 and accused of insider trading at Cohen’s $15 billion hedge fund SAC Capital Advisors LP.

Planners seem to be overestimating the investment knowledge -- and, perhaps more important, the risk appetite -- of their clients. Advisors are three times more likely to describe clients as “very knowledgeable” about investing than investors do themselves (42% vs. 12%, respectively), according to a new Accenture survey of 400 financial advisors and 1,000 investors in the United States. …

Not sure how to help your small business clients see a situation more clearly? Try these road-tested tips in talking to your entrepreneurs.

The Minneapolis bank stakes its claim in the ultra high-net-worth space with facilities that are part private club, university, wealth management shop and boutique hotel.

Are your bank colleagues not referring business your way? Guess whose fault that is? It's not your boss's job, or anyone else's for that matter, to fix this situation.

Bankers who were at the ICBA's national convention last month are considering ways to expand social media use and offer new products that will not run afoul of regulators.

Now that the infrastructure is in place, Umpqua Private Bank is ready to scale the business, says Kelly Johnson, the executive vice president of the wealth management division.

When advising small business owners, it helps to have the same passion — and entrepreneurial skills — as they do.

Fear can be a powerful emotion and drives many bad decisions — don't let your career get sidelined because you let logic fly out the window.