Wealth Think

Shaza Andersen recently sent out a companywide email stating that employees who don't deposit their paychecks into a WashingtonFirst account will soon be required to pick up paper checks — from her office.

Mobile money products are taking off in countries including Bangladesh, Kenya and Somaliland — and banks have a historic opportunity to get involved in this rapidly advancing market.

The recent FinDEVr conference showcased dozens of cutting-edge tools, platforms and technology integrations in financial services. Here are a few of the most innovative ideas I saw.

CFP professionals overwhelmingly value the certification: 92% say they are very satisfied with their decision to pursue it, and 97% chose to retain their certification last year.

Failure to set up a clear plan may result in children owning the home as tenants-in-common, in equal shares -- typically a recipe for disaster.

A new research paper identifies several elements tied to the most satisfied dealmakers. See the takeaways for advisors.

Dodd-Frank has failed to solve the too big to fail problem, according to consultant J.V. Rizzi — and some of the best solutions, like breaking up the banks, are also the most unlikely.

For advisors looking to break out of wirehouses, legacy firms or banks, going independent doesn’t necessarily mean they have to go it alone.

Some institutions strongly oppose personalized marketing efforts, which causes branch teams to live in fear of breaking marketing rules and become complacent with the status quo.

While customers were losing faith in banks, they were falling in love with tech. Banks will have to start changing their message if they're going to catch up, according to consultant Chiaki Nishino.