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While community bankers mostly agree that stronger restrictions on a bank's ability to expand into complex activities are necessary, the details are a matter of some debate.

As Invest Financial Corp. marks its 30th anniversary, some of its veteran representatives remember the early days and discuss how far the industry has come over the years.

The financial advisor industry is facing a looming crisis. Advisors are getting older, and there aren't enough talented young people entering the field to take the reins as these older advisors retire.

This month's story on retirement is applicable to all our readers. We focused on mass-affluent investors, which, for this story, we viewed as those with decent jobs, and some money, but not enough to be truly confident of a comfortable retirement.

Economic Pessimism Deepens Again

We all know the stats — 10,000 people a day will retire for the next 20 years. And guess what? Most of them aren't rich. Many fall into the "mass-affluent" category, which means they have some money, but they can't afford to make any mistakes. And many of them have very little time left. What can you do?

Your clients may not fully understand their motivations—but as an advisor, you need to delve further into their psyches.

Advisors have to walk a tightrope when retired clients show signs of dementia. How do you follow your clients' wishes and also do what's best for them when those two things begin to diverge?

A run-down of the stories in this issue, including Credit Suisse's expansion plans, tips on avoiding the biggest estate planning mistakes, making account opening more efficient, and a discussion of senior fraud with Don Blandin.

Steps you should take if you are terminated.