The group that emerged as the most committed to saving for retirement was the one identified as “Generation DC,” or those under the age of 25.

When people hear “financial planning” or “retirement income,” they tune out. Try using “lifestyle design” instead to get their attention.

An article on the topic Tuesday generated a lot of buzz on Twitter and resulted in an interesting discussion about best practices for financial advisors when communicating with wealthier clients.

The Marketing Maven offers marketing insights from the Ladenburg Institute of Women and Finance Symposium

You can use a well-organized advisory board to get strategic advice from the people who are your most valuable assets. Here are a few suggestions for running a group.

More than eight in 10 American millionaires believe that each generation should be responsible for creating its own wealth, up from 65% who said the same thing in 2007 when the survey was last conducted.

For RIAs who want to ensure clients that their firm will endure to serve their children and grandchildren, a robust internal succession plan is critical. One way to do that is to eliminate outside ownership conflicts, argues the founder and CEO of one leading RIA firm.