Some 25 million people a year are thinking about social security, opening a door to a massive market for advisors, Bill Meyer, founder and CEO of Social Security Solutions, said at the Retirement Income Industry Association conference.

The result of the upcoming Presidential election will have little impact on investors, according to Andrew Mehalko, President of AM Wealth Management.

About 15% of affluent investors are considering a move within the next month. The most likely landing spot is Vanguard, followed by Fidelity and USAA, according to a new monthly survey by Phoenix Marketing International.

With most financial advisors mired in "analysis paralysis," adding new business can be difficult. Unfortunately, there is no magic bullet to add clients and assets, but Peter Montoya offered some essential methods to develop relationships and assets.

Conventional wisdom says there are three generations of workers, at least - here's a guide on the differences and how to approach them.

The Pittsburgh company is among several banks aiming to boost visibility on college campuses in hopes of attracting young consumers who many not have a dime to their names now but could be high earners down the road.

Though banks have always measured customer satisfaction, there is a greater focus now on understanding exactly what drives the customer experience and how it can help the bottom line.