Practice

Starting holistic planning earlier will help preserve boomers' wealth

Twenty- and thirty-somethings take investing cues from their parents, and advisors need to reach them by phone or have face-to-face contact, according to a survey.

The professor of finance at Santa Clara University, Calif., discusses where investors are today and how financial advisors need to address clients' emotional outlook on the markets.

Large banks need to provide better information on these complex securities sold to the wealthy, regulator says.

A run-down of the stories in this issue, identifying the top branch managers in the wealth management industry, and learning what it takes to get to the top.

This year's top branch managers found a way to succeed during the most challenging times.

Tax changes may affect investing ideas about bypass trusts, grantor trusts and other estate planning steps.

Aging clients may need to adjust real estate holdings to address changing health care needs. Here are 7 strategies to consider.

You know you're supposed to provide great client service. Is anybody telling you how to do it?

Conventional wisdom is often wrong about what it takes to achieve great results.