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Wealth management firm Baird has developed a new way to connect with planning students at University of Wisconsin.

Larry Elkin offers specialized estate and tax expertise for wealthy clients. Now his firm handles $1.3 billion in assets, spread across fewer than 200 families.

How will clients react when specialized products underperform well-known benchmarks?

Some younger planners are diversifying activities and income streams to create more fulfilling - and flexible - work.

Don't throw new hires into the deep end. Here are a few smarter ways to help them thrive.

Longtime recruiters in the advisory industry have been pointing toward a day of reckoning for years—and it couldn’t have come at a worse time.

Profits are up at wealth management firms, and executives are taking stock of their priorities and goals.

In an exclusive interview, John Taft, CEO of RBC Wealth Management-U.S., expresses concern that looming regulation could hobble a wealth industry just as it finds its stride.

The changing nature of retirement for clients is an opportunity for firms. "They’re still going to need advice, but the advice is going to take on a different form," says Merrill Lynch's John Thiel. "It is moving from investment advice to life advice."

Morgan Stanley's Greg Fleming talks with On Wall Street about the evolving digital expectations of wealthy clients, the challenge of robo advisors and broker compensation.

Keith Banks, president of U.S. Trust, is searching for new talent in a unique place: within his own firm.

The needs of the wealthy are multiplying and growing more complex. UBS executives explain why this is an opportunity for the firm and its advisors.

Stifel has been busy building its business with little public profile. The firm wants to change that, says President and CEO Ronald Kruszewski, who acknowledges that the lack of attention thus far has probably been a good thing. "You want to be famous; you don’t want to be infamous."

In an exclusive set of interviews with On Wall Street, the industry's leading executives talk about how clients' needs are changing, technology is evolving and how firms can keep growing the bottom line.

Mary Mack is not only president of Wells Fargo Advisors, she’s a client too. In an exclusive interview with On Wall Street, Mack talks about what it’s like being a Wells Fargo client, the direction of her firm and the changing landscape for advisors.

Megabanks continue to increase their share of personal trust and fiduciary assets, leaving most small banks on the margins of the business. But community banks could stage a comeback by focusing on quality service and the slightly less-rich.

"We believe the things people do over 30 years speaks volumes, and mean more than rumor and innuendo," says Ed Cofrancesco, president of International Assets Advisory, the broker-dealer that hired Jeb Bashaw.

BlackRock, the world’s largest provider of ETFs, said the products acted as “shock absorbers” after Bill Gross’s unexpected exit last month from Pimco.

Contributing appreciated holdings to charity can be a tax-efficient strategy.

An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.