Wealth management

What you don't know could negatively affect your clients' benefits.

New state laws pave the way for improved strategies and solutions in trust management.

The key to handling complex issues associated with succession and estate planning is remaining impartial.

For advisors in the bank channel, 2010 was a year of regulatory change, market rebounds and relative uncertainty. It was also a year of creativity, ingenuity and success. Here were some of our top stories from the year that was.

2010 was a year of change and transition on Wall Street. UBS turned to Bob McCann to grow its wealth business, branch managers continued to lead the way, and the best and brightest young advisors continued to shine. Check out the magazine's top stories of the year.

The year of the Flash Crash, debt crises in developed economies and regulatory reform gave financial planners plenty to discuss with their clients. The magazine looked behind these headlines and others to give industry professionals leading-edge insights into how their profession would cope and thrive.

We took a look back at where the industry went right (and where it didn’t), whether it involved wading deeper into social media or missing the mark on CRM systems.

Check out coverage from last year's roundtable

Wealth-X ranks the states with the most ultra-wealthy.

It wants to double its assets under management, currently about $6 billion, over the next five years, according to Wietlisbach. Haverford is seeking to bolster its name recognition beyond the Philadelphia area through an advertising campaign and event sponsorship in cities such as Chicago, Boston, Dallas and Los Angeles.

Health organizations take the biggest hit, with a 63.7% decrease, according to a BofA Merrill survey.

In On Wall Street's fourth annual ranking, the young hotshots of The Street talk clients and strategy. Here's how this year's top 40 advisors under 40 stack up.

Looking for a stocking stuffer for your favorite financial planner? Check out the 10 best-selling books for advisors from Amazon.com.

Bank Investment Consultant magazine honored the industry's best bank-based financial advisors for 2010. Take a closer look at what makes them so great.

Uncertainty around the estate tax and other tax rates is causing many wealthy Americans to have second thoughts about how much to donate to charities.

FINRA panel says firm must pay $1.8 million to investor.

As it readies for a massive pruning of its mutual fund family, Columbia Management Investment Advisers is promising a stronger, more affordable lineup.

Just when the advisory community was hoping that it had put Bernie Madoff behind it, federal authorities announced that two of the disgraced financier’s lieutenants have been indicted on criminal charges and are also facing a civil complaint from the Securities and Exchange Commission. Meanwhile, the Internal Revenue Service announced earlier this week that it has withdrawn the John Doe summons in the UBS AG scandal in which the U.S. demanded that the company hand over…

Collapsing margins – but serving customers better. Integrating complex platforms – then setting up standard-setting data centers, out of fresh cloth. Here’s how 10 top CIOs became the best on Wall Street.

While 90% of wealthy business owners give to charity, only one-fourth of entrepreneurs say their financial advisor helps them plan for it.