Wealth Think

CFP professionals overwhelmingly value the certification: 92% say they are very satisfied with their decision to pursue it, and 97% chose to retain their certification last year.

Failure to set up a clear plan may result in children owning the home as tenants-in-common, in equal shares -- typically a recipe for disaster.

A new research paper identifies several elements tied to the most satisfied dealmakers. See the takeaways for advisors.

Dodd-Frank has failed to solve the too big to fail problem, according to consultant J.V. Rizzi — and some of the best solutions, like breaking up the banks, are also the most unlikely.

For advisors looking to break out of wirehouses, legacy firms or banks, going independent doesn’t necessarily mean they have to go it alone.

Some institutions strongly oppose personalized marketing efforts, which causes branch teams to live in fear of breaking marketing rules and become complacent with the status quo.

While customers were losing faith in banks, they were falling in love with tech. Banks will have to start changing their message if they're going to catch up, according to consultant Chiaki Nishino.

Pride, greed, sloth and envy are just a few of the potential stumbling blocks in the management of banks' bond portfolios, writes investment advisor David Barnes.

Investors will remain reluctant to take on the personal risk inherent in establishing de novo community banks as long as new regulations remain unwieldy and returns stay low, according to Richard Magrann-Wells.

Survivor benefits have some unique rules that separate them from the rest of the program.