| |
| Michael Thrasher Nevada was the first state to pass a fiduciary statute in the U.S. Other states are considering similar measures. |
| David Armstrong An annual state of the industry report shows the needle has barely moved on bringing Gen X or Gen Y clients into wealth management firms, even as advisors are lowering fees. |
| Michael Thrasher Overall advisor satisfaction was slightly down, but the most profitable financiers are much less happy. |
| Diana Britton WealthManagement.com chatted with "Gilmore Girls" star Scott Patterson about his investing approach, his relationship with his longtime financial advisor, and his secret to managing income that is high but sporadic. |
| David H. Lenok When global wealth rises, increasingly, philanthropic causes benefit. |
| John Hawthorne Digital innovation plays a key role. |
| Jason Smolen When only one parent is involved, certain aspects of a plan demand special attention. |
| Craig R. Hersch Believes Act unsettles safeguards against fraud and overly burdens Florida courts. |
| Matt Oechsli Less than 20 percent of teams consistently achieve their goals. Here’s how the top performers do it. |
| | | Advertisement  |
| |
.jpg)
