December 26, 2013 | Runtime: 1:47
Crystal Alford-Cooper of Strategic Wealth Management Group and Ed Gjertsen II of the Financial Planning Association talk about the best ways to keep investors focused when markets are a distraction.
December 08, 2013 | Runtime: 2:05
New firms offering money and turnkey solutions to entrepreneurial advisers are having a banner year, according to Mindy Diamond, president and CEO of Diamond Consultants.
December 08, 2013 | Runtime: 1:42
High-water deals to recruit financial advisers are not likely to go away any time soon, according to Mindy Diamond, president and CEO of Diamond Consultants, despite some executives' predictions to the contrary.
December 08, 2013 | Runtime: 3:08
A pending new rule requiring financial advisers to disclose the compensation they receive to switch firms will affect the pace of recruiting and conversations with clients, according to Mindy Diamond, president and CEO of Diamond Consultants.
December 08, 2013 | Runtime: 2:14
A recent study from U.S. Trust shows that many clients feel their advisers could be doing more when it comes to philanthropy. Claire Costello, national philanthropic practice executive at U.S. Trust, talks about how advisers can bridge that gap.
November 08, 2013 | Runtime: 3:30
Martin M. Shenkman talks about how the recent changes to tax law have made estate planning as much an area of interest for advisers as estate planning attorneys.
November 08, 2013 | Runtime: 4:29
Estate planning attorney Martin M. Shenkman lays out new and creative approaches to trust management that advisers can utilize to reduce clients' capital gains tax bills.
October 25, 2013 | Runtime: 2:26
Pershing's Kim Dellarocca discusses the growth potential for the advisory industry's largest firms.
October 25, 2013 | Runtime: 2:32
Pershing's Kim Dellarocca on why the opportunities for new entrants into the financial planning field are growing, and what NextGen clients want from the advisers of today and tomorrow.
October 23, 2013 | Runtime: 3:09
Kevin Crain, senior relationship executive at Bank of America Merrill Lynch, on how 401(k) plans are working to provide clearer choices and more professional advice.