The $70M estate of late actor James Gandolfini could get stuck with a $30M tax bill. The culprit? Generous bequests to family members
Who is the investor of the future? Research points to crucial demographic shifts toward the modern family with 'younger demographics' that advisers need to get ahead of. Or get left behind.
Advisory councils can be tough but help advisers improve their business.
Experts share tips on when and how to tweak fees
Approaches for ensuring firm continuity and client well-being after an owner departs
Adviser coach says appeal to women's penchant for asking questions.
The new team, which hails from Essex Financial Services Inc., will double Northstar's assets to nearly $2 billion.
Or, how to overcome the five biggest hurdles to succession planning
A different kind of role — but one that provides a more graceful transition
Most financial advisers are not moving: the number of them switching firms dropped more than 37% during the first half of the year. What's causing this trend? <b>Also:</b> <a href="http://www.investmentnews.com/gallery/20130701/FREE/701009999/PH">Who won, who lost in the moving wars</a>
Splitting or combining assets is the key decision but it can get complicated.
Learning, opportunity and networking are keys to keeping younger workers.
Search firm aims to help advisers cover the basics so they won't have to.
Sponsoring coaching and mentoring programs specifically for women; plenty more to do
Agreement with Live Oak to help clients finance mergers and acquisitions.
Job descriptions for typical entry-level advisory positions require individual inspection
