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The American College of Trust and Estate Counsel has surveyed the academic landscape and found it wanting. The nation's law schools have been losing interest in their practice area, reducing, even eliminating courses, and failing to replace...

Professional advisors to high-net-worth individuals have responded to our society's perceived litigiousness by developing a subset of estate-planning services known as asset-protection planning that is, planning designed to place assets beyond the...

The SIA reports that production experienced a second straight double-digit drop, and reps' earnings were down 8 percent as well.

Moving to a fee-based model may be painful, but it' worth it.

Chances are, you and your clients don't know. The typical brokerage statement delivers tons of data, but very little useful performance attribution information.

Separately managed accounts surge, thanks to a big push from all firms.

Managed accounts as part of an overall wealth management strategy.

Wachovia's former Pru brokers can hand on to smaller accounts, provided they continue to cast for the big fish.

How to break through the jitters that hamper up-market prospecting efforts.

Smith Barney is trying to make it easier for its reps to monitor client accounts.