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Wealth Management Magazine features the best of WealthManagement.com, including news, trends, topics and research important to financial advisors.

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Financial Planning

Trusts & Estates: Greatest Love of All Trusts & Estates: Greatest Love of All

The drama over Whitney Houston's estate continues to unfold.

byMichael K. Kirsh

Mar 20, 2012

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1 Min Read

Financial Planning

Newfangled Annuities Offer Benefits, Hold Risks Newfangled Annuities Offer Benefits, Hold Risks

Mar 20, 2012

5 Min Read

YIELD OF DREAMS: Janney Picks Up Another Wirehouse Team YIELD OF DREAMS: Janney Picks Up Another Wirehouse Team

byDiana Britton

Mar 19, 2012

1 Min Read

The Risks of Independence

Industry News & Trends

The Risks of Independence The Risks of Independence

byLynn O'Shaughnessy

Mar 19, 2012

4 Min Read

Wirehouses Minting Fiduciary Advisors – Or Are They?Wirehouses Minting Fiduciary Advisors – Or Are They?

byKristen French

Mar 16, 2012

12 Min Read

Industry News & Trends

Did the $5 Debit Card Fee Prompt the Merrill Exodus?Did the $5 Debit Card Fee Prompt the Merrill Exodus?

byKristen French

Mar 15, 2012

6 Min Read

More from Wealth Management Magazine

Business Planning

The Affluent Relationship Shift (2nd Macro Shift)

The Affluent Relationship Shift (2nd Macro Shift)

byMatt Oechsli, Columnist: The Inner Game

Ladenburg Thalmann Revenue Doubles Thanks to SAI acquisition, But Profits Are Slim

Ladenburg Thalmann Revenue Doubles Thanks to SAI acquisition, But Profits Are Slim

byDiana Britton, Managing Editor

Financial Planning

The Battle for Outsource Supremacy

The Battle for Outsource Supremacy

byCharles Paikert

The Long Goodbye

Business Planning

The Long Goodbye

The Long Goodbye

byJerry Gleeson

The Most Dangerous ETFs For March

The Most Dangerous ETFs For March

byDavid Trainer

Business Planning

Tongue-tied Advisors

Tongue-tied Advisors

byLauren Barack

Plano Data Expands Texas Lease to 116,376 SF

Plano Data Expands Texas Lease to 116,376 SF

byStaff Reports

YIELD OF DREAMS: Are Investors Starting to Wake Up and Smell the Rally?

YIELD OF DREAMS: Are Investors Starting to Wake Up and Smell the Rally?

byDiana Britton, Managing Editor

Business Planning

Video Game Industry Veteran Brings Media Skills to Financial Advisory Shop

Video Game Industry Veteran Brings Media Skills to Financial Advisory Shop

byLauren Barack

The Happiest Branch Office Managers Around

Business Planning

The Happiest Branch Office Managers Around

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Six Ways Pension Annuities Almost Always Beat a Lump Sum

Six Ways Pension Annuities Almost Always Beat a Lump Sum

byMark Miller, Product Manager

YIELD OF DREAMS: Could Fisker Be to Blame for Advanced Equities’ Troubles?

YIELD OF DREAMS: Could Fisker Be to Blame for Advanced Equities’ Troubles?

YIELD OF DREAMS: Could Fisker Be to Blame for Advanced Equities’ Troubles?

byDiana Britton, Managing Editor

DUE DILIGENCE: SEC Gives 70-Year-Old Broker a Break

DUE DILIGENCE: SEC Gives 70-Year-Old Broker a Break

DUE DILIGENCE: SEC Gives 70-Year-Old Broker a Break

byKristen French

Business Planning

Puzzling Over New Questions on CFP Exam

Puzzling Over New Questions on CFP Exam

byJerry Gleeson

Founders of Advanced Equities Slammed with Wells Notices Over Private Offerings

Founders of Advanced Equities Slammed with Wells Notices Over Private Offerings

byDiana Britton, Managing Editor

Direct Investment Sites Are Stealing Even More of Your Business

Direct Investment Sites Are Stealing Even More of Your Business

byKristen French

Industry News & Trends

Simon to Acquire Stake in Klépierre; Buys Out Mills JV Partner

Simon to Acquire Stake in Klépierre; Buys Out Mills JV Partner

byStaff Reports

Support Platforms

The 3-Step Process for Closing New Prospects

The 3-Step Process for Closing New Prospects

byStephen Boswell, Kevin A. Nichols

DUE DILIGENCE: Morgan Stanley Advisors Paid to Put Clients in New Amex Credit Card

Client Relations

DUE DILIGENCE: Morgan Stanley Advisors Paid to Put Clients in New Amex Credit Card

DUE DILIGENCE: Morgan Stanley Advisors Paid to Put Clients in New Amex Credit Card

byKristen French

DUE DILIGENCE: Trump Trumps God For Financial Advice

Industry News & Trends

DUE DILIGENCE: Trump Trumps God For Financial Advice

DUE DILIGENCE: Trump Trumps God For Financial Advice

byKristen French

Financial Planning

Community Banks Betting On Wealth Management

Community Banks Betting On Wealth Management

byCharles Paikert

YIELD OF DREAMS: Live From LA - Tapping Talent Through Interns

YIELD OF DREAMS: Live From LA - Tapping Talent Through Interns

YIELD OF DREAMS: Live From LA - Tapping Talent Through Interns

byDiana Britton, Managing Editor

RIA RISING: Befogged Investors Struggle with the Math

RIA RISING: Befogged Investors Struggle with the Math

byJerry Gleeson

Business Planning

Team Swaps Merrill for Hightower Over Frustration with International Biz

Team Swaps Merrill for Hightower Over Frustration with International Biz

byJerry Gleeson

divorce split

Business Planning

Your Broker/Dealer May Be Headed for Divorce

Your Broker/Dealer May Be Headed for Divorce

byDiana Britton, Managing Editor

Reversal of Fortune: IBD Wins Arbitration Case

Reversal of Fortune: IBD Wins Arbitration Case

byDiana Britton, Managing Editor

DUE DILIGENCE: Brookstreet CEO Brooks Gets Max. Penalty of $10 Million

Industry News & Trends

DUE DILIGENCE: Brookstreet CEO Brooks Gets Max. Penalty of $10 Million

DUE DILIGENCE: Brookstreet CEO Brooks Gets Max. Penalty of $10 Million

byKristen French

RIA RISING: For Fidelity IRAs, the Check Is in the Cloud

RIA RISING: For Fidelity IRAs, the Check Is in the Cloud

byJerry Gleeson

Staying Out of the Murder Holes

Staying Out of the Murder Holes

Staying Out of the Murder Holes

Industry News & Trends

Rouse Plays a Risky Business

Rouse Plays a Risky Business

byElaine Misonzhnik, Senior Associate Editor