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

Old-Fashioned Exams
Old-Fashioned Exams
Dec 01, 2015
While FINRA considers revamps to its Series 7 exam, some say the tests are outdated barometers of competency in an industry that has changed.
Five Estate Planning Moves Advisors Should Consider
Nov 30, 2015
You may not be a lawyer, but there are still several strategies you can employ to save money for your clients and their families, while avoiding potential headaches and heartache down the road. Photo: Comstock/Stockbyte/Thinkstock
Mark McGonagle is looking to figure out the next step
The OSJ Way to Grow?
Nov 27, 2015
Should an advisor continue to serve clients while running an OSJ, or choose a path? Our panel of experts weighs in. 
(Emotionally) Free Agents
(Emotionally) Free Agents
Nov 26, 2015
The emotional and financial freedom many advisors have been waiting for is set to arrive in early 2016. That’s when the notes attached to many retention packages—offered in the wake of the 2009 financial crisis to more than 5,000...
Medicare Changes Coming Up
Medicare Changes Coming Up
Nov 26, 2015
Medicare’s premiums and out-of-pocket costs will jump over the next several years, impacting client retirement plans.
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