Advisors must be vigilant about protecting clients from the risk of wire fraud. Pershing's Mark Tibergien offers tips on how advisors can protect clients and themselves from this increasingly common threat. read more »  | Morgan Stanley and Goldman Sachs Group Inc. led Wall Street banks in posting a collective 42% increase in equities-trading revenue in the second quarter, the largest jump in more than three years. read more » | An aging population has forged new partnerships between wealth advisors and health care planners. read more » | A new study shows that the current yield environment could leave retirees badly underfunded. read more » | A staged cyber assault meant to test banks' response to cyber threats took place Thursday from the middle of the morning to early in the afternoon. read more » | One service provider is looking to take advantage of the migration of hedge funds into the mutual funds space by offering its hedge fund clients its Investment Company Compliance Services offering. read more » | Because bubbles are essentially social-psychological phenomena, they are, by their very nature, difficult to control. read more » | Must Read |  Back to School on 529s The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy. read more » | Must Watch |  A More Perfect Practice If he were to rewrite his practice management book Practice Made Perfect today, Pershing's Mark Tibergien says he'd be more optimistic. He'd also take a look at what advisors are doing to attract next generation clients and build sustainable practices. read more » | Contact Us Matt Ackermann
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Online Editor-in-Chief
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