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| Catch-up on this month's most-read wealth management news and analysis from Financial Planning's experts. | |
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| | Four estate planning experts, including at Bank of America Private Bank and UBS, offer advice on the unique challenges of working with creative professional clients. |
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| | Although First Republic advisors appear relieved by the restoration of stability in coming under the megabank's umbrella, looming culture clashes could bring more attrition — from both the incoming advisors, and those they're joining. |
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| | Men usually outpace women on finance quizzes and surveys. But there's one crucial question more women get right. |
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