The transfer of wealth among generations finds financial advisors walking a tightrope between tech-savvy millennials seeking to invest and retirees looking for payouts.

The managing director of Ferguson Wellman Capital Management makes the case for bringing employees back to the office.

Wealth managers advise sticking to an investment plan in this time of economic upheaval.

The state's top financial planners, ranked by Oregon assets under management.

A wealth management expert offers tips on financially surviving the recession.  

Ferguson Wellman is in the middle of an ambitious plan to increase the number of employees who own stock in the firm. It is a move aimed at addressing the demographic time bomb that is about to hit the wealth-management industry.

The wealth management industry is working out ways to diversify its aging workforce.

The wealth manager talks about his love of hunting, Ayn Rand's Atlas Shrugged and why it is a great time to become a financial advisor.