Playbook

Mike Manalac is a CPA with experience at small, Top 20 and Big Four accounting firms and industry-leading Fortune 500 companies. He is currently an accounting manager at Google, as well as the author and illustrator of the No Flux Given playbook. He also pioneered the introduction of the virtual whiteboard to the accounting world. Reach him at www.mikefromaccounting.com.

Indraneel Chakraborty is a professor in the finance department at Miami Herbert Business School. He has worked for Citadel Investments and Citigroup Global Markets fixed-income divisions.

Dividend strategies can provide steady returns over time with less volatility, but growth-oriented stocks can also be an attractive option.

A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that.

Elaine Aisyah is the founder and owner of Era Advisory.

She is a CFP and IFP practitioner specializing in Islamic finance, with an emphasis on estate planning. She provides holistic financial solutions to a diverse clientele, spanning from professional, retail and corporate to celebrities. She is based in Malaysia.

Edward Patton works with business owners and managers to improve financial performance and increase the value of their companies by helping them better understand historical and anticipated results and the economic implications of their decisions. Reach him at www.pattontrender.com/.

There are plenty of compelling reasons for branching further into the many areas related to wealth management. But experts warn there are challenges, as well.

Also this week, LPL pulls a big team from Raymond James, Merrill from Morgan Stanley and Dynasty from CIBC.

To some market-watchers, that undercuts the spirit of what private equity investments are supposed to provide.