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Best Idea: Nest Trains NexGen Advisors To Replace Retirees

Lisa Katterhenry Howe started Nest Capital, a firm in Troy, Ohio, dedicated specifically toward helping retiring advisors find and train their replacements. ....

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Best Idea: Teaching Children the Merits of Saving, Sharing and Giving

Saving money was a lesson J.P. Morgan’s David Li learned from his parents while growing up in Cambridge, Mass. "I came from very humble beginnings," said Li who immigr. ....

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Best Idea: Advisor's Holiday Pie Giveaway Generates Goodwill

Candace Rey does something sweet for her Wells Fargo Advisor clients: she gives them a free Thanksgiving pie. The gesture builds goodwill. ....

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