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Financial Planning
October 1, 2005
Len Reinhart |
Five for the Future Because of the enormous changes in the size and longevity of the retirement population, we will need a new paradigm if we are to serve our clients well. Financial advisers who address these needs will be the ones who survive and thrive.   |
Financial Planning
October 1, 2005
Robert Hertzberg |
Software Provider or Fiduciary? Envestnet's founder wants his company to be both. His timeline for making it work isn't infinite, but the company is in a great position to take advantage of everything that's going on in the financial industry. |
Financial Planning
October 1, 2005
Ilana Polyak |
Fund Manager Profile: Medicine Man Parsing out the hype from the substance has been a cornerstone of Sam Isaly's approach. As founder of OrbiMed Advisors and subadviser to the $2.5 billion Eaton Vance World Health Sciences fund, which he's run since 1989, Isaly has had a comfortable perch from which to watch drug stocks. |
Financial Planning
October 1, 2005
Marie Swift |
The Right Stuff These essential marketing tools help you communicate your value and attract new financial advisory clients. |
Financial Planning
October 1, 2005
David J. Drucker |
Hazardous House Calls Distractions may be the least of your worries if you visit your financial planning clients in their homes. Other than not always making financial sense for an adviser, it could also be dangerous. |
Financial Planning
October 1, 2005
Pat Olsen |
The Financial Blogger Web logs can serve as a cutting-edge marketing tool and communications vehicle for financial advisers. But there are caveats to consider as well. |
Financial Planning
October 1, 2005
John Nersesian |
The Stealth Tax Millions of middle-class clients are falling into the alternative minimum tax (AMT) trap. Here's how financial advisers can help lower clients' total tax bills. |
Financial Planning
October 1, 2005
Jay Quinn |
Please Give Generously There are many benefits to clients when giving is incorporated into their overall financial plan, from reducing current income and estate taxes to helping to provide for retirement income. Here's what advisers need to know. |
Financial Planning
October 1, 2005
Donald Jay Korn |
Multinational Planning When clients are U.S. residents but not citizens, estate planning can put couples at a disadvantage. Noncitizens might face the same all-encompassing tax system, but they don't necessarily enjoy all the tax benefits of citizenship, especially when it comes to gift and estate taxes. |
Financial Planning
October 1, 2005
Michael E. Kitces |
Knockout Blow? The Strangi case may finally be lost, but family limited partnerships (FLP) remain a viable estate planning tool. Consequently, there are several planning tips and implications from this FLP-IRS saga that planners should be aware of in estate tax planning. |
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