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Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
Financial Advisor November 2003 David J. Drucker	Ethics And The Elderly Serving the elderly puts in play a host of ethical dilemmas for financial planners.
Financial Planning September 1, 2013 Samantha Allen	Longer Lives, Higher Costs: Is Your Firm Ready? As boomer clients head into their 70s and beyond, advisors must become geriatric specialists to handle a complex set of new demands.
Financial Planning April 1, 2008 Ilana Polyak	Aging Matters Welcome to the new world of financial advice, where planners aren't just tending to clients' portfolios and income distribution models anymore, they're also looking out for their health -- or at least making sure that someone is.
Investment Advisor December 2007 Kara P. Stapleton	Care Givers Smart advisors are offering financial gerontology services to clients and their families, and are getting increased client satisfaction and referrals in return.
Financial Advisor January 2009 David J. Drucker	Dealing With Dementia When a longtime client starts to lose her mental faculties, it's a whole new ball game.
Financial Advisor October 2006 Gregory Bresiger	Can You Help RINKs? The graying of America means RINKs (retired, independent, no kids) will be a growing client base that almost any practice must have.
Investment Advisor March 2008 Maya Ivanova	The Right Match To meet the needs of aging clients, advisors need to be educated and responsive.
BusinessWeek August 6, 2009 Lauren Young	The Elderly: Finding a Good Geriatric Care Manager Professionals can be a tremendous help if you're trying to take care of ailing parents but live far away.
Investment Advisor June 2009 Lewis Schiff	The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services.
Investment Advisor May 2007 Kara P. Stapleton	Compassion, Knowledge, and Personalized Service The primary risk factor for Alzheimer's disease is age, and with the majority of financial planners' clientele growing older, it's smart for financial advisors to become familiar with a different side of the financial planning business -- gerontology.
BusinessWeek July 12, 2004 Howard Gleckman	When A Parent Needs Help How to pull together an elder care plan that makes sense for you, your siblings -- and your parents.
Financial Advisor February 2004 Dorothy Hinchcliff	To Buy Or Not To Buy? That's still a big question for clients when it comes to long-term care insurance.
Financial Advisor May 2004 Raymond Fazzi	Retirement Stop Sign Health care costs force many clients to rethink retiring early.
Financial Advisor September 2005 Tracey Longo	When Seniors Sell Their Homes Seniors, who often owe little or nothing on their homes, are reaping the rewards of the hot real estate market
Financial Planning April 1, 2008 Schroeder et al.	Long-Term Care Redefined As clients live longer, they increasingly need forms of assistance that aren't adequately covered by long-term-care insurance, and the cost of such assistance could easily torpedo the best-laid retirement and estate plans.
Registered Rep. August 1, 2005 Gresham & Gresham	An Advisor's Guide to Long-Term Care Knowledgeable financial advisors need to help clients estimate their specific risk -- including the risk for people that the client is financially responsible for. This includes determining how long-term care would be financed and arranging assets so that adequate funds will be available if the need arises.
Financial Advisor March 2011 Ben Mattlin	Eldercare: Sense And Sensibility Handling the heated emotions of planning for the aging.
Financial Advisor October 2012 Michael J. McDermott	Our House How can financial planners help those with three generations living at home? A multigenerational household certainly has financial complexities that need to be addressed.
BusinessWeek July 2, 2009 Lauren Young	Caught Between the Elder Care and Education Money Pits Something's got to give when you're caring for aging parents while paying for your kids' pricey education - and it's often your retirement plans.
Financial Planning November 1, 2005 Donald Jay Korn	Coming Home Over one million older people now live in assisted-living communities. Here's how financial planners can help them weigh the options and make the transition.
Financial Advisor May 2007 Raymond Fazzi	The Pete Rose Of A Client Financial advisors are trained in helping people devise rational plans for their money. But what is an advisor to do when a client starts managing their money irrationally -- by gambling it away?
Registered Rep. October 1, 2005 Gresham & Gresham	The Golden Years? Besides being a great destroyer of health, dementia can also destroy many a grand retirement plan. Financial advisors need to prepare their clients for this possibility.
Financial Planning March 1, 2011 Stephanie Bogan	Growth: Realizing Your Potential To build your advisory practice into what you dream it will be, you need to see it clearly and then think like a businessperson, streamline operations and market yourself.
Financial Advisor November 2006 David J. Drucker	Who Needs To Market? The question about marketing isn't just how, it's if. Not every advisor wants to market, nor do they need to market. The need depends on three things: your time in the profession, the rate of growth you desire (if any) and the way you practice.
Financial Planning July 1, 2007 Suzanne McGee	Serving Small Business Forging solid relationships with small-business owners gives financial planners a chance to grow with clients.
Financial Advisor July 2006 Raymond Fazzi	A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues.
Investment Advisor October 2008 Olivia Mellan	Long-Term Losses How can you cut your losses when they keep going on and on?
Financial Advisor October 2007 Tracey Longo	Preventive Medicine A special report on how more financial advisors are helping clients consider the impact of sky-rocketing health-care costs on retirement.
Investment Advisor February 2007 Olivia Mellan	Like Mother, Like Daughter The relationship between daughters and mothers tends to be a complex mix of love and hate. The better you understand this, the more productive your work with women financial advisory clients will be.
Financial Planning March 1, 2008 Elizabeth O'Brien	Your Network of Experts Forging ties across disciplines can improve your client service and give your practice an edge over the competition.
The Motley Fool December 6, 2005 David Braze	Other Long-Term Care Sources If you need help as you age, where will you get it and how much will it cost? Long-term care insurance may help meet this need, but we each must decide for ourselves what option is most appropriate.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
BusinessWeek July 2, 2009 Lauren Young	Coping with the Caregiving Dilemma How to avoid the victim-rescuer trap and other tips for the millions of baby boomers sandwiched between parents and children.
Financial Advisor February 2006 David J. Drucker	Retiring Can Mean Business What do you tell a financial advisory client who wants to start a business with his retirement nest egg?
Financial Planning September 1, 2005 Janet Aschkenasy	Eldercare Grows Up For your oldest clients -- and their children -- financial planning takes on new dimensions.
American Family Physician July 1, 2000 Michael D. Fetters	Curbside Consultation Case Scenario: A Daughter Who Won't Let Her Mother Go
Financial Planning September 1, 2013 Scott Wenger	Editor's Note: Extended Care Sticker Shock How are you preparing clients for the cost of possibly living into their 80s, 90s or 100s?
American Journal of Nursing October 2008	How to Try This: Working with Families of Hospitalized Older Adults with Dementia Families provide a considerable amount of informal care and support for older adults living with dementia. And when an older adult with dementia is hospitalized, family caregivers should be seen as important sources of information and included as valuable members of the health care team.
Financial Advisor January 2007 Tracey Longo	Amazing Relationships While the great service experiences financial advisors are delivering will vary depending on a firm's principles and its client base, what they share is the ability to provide meaningful communication and client-centric assistance in a timely fashion.
Investment Advisor October 2008 Bob Clark	The Real Deal MarketCounsel is focused on taking the independent advisory model to the next level.
Investment Advisor March 2009 James J. Green	Complex and Customized, but Also Disconnected Advisors must adapt the structure of their firms if they wish to succeed in attracting and retaining clients who are in or near retirement.
On Wall Street September 1, 2012 Elizabeth Wine	Financial Advisors Turn to the 401(k) Market for More Business Advisors look to 401(k) plans as fertile ground for business.
Financial Advisor December 2010 Jeff Schlegel	Opening The Doors The industry needs to attract younger advisors, but do opportunities exist?
Investment Advisor March 2010 Lewis Schiff	The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.
Investment Advisor May 2006 Olivia Mellan	The Psychology of Advice: Toxic Friends From a psychological standpoint, here's what investment advisers can do when clients' pals provide risky investment tips.
Financial Planning October 1, 2008 Marie Swift	The Big Ask As the financial planning industry has evolved over the years, so have the relationships you enter into with clients.
Financial Planning September 1, 2007 Ray Sclafani	The Future is in Retirement By helping clients envision later-life goals, You can build value in your practice. An exclusive conversation with coach Dan Sullivan.
Investment Advisor August 2005	The Gurus Speak What's the biggest challenge for independent financial advisors? 15 marketing experts weigh-in: Talk About Your Journey... Have a Clear Plan... Specify Goals... etc.
Registered Rep. March 1, 2005 Mark Feffer	The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans.