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Investment Advisor
February 2008 |
Tolerance Rears Its Welcome Head Letters to the Editor: Frank Siegel...   |
Investment Advisor
November 2007
Dana Levit |
Treat All Couples Equally With the recent recognition of gay marriage in Massachusetts and civil unions in seven more states, financial planning for same-sex clients is more complex than ever. |
ifeminists
June 29, 2009
Wendy McElroy |
The Gay and Hetero Marriage Quagmire What constitutes a marriage should be determined by contract between the consenting adults involved, not by government. |
ifeminists
August 5, 2003
Wendy McElroy |
The Marriage Quagmire The institution of marriage is in jeopardy. But it's the politicians themselves constituting the threat. |
Financial Advisor
January 2008
Caren Chesler |
With Gay Marriage Comes Gay Divorce Financial planners warn that gay couples, more than their heterosexual counterparts, need to plan for divorce, or they may find themselves facing some hefty financial consequences. |
Investment Advisor
November 2007
James J. Green |
Rainbow Advisors Independent advisors can't prosper on their own; they need partners on the outside and support from peers. The more they learn about how their peers are doing, the better they will be, as will their clients. |
Reason
June 2003
Cathy Young |
Gay Rights Go to Court Sodomy laws, same-sex marriage, and the future of homosexual rights |
Financial Advisor
February 2008 |
Letters to the Editor "With Gay Marriage Comes Gay Divorce"... |
Registered Rep.
October 1, 2002
Ruth Halcomb |
Think Beyond the Needs of Ozzie and Harriet Families Less than 25 percent of U.S. households consist of married heterosexual couples with kids. The rights to property or even custody of children in the case of unmarried couples is anything but clear under the law. Tax planning is also an issue. |
Reason
March 2004
Cathy Young |
Opening Marriage Do same-sex unions pave the way for polygamy? |
Mother Jones
August 2000
David Goodman |
A More Civil Union Vermont's legal recognition of same-sex couples has brought the latest struggle for gay rights out of the closet -- and onto the stage of national politics. |
ifeminists
April 13, 2005
Jennifer Roback Morse |
Marriage and the Limits of Contract A culture full of people who violate their contracts at every possible opportunity cannot be held together by legal institutions. |
Salon.com
March 22, 2002
David Link |
Same-sex marriage, with a twist The Kansas Supreme Court enforces a ban on gay marriage and clears the way for -- gay marriage... |
Reason
September 2004
Julian Sanchez |
Not for Lovers As gay couples in Massachusetts celebrate their newfound right to marry, Virginia couples find themselves stripped even of the right to create marriage-like private contracts. |
Salon.com
August 2, 2001
Daryl Lindsey |
Germany allows its first gay "marriages" With the law just one day old, same-sex couples are flooding the wedding registry... |
Financial Planning
May 1, 2010
Bob Veres |
In Their Own Words A fiduciary standard would be an important and powerful protection for the American consumer, and a giant step forward in the evolution of the financial advisory profession. |
Reason
March 2009
Jacob Sullum |
Gay by Force If there is any room for common ground between the seemingly irreconcilable perspectives of those opposed to homosexuality and those fighting for gay rights, it lies in recognizing the distinction between public and private discrimination. |
ifeminists
March 10, 2004
Todd Andrew Barnett |
To Marry or Not to Marry Should the constitution be amended to protect the country from same sex marriages? |
Financial Planning
August 1, 2013
Ingrid Case |
Big Changes for Gay Clients The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others. |
Financial Advisor
March 2012
Donald B. Trone |
Defining 'Fiduciary' In Three Dimensions It means different things to different advisors, depending on their registered status, experience and background. What is clear is the need to continue to build consensus around what the term means to the industry. |
ifeminists
July 16, 2009
Jim Peron |
Marriage's shifting status...and gay marriage today Marriage predates the Christian church. The recognition of committed relationships has existed in all cultures, for most of human history. |
On Wall Street
October 1, 2012
Elizabeth Wine |
Same-Sex Couples: The Emerging Client Niche Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals. |
Reason
March 2006
Julian Sanchez |
Friends With Benefits Ohio Rep. Tom Brinkman Jr.filed suit alleging the state's Miami University's benefit package is in violation of Ohio's anti-gay marriage amendment that voters passed in 2004. |
CFO
March 1, 2004
Kate O'Sullivan |
Goin' to the Chapel A court decision means employers may be required to provide full spousal benefits to gay couples. |
ifeminists
April 10, 2009
Bruce Korol |
Get government out of marriage business Why is polygamy criminalized in the first place and why are conservatives like David Warren so adamant in keeping it that way? |
ifeminists
June 10, 2009
Emma Goldman |
On love and marriage A view on love and marriage from 1911 in Anarchism and Other Essays: they have nothing in common; they are as far apart as the poles; are, in fact, antagonistic to each other. |
Investment Advisor
September 2010
Bob Clark |
Clark at Large: Time to Represent, Advisor Leaders! Advisors can play a powerful role in the SEC's fiduciary deliberations, if they can get their leaders to lead. |
Registered Rep.
March 1, 2008
John Churchill |
Fix Advisor Laws! Laws should reflect the fact that the differences between registered reps and registered investment advisors have largely evaporated. |
Financial Advisor
February 2004
Joseph B. Darby III |
A Whole New Ballgame The same-sex marriage ruling in Massachusetts raises many questions for financial planners, but answers few of them. |
Entrepreneur
September 2004
Chris Penttila |
Domestic Dispute As employers respond to the marketplace, the debate over benefits for same-sex couples heats up. |
Financial Planning
December 1, 2009
Donald B. Trone |
Standing on Principle Broker-dealer senior management must move their organizations from a rules-based framework, which requires little standard of care, to a principles-based framework, which requires a high standard of care. |
On Wall Street
October 1, 2012
Frances A. McMorris |
Editor's Letter: Shifting Demographics Open New Markets A run-down of the stories in this issue, including how shifting demographics can open new markets; the special needs of gay and lesbian couples; a look at dividend stocks; and Merrill Lynch s deferred compensation settlement. |
Investment Advisor
November 2005 |
Letters: Follow-up on Fiduciaries Acting like a fiduciary and agreeing in writing to serve in a fiduciary capacity are two entirely different things... Making It Alone... Corrections... |
Financial Planning
July 1, 2010
Donna Mitchell |
Build Your Value In a new report, "Creating, Measuring and Unlocking Enterprise Value in a Wealth Manager," released on June 14, the Fiduciary Network gives advisors a wake-up call about their real prospects for a payoff after years of working on their businesses. |
Registered Rep.
February 2, 2006
Kristen French |
Brokers Learning to Play by New Rules It's no longer business as usual on Wall Street. Starting yesterday, broker/dealers must follow a new SEC rule that requires them to disclose at certain times that they may not be acting in their clients' best interest. |
Salon.com
June 24, 2002
Heather Havrilesky |
On bended knee Pro-marriage revivalists praise matrimony as the way and the light. But are they bowing to a false god? |
Financial Advisor
December 2007
Sydney LeBlanc |
More Options, More Business Independent advisors recently got the opportunity of a lifetime -- the marriage made between fee-based advisory accounts and fiduciary accountability finally made headlines in the SEC repeal of Rule 202. |
Reason
September 2005
Julian Sanchez |
All Happy Families From a civil libertarian perspective, it's clear enough why the unequal treatment of gay parents is objectionable: The human desire for family isn't exclusive to heterosexuals, and attempts to prevent gays from raising families both stigmatize them and threaten to deprive them of an important component of a full life. |
Financial Advisor
September 2012
Jeff Schlegel |
Not Making The Grade Financial advisors aren't as fiduciary as they should be, a new survey finds. |
Financial Planning
October 1, 2009
Susan B. Weiner |
Unwed and Planning The number of unmarried couples living together is beginning to surpass the number of married couples. Advisors should start planning for these clients by uncovering exactly what it is they need. |
Reason
June 2004
Jonathan Rauch |
Objections to These Unions What Friedrich Hayek can teach us about gay marriage. |
BusinessWeek
December 15, 2003
Cliff Edwards |
Coming Out In Corporate America Gays are making huge strides everywhere but in the executive suite. |
Investment Advisor
September 2010
James J. Green |
Making the Connection: Communicating with Clients in Uncertain Times A panel of three top RIAs explains how they communicate with their clients in good times and bad, with a focus on the fiduciary issue |
Reason
June 2007
Jesse Walker |
Disney Legalizes Same-Sex Unions The world we live in is increasingly willing to embrace homosexual unions, even if many Americans -- and most states -- haven't gotten there yet. But if Mickey is cool with gay marriage, the rest of the country can't be that far behind. |
Financial Advisor
February 2011
Roy Diliberto |
A Good Business Model The fiduciary standard is essential for financial planning to be embraced as a profession, yet examples abound of advisors who ignore it. |
Investment Advisor
November 2006
Thomas D. Giachetti |
Defining Fiduciary What is a financial advisor's true fiduciary duty? |
Investment Advisor
March 1, 2011
Kathleen Mcbride |
SEC and the Fiduciary Study: The Process Why the fiduciary standard became such a hot topic for regulators |
The Motley Fool
May 31, 2006
Dan Caplinger |
Estate Planning: Two's Company Estate planning for couples introduces a new set of challenges. Integrating your estate planning with your partner can help build a road map of your mutual vision for the future. |
Financial Planning
December 1, 2009
Kristina Fausti |
Fiduciary Q and A Most advisors are still not clear on the issues regarding a fiduciary standard. Here are some Qs and As on the subject. |
Financial Planning
November 1, 2010
Trone & Harvey |
The New Rules of the Road The following four regulatory reforms will likely have the most impact on the financial services industry over the next 24 months. Here's a short synopsis of what they will require. |
