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Investment Advisor January 2007 Susan L. Hirshman |
Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations.  |
Financial Planning May 1, 2011 Scott Schutte |
The Kids Are All Right (Maybe) Countless studies find that family fortunes often dwindle away by the end of the second generation. I wonder how many of those families, with the help of a capable advisor, could have preserved the legacies previous generations built so painstakingly.  |
Financial Planning October 1, 2013 Ann Rieder |
Connect with Clients' Kids: 5 Steps Is your firm prepared for the transfer of assets from your clients to their heirs?  |
Financial Planning July 1, 2010 Martin Shenkman |
Oblique Lens Every client and advisor is aware of key life events and how they may have an impact on planning. However, the real planning opportunities are often subtle. Don't let them go unnoticed.  |
Financial Advisor October 2010 Roy Diliberto |
Solutions Looking For Problems As financial life planners, we need to be watchdogs for inappropriate advice that others suggest to our clients.  |
Financial Planning February 1, 2013 Martin Shenkman |
Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.  |
Financial Planning September 1, 2011 Martin Shenkman |
Come Together Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners. But where does a financial planner fit on the team?  |
Investment Advisor October 2006 Chris Blunt |
Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc.  |
On Wall Street September 1, 2008 Parisi & Leung |
Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it?  |
Financial Advisor October 2005 David J. Drucker |
The Parent Care Solution Smart financial advisors have spent at least a little time thinking about ways to keep their clients from straying. They've also thought about protecting their clients from the ravages of old age. Now these seemingly unconnected demands have a common link.  |
Investment Advisor November 2006 Chris Blunt |
Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks.  |
U.S. Banker December 2008 Anthony Malakian |
Death, Taxes, and Opportunity In a Down Market At the end of every calendar year, tax, investment and succession planning are topics of intense interest for wealth management teams and their high-net-worth clients. This year, they have a particularly long list of topics to discuss.  |
Financial Planning December 1, 2010 Martin Shenkman |
Tell Them Now Whatever the result in Congress as the estate planning environment evolves, planners should make a concerted effort to communicate with clients and help them assess planning.  |
Financial Planning November 1, 2012 Martin Shenkman |
Preventing Client Abuse: Financial Advisors Are Vulnerable As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators who often target the elderly and those in declining health.  |
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.  |
Financial Planning May 1, 2013 Martin Shenkman |
New Take on Trust Strategy Tax changes may affect investing ideas about bypass trusts, grantor trusts and other estate planning steps.  |
Investment Advisor August 2008 Lewis Schiff |
A Prospect With a Plan A prospect with an existing plan often presents opportunities.  |
Registered Rep. October 1, 2002 Kevin McKinley |
Where There's No Will, There's a Way to Bring in Business Financial advisers can improve their relationship with the client by aiding in the creation or updating of a will.  |
Financial Planning December 1, 2012 Ann Marsh |
Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end..  |
On Wall Street April 1, 2012 Todd Colbeck |
Helping Your Client Create A Legacy To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting?  |
Financial Planning October 1, 2006 Cal Brown |
Legacy Planning Clients want to pass on more than money to their heirs. Once legacy planning is complete, there are many benefits for clients, their children and the planner.  |
On Wall Street November 1, 2012 Elizabeth Wine |
10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death.  |
Financial Advisor August 2010 Lori K. Murphy |
Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members.  |
Financial Planning August 1, 2008 John J Bowen Jr |
Wide-Angle Lens Too many advisors focus almost exclusively on their clients' investments and ignore a number of other important areas.  |
Investment Advisor October 2008 Kodialam & Adolf |
Gold Medal You can deliver exceptional service throughout the client lifecycle.  |
Financial Advisor January 2006 David L. Lawrence |
Focusing On Income Evolving your practice into a retirement distribution practice does not mean that you have to abandon your accumulation clients. The challenge is to meld both types of clients into a practice in a way that is both efficient and profitable.  |
Financial Planning February 1, 2012 Ann Marsh |
15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.  |
Registered Rep. January 1, 2003 Kevin McKinley |
Putting On Heirs In your initial meetings with clients, an answer to one question will give you insight into their values, lives and dreams and create a healthy anxiety that will motivate them to enlist your services. As nonchalantly as possible, ask, "When you die, who will get your money?"  |
Financial Advisor July 2005 Raymond Fazzi |
Defining Wealth Management The term "wealth manager" has provided more sizzle than clarity in recent years, as more and more advisors have adopted the name as they transition to more comprehensive practices geared toward affluent clients.  |
Financial Advisor May 2012 Eric Rasmussen |
The Horror Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories.  |
On Wall Street April 1, 2013 Denise Federer |
Facilitating Family Meetings Getting clients together as a family unit not only helps build wealth, but also cohesiveness.  |
Registered Rep. January 1, 2003 Steve Gresham |
Zeroing In on the Managed Account Customer Managed accounts are all the rage, but they may not be right for every client. Here are some classic client types who might best be served with managed accounts and some matching marketing strategy for each.  |
Financial Planning May 1, 2013 Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities  |
Registered Rep. January 1, 2011 Jerry Gleeson |
Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation.  |
Financial Planning February 1, 2011 Donald Jay Korn |
Heir Loss Beneficiary problems can cause even the best financial plans to go awry.  |
Financial Planning February 1, 2012 Scott Wenger |
Planning the Unknowable As all savvy advisors know, smart tax planning is not only about choosing the right strategy at the right time, it's also about avoiding bush league mistakes.  |
Financial Planning May 1, 2006 John Parise |
Meet the Family Using a family meeting approach can help your financial advisory clients avoid financial conflicts between the generations and can also help maximize the growth potential of your advisory business.  |
Financial Advisor July 2005 Bruce W. Fraser |
How To Successfully Select An Estate Planning Attorney In this litigious era, there's reason aplenty for having a formal process in place for selecting an estate planning attorney for your financial planning team and not leaving it, say, to a chance meeting of someone at lunch or a seminar who seems to fit the bill.  |
Financial Planning June 1, 2010 Gregory Salsbury |
A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions.  |
Financial Advisor June 2007 Andrew Gluck |
Affairs Of Estate Financial advisors who thrive in estate planning excel at helping clients identify their goals.  |
Investment Advisor April 2009 Lewis Schiff |
Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times.  |
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.  |
Investment Advisor August 2009 Tere D'Amato |
Expert's Corner: Time to Talk Insurance Advisors should make sure clients' insurance portfolios are in great shape because they may need them now more than ever.  |
Registered Rep. February 1, 2003 Susan L. Hirshman |
The Waiting Game Ideally, portfolios should be managed for tax advantages all year long, but since few investors are inclined towards such sustained attentiveness, the responsibility often falls squarely on the shoulders of the financial advisor.  |
On Wall Street May 1, 2010 Wendy W. Murphy |
Even Confident Investors Need Help After Major Life Changes We are lucky to be financial advisors, as we can surely make a difference in our clients' lives.  |
Financial Planning February 1, 2007 John J. Bowen |
Network Basics Financial planners should assemble a team of three core experts to meet the needs of their wealthy clients.  |
Investment Advisor October 2006 Susan L. Hirshman |
Eureka! Acquiring Affluent Clients Through CPAs: Unearthing wealth management opportunities in your financial advisory client's tax return.  |
Financial Planning October 2, 2007 Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients.  |
Financial Planning February 1, 2011 John Knowlton |
The Power of a POA Convincing your clients to see a lawyer and do the paperwork to designate a power of attorney may not be a financial planner's first responsibility, but it is an important one.  |
Financial Planning August 1, 2010 Scott Schutte |
Ditch the Declination As clients move past their accumulation years, risk management becomes even more critical to the defense of a solid financial plan.  |