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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
November 2006
Chris Blunt
Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
August 2008
Lewis Schiff
A Prospect With a Plan A prospect with an existing plan often presents opportunities. mark for My Articles similar articles
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. mark for My Articles similar articles
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.. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
October 2008
Kodialam & Adolf
Gold Medal You can deliver exceptional service throughout the client lifecycle. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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?" mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
February 1, 2011
Donald Jay Korn
Heir Loss Beneficiary problems can cause even the best financial plans to go awry. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
June 2007
Andrew Gluck
Affairs Of Estate Financial advisors who thrive in estate planning excel at helping clients identify their goals. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 2, 2007
Jack W. Callahan
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles