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On Wall Street
February 1, 2013
Denise Federer |
Guiding a Client's Moral Legacy An ethical will can ensure the positive impact of your client s life on future generations.   |
Registered Rep.
February 25, 2014
John Kador |
The Rep's Guide to Ethical Wills Advisors who can assist clients with the transfer of their intangible legacy as well as the transfer of their material assets will reap the benefits of better serving their existing clients and the inheritors of the legacy. |
Investment Advisor
December 2006
Olivia Mellan |
Gone, but Not Forgotten When clients are contemplating the kind of legacy they want to pass on to their family, to society, or to a certain charitable cause, consider helping them to take stock of their deeply cherished values, beliefs, and life goals before they focus on the financial aspects of legacy transfer. |
Investment Advisor
October 2010
Olivia Mellan |
A Willful Purpose There's more to life -- and death -- than money. A purposeful will embodies and affects the transfer of a client's emotional legacy along with financial wealth. |
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? |
On Wall Street
June 1, 2012
Denise Federer |
The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships. |
Investment Advisor
October 2010
Olivia Mellan |
The Role of Multigenerational Retreats Family retreats between generations of wealthy clients facilitate deeper communication, decision-making, and creation of an ethical legacy. |
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. |
Financial Planning
February 1, 2008
Jim Grote |
High Net Worth: Practice Profile: Successful Successions Unlocking family values and opening up communication are key to Barbara Culver's succession planning seminars. |
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
August 1, 2006
Deborah Levenson |
Practice Tips Easing the Burden: Here are seven tips for financial advisers to help clients of any age make life easier for those they leave behind. |
The Motley Fool
June 30, 2004
Dayana Yochim |
Write a Different Kind of Will An ethical will leaves your family with something more important than money. |
AFP eWire
April 7, 2014
Pena & Eustace |
Ethics Is Not A Game Of Jeopardy At the recent AFP International Conference in San Antonio, we turned ethical issues into a fun, and noisy game of Jeopardy and we had a full house. |
Financial Planning
November 1, 2005
Maureen Mohyde |
The New Generation Gap Estate planning is one of the most important steps your clients can take to help their families. Planning can help make things easier for everyone when difficult times arise. But a study shows parents are more at ease discussing their estate plans than their boomer children. |
Financial Advisor
November 2009
David J. Drucker |
Listening More, Talking Less With Barbara Culver's Purposeful Planning, the humanistic side of financial advice takes on a new dimension. |
Job Journal
November 14, 2004
Carole Kanchier |
Career Pros: A Question of Ethics Do you and your employer share the same moral values? Knowing your ethical boundaries as well as those of your organization is essential to working comfortably and with integrity. |
The Motley Fool
June 3, 2008
Dayana Yochim |
Write a Different Kind of Will Martin Kuritz's book, The Beneficiary Book: A Family Information Organizer, is a fill-in-the-answers guide that shows readers how to cross those financial t's and dot all the i's. But he also advocates a softer side of estate planning. |
Fast Company
September 2000
Fast Company |
My Favorite Bookmarks: Michael Krim Picks from the head of FinalThoughts.com |
Entrepreneur
October 2002
Chris Sandlund |
Trust Is a Must In the eyes of employees, investors, clients and the public at large, honesty is the only policy that will do. |
Investment Advisor
April 1, 2011
Olivia Mellan |
And the Pass Is Incomplete Baby boomers are scheduled to inherit $8.4 trillion from their parents -- but don't expect it all to go smoothly |
AFP eWire
July 10, 2013
Janice Gow Pettey |
A Quick Reminder on Why Trust Matters My new book, Nonprofit Fundraising Strategy (Wiley 2013), is intended to serve as a guide to ethical decision-making and regulation for nonprofits. There's a lot of ethical ground covered in this book provided by experienced practitioners who write each chapter. |
AFP eWire
September 20, 2010 |
Most Fundraisers Face Few Ethical Situations Four out of five charitable fundraisers encounter ethical challenges, situations or dilemmas once a month or less, according to a website survey by the Association of Fundraising Professionals. |
Registered Rep.
June 1, 2005
Gresham & Gresham |
Preparing for the End The family dispute and subsequent legal battle in the Schiavo case was ignited by the lack of written advance directives. Clearly, here is a place astute financial advisors can help protect their clients from unnecessary emotional and financial pain. |
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? |
National Defense
November 2011
Chris Raymond |
Ethical Leadership in a Global Marketplace Business has always been a contact sport. However, winning at any cost isn't winning at all. What's more, cutting ethical corners simply isn't necessary for the global defense industry. |
Entrepreneur
April 2005
Scott Bernard Nelson |
Trust Exercises Incentive trusts can get your heirs to jump through hoops for your money, but is one right for your family? Weigh the pros and cons. |
Job Journal
May 2, 2010
Peggy Klaus |
Ethical Behavior in the Workplace Was the economic meltdown caused by illegal activities or immoral practices? Do we apply a different standard of ethics in the workplace than we expect from each other in our private lives? |
Foundation News & Commentary
Sep/Oct 2005
Ridings et al. |
Building Strong and Ethical Foundations 2005 Annual Conference supplement: A New Look at Standards, Conflicts of Interest and Ethical Dilemmas |
National Defense
May 2015
Marillyn A. Hewson |
Trust Builds Value in Business Ethics Programs It helps to have a strong ethical culture. When these principles are embedded into your business environment, it's easier to quickly and transparently handle any issues that arise -- from providing guidance on difficult questions to mediating disputes. |
The Motley Fool
June 2, 2006
Dan Caplinger |
Estate Planning: Wills Depending on your wishes and the complexity level of your estate, a will can work well as your primary estate-planning document. |
National Defense
September 2015
Charles L. Szews |
Trust Plays Big Role in Corporate Culture In the defense industry, doing the right thing protects American lives and has national security implications. |
National Defense
June 2015
Sandra Evers-Manly |
An Ethical Culture: Own it, Live it, Lead it Anyone involved in ethics and compliance within the defense industry should know that to be truly effective, a corporate ethics program requires more than a "check the box" approach |
CFO
October 1, 2002
Jeffrey L. Seglin |
Ethics: Good for Goodness' Sake What we mean when we talk about ethics. |
Fast Company
October 2003
Barbara Ley Toffler |
Five Ways to Jump-start Your Company's Ethics Want to make a real difference in your organization? That is going to take some hard, serious work. Here's where to start. |
The Motley Fool
November 27, 2006
Dan Caplinger |
Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve. |
Financial Planning
January 1, 2009
Martin M Shenkman |
Revisiting Clients' Plans The markets have continued their swoon and your clients are, understandably, shell-shocked. One way to contain the damage is to work on things that, unlike the market, can be controlled. |
Financial Advisor
May 2006
Karen DeMasters |
Life Decisions Among financial planners and estate consultants, conversations with clients about such issues of living wills, medical directives and medical powers of attorney, the consequences each of these might have for long-term care and estate planning, are becoming increasingly important. |
Foundation News & Commentary
Jul/Aug 2005
Neen Hunt |
Funding Ethics Scholarship Advances in science and research are producing ethical and legal issues, as well as opportunities for philanthropy to help address them. |
Financial Planning
January 1, 2006
Marion Asnes |
5 Questions An interview with Dan Moisand on the commencement of his one-year term as FPA president. |
National Defense
March 2011 |
Statement of Defense Industry Ethics In November 2004, after several months of in-depth review the National Defense Industrial Association finalized and published its Code of Ethics. Five years later in 2009, NDIA undertook to review, and, in a small number of ways made minor but we believe worthy revisions. |
HBS Working Knowledge
September 27, 2004
Stever Robbins |
The Leadership Attitude Leadership isn't about titles. It's about behavior. If you live your values, take care of your organization and its people, and step up to the plate with responsibility, you'll be a leader in the true sense of the word. Your title won't matter. |
Job Journal
August 31, 2008
Michael Kinsman |
Career Pros: Executives Set Ethical Standards By their example, management sets an organization's ethical compass. |
National Defense
April 2015
Dave Melcher |
Understanding the Value of Ethics Surveys A healthy ethical culture is a critical component of all successful businesses, regardless of size or complexity. |
Job Journal
May 21, 2006
Michael Kinsman |
Career Pros: Ethics Ought to Start at the Top If chief executive officers are only as effective as the people they surround themselves with, then doesn't it also follow that they are only as ethical as the people around them? |
National Defense
November 2004
Joe Reeder |
Association Unveils New Ethics Code for Industry The National Defense Industrial Association's Ethics Committee has developed a benchmark statement of industry ethics for companies to incorporate into their day-to-day business. |
National Defense
December 2012
Traci Thompson |
Effective Ethics Programs Come From the 'Middle' Without continuous executive team commitment for its code of conduct and ethics program, a company's effort to promote consistent ethical behavior can quickly lapse into a hollow, politically correct endeavor. |
HBS Working Knowledge
April 20, 2011
Sean Silverthorne |
Blind Spots: We're Not as Ethical as We Think Organizations can monitor how they are creating institutions, structures, and incentives that increase the likelihood of unethical actions, while individuals can "precommit" to intended ethical choices. |
Managed Care
July 2006
Michael S. Victoroff |
Guide to Critical Care Ethics Not Ready for Prime Time A potential useful volume on ethics in critical care falls short of expectations, often skimming the surface of important debates. |
Nursing Management
September 2005
Richard Hader |
How do You Measure Workforce Integrity? Behavioral hallmarks such as honesty, high ethical standards, and maintained moral principles define workforce integrity. Here, learn methods for integrating them into management practices. |
Fast Company
September 2005
Jennifer Vilaga |
Making the Higher Call Decisions, decisions: an ethics course that won't put you to sleep: Ethical Fitness Seminar at the Institute for Global Ethics. |
