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Financial Advisor
June 2007
Karen DeMasters |
The Blind Spot Financial advisors sometimes must deal with clients' prejudices.   |
Financial Advisor
May 2007
Bruce W. Fraser |
When Clients Divorce When faced with divorcing clients, financial advisors can lose two clients, retain one or both. Which will you experience? |
Investment Advisor
December 2007
Lewis Schiff |
Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team. |
Registered Rep.
June 1, 2004
Anne Field |
The Great Divorce Handled right, divorces can be a new positive for the advisor: In most of the cases one advisor has encountered, she's ended up keeping both exes in the fold after the split-up. |
Registered Rep.
March 1, 2006
Lynn O'Shaughnessy |
Collaborative Divorce A bitter divorce can be hard on everybody, including a financial advisor. As husband and wife try to inflict emotional and financial damage on one another, their advisor may be caught in the middle. But there is a better way -- collaborative divorce. |
Financial Planning
August 1, 2009
Karen Lee |
A Fine Line If we really want to serve our clients, we have to be willing to dig a little deeper. We must be ready to go beyond the facts and numbers, into our clients' psychology about money, to give them a fighting chance at financial success. |
Registered Rep.
May 1, 2006
Janet Arrowood |
Addition by Division Advisors need to be at the top of their game when working on insurance coverage in divorce proceedings, because people often behave badly when the talk turns to money. |
Financial Planning
July 1, 2012
Janice Fioravante |
Secrets and Lies Advisors' burdens often center on the deceptions, frauds and blunders wrought by their own clients. |
Financial Planning
August 1, 2012
Donald Jay Korn |
Split Decisions A fundamental fact of divorce is that it realigns relationships. When their clients divorce, financial planners must make sure they promptly and clearly redefine their own relationships with those clients. |
Financial Advisor
January 2006
Karen DeMasters |
Sudden Wealth, Sudden Mess? Windfall recipients may need special handling by financial advisors -- and maybe a kick in the pants. Done right, that relationship can translate into a multigenerational client. |
Financial Planning
October 1, 2010
Jim Grote |
Split Decisions Mark Hill has used his expertise in divorce planning to build his wealth management practice. |
Investment Advisor
October 2009
Lewis Schiff |
The Affluentialist: Beyond the Numbers The more intricate the financial and personal lives of clients, the more likely clients will ask for non-financial advice. |
Salon.com
October 4, 2000
Jennifer Foote Sweeney |
Pluck and circumstance Judith Wallerstein makes a case for marriage, and on rare occasions, a healthy divorce... |
Financial Advisor
November 2009
David Lawrence |
Different Light Two recent conferences look at economic pressures on advisors, but from different perspectives. |
Financial Advisor
January 2005
Eva Marer |
Progress In The Profession Margaret Chow Stanner is one of the women who blazed a trail in the financial advisory field that others are now following. |
Investment Advisor
June 2007
Olivia Mellan |
Turn, Turn, Turn Even when life's changes are good, coping with them can be daunting for you and your financial advisory clients. Here are some examples to help guide you in easing your clients' transition to new ways of life. |
Registered Rep.
November 1, 2002
Ruth Halcomb |
When Affluenza Strikes It can be every advisor's dream. But for those unprepared, it can become a nightmare. Lesson No. 1: The nouveau riche aren't like you or me. Emotions can run high as erstwhile family members and charities look for a chunk of their money; truly, handholding can become a huge part of your job. |
Financial Planning
October 1, 2011
Ilana Polyak |
The Influencers When we sat down to decide which nominees deserved to win in each category in the magazine's second annual Influencer Awards, we found we had far too many worthy contenders. |
Registered Rep.
March 9, 2012
Jerry Gleeson |
Puzzling Over New Questions on CFP Exam There's always a bit of anxiety in the air when financial advisors study for the rigorous Certified Financial Planner exam, but the version of the test that's coming next week may be accompanied by more than the usual share of worrying. |
Financial Planning
May 1, 2013 |
Ameriprise's Don Froude: 'Take Care of My Family' For the head of Ameriprise Financial s Personal Advisors Group, the ultimate compliment is to have a client turn to his planner in time of crisis. |
Financial Planning
October 1, 2013
Miriam Rozen |
How to Tap Divorce Attorneys for Work Some advisors spell opportunity D-I-V-O-R-C-E. Here are their tips for working the breakup. |
Financial Advisor
March 2005 |
Frontline News AICPA Joins FPA In Opposing Exemption For Brokers... Heads Roll At CFP Board As Up To 25% Of Staff Gets Axed... American Express Spinning Off Advisors Unit... Board Of Standards Disciplines 23... etc. |
Financial Planning
November 1, 2008
Martin M Shenkman |
Breakup Checklist Divorce can have a major impact on estate planning. What can you do to help clients through the divorce meat-grinder, get them back on their feet financially and safeguard their estates from the ravages of divorce? Plenty. |
Registered Rep.
May 1, 2005
Kristen French |
Go to the Head of the Class This financial advisor and winner of an Outstanding Broker Award for 2005 loves learning, and his clients love him for it. |
Financial Planning
August 1, 2006
Donald Jay Korn |
Daunted by Designations? As the number of expert designations heads toward triple digits, financial planners must decide which -- if any -- they really need. |
Registered Rep.
June 16, 2011
Jerry Gleeson |
CFP: Financial Plans' Peace of Mind Loosens Purse Strings, Too Financial plans are considered a wise investment for households, but can they save the national economy? |
Registered Rep.
April 11, 2014
Diana Britton |
Is the CFP Board Losing Credibility in the Eyes of Advisors? WealthManagement.com surveyed 321 CFP holders and found that one-third believe the recent scandals detract from the perceived value of the designation. |
Financial Advisor
August 2012
Eleanor Blayney |
Playing By The Rules Advisors need to make important changes in how they communicate with and advise women. |
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. |
Financial Planning
February 1, 2012
Ingrid Case |
Fighting Back Balance Point Divorce Funding of Beverly Hills, advances divorcing spouses money to pay household expenses, lawyers, forensic accountants and other professionals. In return, the firm takes a share of the larger settlements its clients hope to win. |
Registered Rep.
December 4, 2014
Diana Britton |
Investors Prefer Holistic Advice, CFP Board Says Contrary to the prevailing belief in this industry that it pays to focus on a niche market, investors actually prefer to work with an advisor who can discuss all areas of their life. |
AskMen.com
June 10, 2003
Douglas Cooney |
Why Do Divorce Laws Marginalize Men? It seems that no matter who you talk to these days, someone knows of a man who came out of a divorce robbed and humiliated. And there is no end to how harrowing such stories get. |
Financial Planning
August 1, 2012
Miriam Rozen |
Early Lessons Many planners say the messages they deliver to clients about budgets, investing and setting priorities are based partly on lessons they learned at early jobs. |
Investment Advisor
February 2008
Angela Herbers |
Barring the Door How to stop training your (future) competition. |
BusinessWeek
April 16, 2007
Susan Berfield |
Does Your Marriage Need A Postnup? Postnuptial agreements can help ease tension as couples' fortunes change - and keep them out of divorce court. |
Financial Advisor
August 2010
David Lawrence |
The Art Of Collaboration Three leading advisory firms describe how they use teamwork in their practices. |
Financial Advisor
December 2011 |
Frontline News Investors Can Change Irrational Behavior... Tax Changes for 2012... The Certified Financial Planner Board of Standards launched a four-year, $36 million public awareness marketing campaign... more... |
Financial Advisor
July 2005
Lynn O'Shaughnessy |
A Kinder, Gentler Way To Divorce The financial impact of blowing a marriage apart can leave behind a lot of destruction. But collaborative divorce is gaining popularity as a way to ease much of the pain and suffering. |
