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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.   |
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.
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
October 1, 2010
Jim Grote |
Split Decisions Mark Hill has used his expertise in divorce planning to build his wealth management practice. |
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. |
Financial Advisor
November 2009
David Lawrence |
Different Light Two recent conferences look at economic pressures on advisors, but from different perspectives. |
Financial Advisor
August 2012
Jeffrey H. Rattiner |
Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce. |
Financial Advisor
September 2010
Caren Chesler |
Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors? |
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. |
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. |
AskMen.com
Michael Estrin |
Tips For A Financially Sound Divorce Here are some tips at different stages of a divorce that may help you put your financial standings in order before things get out of hand |
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. |
AskMen.com
October 15, 2000
Luis Rodrigues |
Divorce Planning: Limit The Financial Sting It is never easy for a man to deal with a failed marriage. It is a time where emotions run very high while important financial decisions need to be made: a lethal combination... |
The Motley Fool
July 2, 2004
Selena Maranjian |
Cost-effective Divorces Divorces often cost thousands of dollars -- but they don't have to. |
Financial Advisor
August 2010
David Lawrence |
The Art Of Collaboration Three leading advisory firms describe how they use teamwork in their practices. |
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.
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 Advisor
October 2005
Dorothy Hinchcliff |
Where Family Counts Taking a holistic approach to clients' needs has long been a priority at mother-daughter owned Aequus Wealth Management Resources. Life planning was something the firm did early on. |
The Motley Fool
October 30, 2006
Dan Caplinger |
Avoid the Boiler Room Some financial advisors know more about sales than they do about investing. Finding good financial advice is tough. Investors with little or no knowledge about their finances are extremely vulnerable to disreputable professionals. |
AskMen.com
Nick Kennedy |
Divorce Insurance Divorce insurance. You heard it right. Just when you thought payday lending was the sleaziest way to make a buck |
Financial Advisor
February 2008 |
Letters to the Editor "With Gay Marriage Comes Gay Divorce"... |
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
Terence Channon |
Personal Finance: Screw Her In The Divorce If you were blinded by love and didn't draft a prenup, there are a variety of very ethical and sensible tactics that you can employ to protect your stash. And if you execute them correctly, you might actually come out on top. |
Registered Rep.
September 1, 2004
Ruth Halcomb |
Solidifying a Client Marriage There are a number of reasons advisors need to understand prenups and the battles that may accompany them, but one stands out above the others: If a client loses assets in a divorce, his advisor usually loses them as well. |
Registered Rep.
August 17, 2010
Alan Lavine |
Insuring Clients In Divorce And Second Marriage State laws vary, but with a revocable trust, the person with a power of attorney typically cannot change the beneficiary designations on the life insurance policy. |
AskMen.com
Terence Channon |
Financially Prepare For A Divorce Here are some tips to financially prepare for a divorce and make sure you survive without any permanent monetary scars. |
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 Planning
August 1, 2009
Jim Grote |
Domestic Affairs Elaine King prepares her divorcee clients for (1) financial independence; (2) a well-planned estate; and (3) a family that is competent and comfortable with wealth. |
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
July 1, 2012
Janice Fioravante |
Secrets and Lies Advisors' burdens often center on the deceptions, frauds and blunders wrought by their own clients. |
Financial Advisor
November 2005
Karen DeMasters |
When Grandparents Raise Grandchildren Some financial advisors have developed an expertise in helping families work through the financial issues involved when grandparents are raising grandchildren. |
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. |
On Wall Street
June 1, 2010 |
Michelle Smith The Co-Founder and Managing Partner of family wealth management at Alexandra & James talks about her career path and her current management philosophy. |
ifeminists
May 6, 2007
Tony Zizza |
"Because It's The Right Thing To Do" Is it really fair to a faithful dog to automatically lose the love and presence of one of their human parents just because the parents choose to divorce? |
AskMen.com
August 5, 2001
Liz Wertman |
How To Divorce Like You Are Buying A TV By preparing, you will be able to make informed decisions that will put you in control of your divorce. You will be in a position to negotiate with your spouse and your lawyer with self-confidence... |
Financial Advisor
January 2007
Karen DeMasters |
Stop Signs Can you stop spendthrift financial advisory clients before they drive themselves to the poorhouse? |
AskMen.com
Nick Kennedy |
Lessons From Dennis Hopper's Divorce Nothing can reduce your personal wealth quicker than a divorce. |
Financial Advisor
September 2005
Bruce W. Fraser |
Through The Eyes Of Estate Planning Attorneys Attorneys and financial advisors are natural allies in the estate planning process, but if the relationship is not cultivated properly, it can deteriorate quickly. |
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. |
Entrepreneur
January 2010 |
Ugly Breakup The ravages of divorce can wreck your business. Here's how to avoid financial disaster. |
Financial Advisor
January 2004
Charles Stroller |
Advisor Sees Divorce Mediation Boom Dan Taylor says his new program will shake up the financial services industry. His Divorce Mediation Program grew out of his "desire to escape the stifling regulation and increased commoditization of the financial services industry." |
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. |
The Motley Fool
August 1, 2007
Selena Maranjian |
Divorce's Silver Lining We tend to think of divorce as the separating of two people, a relationship event. But it's also a major financial event, involving the separation of two people's assets. Emerge from the storm in better financial shape. |
Registered Rep.
April 2, 2014
Anne Field |
Suddenly Single Suddenly single clients can turn into a goldmine or a landmine for advisors, depending on how you handle the situation. |
Investment Advisor
February 2007
Susan L. Hirshman |
Prenups and Protection Although a number of financial planning aspects are key to a marriage, the prenup may be moving higher on some of your wealthier clients' priority lists. |
Registered Rep.
February 1, 2012
Kristen French |
Talk to Her: How to Keep Women Clients Nearly one-half of every financial advisor's book is controlled by women, but unless advisors learn the nuances of communicating with these clients, they could disappear at the drop of a hat. |
AskMen.com
Michael Hirsch |
How To: Create A Prenuptial Agreement If you're planning to get married, a prenuptial agreement is a good idea. Most guys don't know that a prenuptial agreement specifies what happens to joint martial assets, not only in the case of divorce, but in the event of death as well. |
U.S. Banker
June 2008
Karen Krebsbach |
Following a Vow of `I Do' With `OK, Now Sign Here' A recent poll shows that 49 percent of divorce-attorney members cited an increase in postnuptial agreements in the past five years. |
Inc.
June 2007
Daniel Akst |
Breakup Blues Protecting your business if you (or your kids) get divorced. |
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. |
