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Financial Planning September 1, 2006 Suzanne McGee	The New High Net Worth Client Thinks Globally Wealthy, sophisticated baby boomers are accumulating multinational holdings, ranging from Mexican real estate to Belgian pension benefits. The plans they need are anything but routine.
Financial Planning September 1, 2009 Jim Grote	The Multinationals Cross-border financial planning can evoke an aura of sophistication and romance. But the reality is more about the technical aspects of immigration, tax, investments, risk management, employee benefits, estate planning and social insurance between countries.
Financial Advisor December 2009 Jeff Schlegel	Kings Of The Road Providing cross-border financial planning for expats can be tricky.
Investment Advisor July 2008 Melanie Waddell	Globalization Now It's not a question of if, but when, every advisor will embrace the reality that the world is shrinking. Are you ready?
Financial Planning May 1, 2007 Elizabeth O'Brien	Do Your Clients Want to Retire Abroad? Living overseas offers a sense of adventure and, often, a reduced cost of living. Yet most people -- and their financial advisors -- don't realize how much planning is needed to make the move a success.
Registered Rep. June 1, 2005 Ruth Halcomb	Across Borders Moving to a new country opens a Pandora's box of financial issues. Insurance, retirement income, tax planning and estate planning are all affected by a move. Financial advisors need to be ready to help.
Financial Planning February 1, 2013 Jim Grote	Practice Profile: Raoul Rodriguez Walters Raoul Rodriguez Walters planning practice specializes in the intricacies of financial migration.
Financial Advisor September 2004 Karen DeMasters	Retiring Abroad Financial questions become more complicated when two sets of tax codes, inheritance laws or health care regulations come into question, but the resources available to financial advisors are growing as the number of expatriate clients increases.
Financial Advisor February 2004 Gail Liberman	Coming To America Advisors may face new challenges from more foreign-born clients.
Investment Advisor July 2008 Savita Iyer-Ahrestani	Shrinking Planet Even as globalization has opened up the world of cross-border investing and money management, individuals will only be able to realize its full potential if countries support globalization with the right kind of regulatory systems.
Financial Planning July 1, 2013 Scott Wenger	FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers.
Financial Planning June 1, 2012 Dave Grant	To Grow, Think Small Niche marketing, by design, focuses on a small segment of the market. By choosing a smaller group to serve, you can become a specialist serving the needs of this population.
Financial Planning November 1, 2008 David E. Adler	The Yanks Are Coming! The credit crunch in the United States is usually blamed for the sudden and severe economic contraction in the United Kingdom, lamented as the worst economic crisis to face Britain in 60 years. But this hostility does not extend to the U.S. financial planning industry.
Financial Planning January 1, 2007	Movers & Shakers 2007 These eight leaders are shaping the future of the financial planning industry. Ben Coombs, industry founder and founder of Petra Financial Advisors... Aaron Coates, partner, CIO, CCO, Compass Wealth Advisors... etc.
Financial Advisor August 2005 Eva Marer	The Recruiting Gap Demand for top young talent has outstripped supply, and that has some independent advisors worried about the future of the financial advisory profession.
Financial Planning March 1, 2008 Elizabeth O'Brien	Your Network of Experts Forging ties across disciplines can improve your client service and give your practice an edge over the competition.
Financial Planning March 1, 2011 Donna Mitchell	Staffing: The Next Generation Early in the life cycle of a financial planning firm, once it grows beyond a few seasoned principals, comes the day you hire your first new young associate planner. It's an important step for your firm, and for the profession.
Financial Planning January 1, 2005	Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc.
Financial Planning September 1, 2010 Marc Freedman	Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises.
Financial Planning February 1, 2005 Ed McCarthy	The Next Generation of Advisers (and the Problem with Uncovering Them) There's still no tried-and-true path for those entering the financial planning profession.
Financial Planning August 1, 2012 Dave Grant	New Kids in the Field Fee-only RIA firm owners and tenured financial planners younger than 30 are ready to move the planning profession forward and are in a strong position to do so.
Financial Planning November 1, 2006 Daniel B. Moisand	Keep Standards High Financial planning is surprisingly under-regulated. The rules that do exist apply primarily to subset disciplines. As a result, all planners are regulated but no one really regulates planning.
On Wall Street September 1, 2012	Five Questions with Stephen Brobeck The executive director of Consumer Federation of America discusses boosting financial literacy and the Dodd-Frank law.
Registered Rep. December 1, 2006 John Churchill	Of Two Minds An internecine argument at the FPA gets to the heart of one of the industry's more vexing problems: Should brokers be able to position themselves as financial planners?
Financial Planning October 1, 2012 Ann Marsh	Realms Of Influence: Financial Planning's Influencer Awards to Six Outstanding Advisors Financial Planning's annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights.
Financial Planning July 1, 2013 Katie Kuehner-Hebert	Quitting Your Job? Create an Exit Strategy Advisors considering a change of venue need a game plan and a clear sense of who owns their client relationships.
Finance & Development March 1, 2002 Gerd Hausler	The Globalization of Finance Financial globalization has brought considerable benefits to national economies and to investors and savers, but it has also changed the structure of markets, creating new risks and challenges for market participants and policymakers...
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
Investment Advisor February 2008 Angela Herbers	Barring the Door How to stop training your (future) competition.
Investment Advisor March 2006 Angela Herbers	The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm.
Financial Planning January 1, 2006	2006 Movers & Shakers These eight professionals are shaping the future of the financial planning industry: Jim Barnash... Michael Kitces... Richard Lee Jr... Kyra Morris... Lou Stanasolovich... etc.
Financial Advisor September 2004 Tracey Longo	7 Sins Of Bad Business Planning Correcting these bad business practices might make your financial firm seem like heaven.
Financial Planning January 1, 2007 Elizabeth O'Brien	The Other Diversification Financial planners take steps to increase minority participation in the industry.
Financial Planning February 1, 2013 Dave Grant	Start a Mentoring Program To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself.
Financial Advisor February 2007 Roy Dilberto	Establishing Trust In Financial Planning For large wirehouses, they need to understand that business is not leaving them and being transferred to independent advisors because of the fee structure. It is because most of these people are registered as investment advisors and follow the spirit as well as the letter of the fiduciary relationship.
Financial Advisor July 2006	Frontline News FPA Members Support Fiduciary Standards... NAPFA Honors Bradley For Exemption Stance... Focused On The Top, Focus Grows Again... Planners Stay Happy Despite Earnings Decline... etc.
Financial Planning April 1, 2005 Donald Jay Korn	2010: The Skills You'll Need How you communicate will matter more than what you know in the future for financial planners.
CFO June 1, 2011 Alix Stuart	Making the Leap As more midsize companies explore overseas M&A options, a little caution can go a long way toward ensuring success.
Financial Planning July 1, 2006 Donald Jay Korn	What's in it for YOU Broker-dealers are ramping up their recruiting efforts and courting top planners. Here's what they're looking for -- and what they're putting on the table.
Commercial Investment Real Estate Jan/Feb 2015 Stanton et al.	Global Outreach Cross-border deals are driving commercial real estate activity worldwide.
Financial Advisor June 2009 Roy Diliberto	Sharing The Wealth The key to growth and firm longevity is offering ownership opportunities to valuable employees.
Investment Advisor March 2008 Maya Ivanova	The Right Match To meet the needs of aging clients, advisors need to be educated and responsive.
Investment Advisor December 2005 Bob Clark	Clark at Large: Professional Courtesy Can financial planners become professionals? After the first 25 years, the jury's still out.
Financial Advisor November 2007 Karen DeMasters	Fanning The Flames The Foundation for Financial Planning has been a bucket brigade that gets planners in touch with those in need -- not just of money, but advice.
Investment Advisor September 2007 James E. Kearney	No Rest for the Planning Industry It's important for the profession to take a three-pronged approach to financial literacy: advancing the profession; educating the public; and growing planners for the future.
Financial Planning December 1, 2007 Joel P. Bruckenstein	2007 Software Survey For financial planners: What you're using, what you're not -- and how the right programs can improve your efficiency.
Investment Advisor May 2008 Mark Johannessen	Embracing Change on Our Own Terms Given the recent announcement by the Treasury Department of an ambitious reform package for the financial services industry, financial planners have no choice but to prepare for change.