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Financial Advisor
June 2010
Andrew Gluck |
Advising Doctors As medical economics change for the worse, both physicians and their financial advisors are getting organized.   |
Financial Planning
July 1, 2011
Suzanne Sataline |
Code Blue? Many financial planners say their physician clients are fretting that they won't have enough money saved to retire on schedule, and that their savings won't hold through their elderly years. |
Financial Planning
March 1, 2011
Ann Brenoff |
The Personal Touch In 2009, Cathy Morrison left her job of 23 years as senior vice president of the High Net Worth Group at Roxbury Capital Management and opened her own firm to fill what she saw as a need in the industry-helping clients deal with all the financial services companies in their lives. |
Financial Planning
August 1, 2008
David A. Twibell |
House Calls Working with physicians can be rewarding, but to be successful, advisors need to develop the skills to tackle the unique problems facing doctors. |
CFO
September 1, 2007
Lori Calabro |
At Your Beck and Call Concierge plans offer the kind of health care Michael Moore would love -- if it were universal. But are they worth the out-of-pocket expense? |
Financial Planning
April 1, 2007
Suzanne McGee |
High Net Worth: Affluent Medicine If your financial advisory clients haven't discussed concierge healthcare with you yet, they may well do so very soon. Here's what you need to know. |
Financial Planning
December 1, 2012
Ingrid Case |
Let Me Help You With That: Concierge Services Help Advisors Concierge services help advisors strengthen existing client relationships and attract new ones. |
Managed Care
November 2002
Sharon Baker |
Applause, Catcalls Greet Retainer Medicine Proponents tout personalized care and easy access, and imply superior health care. Critics fear "elitist" practices. |
Financial Advisor
October 2004
David Drucker |
When Your Partner Is Your Spouse Do the traditional gender roles of the 1950s carry over to the office when husband and wife financial advisors work together? Here are three representative situations. |
Financial Planning
April 1, 2008
Ilana Polyak |
Aging Matters Welcome to the new world of financial advice, where planners aren't just tending to clients' portfolios and income distribution models anymore, they're also looking out for their health -- or at least making sure that someone is. |
BusinessWeek
April 23, 2009
Catherine Arnst |
Doctors' Pride: A Hurdle to Digital Medicine A forerunner in New England found that some physicians would sooner cut ties than see their elite status threatened. |
Managed Care
November 2003
John Carroll |
"Concierge Care" by Any Name Raises Ethical Concerns Medical directors at managed care organizations have been hard-pressed to come to a consensus on just how -- or whether -- this new wrinkle in the managed care business fits in. |
The Motley Fool
August 28, 2009
Brian Orelli |
Your Doctor Is Killing You ... Financially What the doctor does has a big effect on how much health care costs. |
AskMen.com
Tara Weiss |
Reasons Not To Become A Doctor There were once many rewards to being in the medical profession. For decades, doctors earned hefty paychecks, had autonomy and respect. Those benefits are fading, and as a result, so is the number of doctors. |
Pharmaceutical Executive
August 1, 2005
Lena Chow |
Docs of Shanghai They're short on status, pay, and respect, but China's young doctors hold keys to the world's fastest growing pharmaceutical market. |
