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Financial Planning February 1, 2011 Jim Grote	Internal Strength Anne Shumadine, one of three founders and now chairman of the board of Signature Financial Management, has successfully courted an exclusive client base that receives an enviable level of service through a 5-1 client-to-staff ratio.
Financial Planning February 1, 2010 John J. Bowen Jr.	Moving Upmarket Thinking about upgrading to a family office? Here are five things you should know about the ultra-affluent market.
Financial Planning November 1, 2007 John J. Bowen	Advanced Planning Basics Here's an overview of what it means to offer advanced planning -- and how best to provide those services to your clients.
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?
Investment Advisor January 2007 Susan L. Hirshman	Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations.
Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.
Financial Planning January 1, 2010 John J. Bowen Jr.	Beyond Investments Your affluent clients want help protecting, enhancing, transferring and donating their wealth. Are you ready to meet their needs?
Registered Rep. November 22, 2011 Charles Paikert	Nagging `NextGen' Problem: Protecting the Inheritance In addition to wealth managers' concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won't even be able to hold on to their inheritance in the first place.
Financial Planning October 2, 2007 Suzanne McGee	Higher and Higher Today, there are more than 9 million Americans with at least $1 million to invest. Even for the best-prepared and best-educated advisor, a time may come when they need to consider whether continuing to work with their ultra-affluent client is in the best interests of both parties.
Investment Advisor April 2008 James J. Green	Deep Bench To offer wealth management services efficiently, you need strong performers in your corner.
Registered Rep. September 1, 2005 Grove & Prince	Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors.
Financial Advisor April 2004 Grove & Prince	Creating A Wealth Management Team Team members are competitive, but that shouldn't hurt their service.
Registered Rep. September 1, 2004 David A. Gaffen	Clean Machines Not all of these Top 50 Advisors have spotless records, but their ability to build such huge practices speaks to how astute they are in avoiding the sorts of complaints that can bring an advisory to its knees.
U.S. Banker January 2010 Steve Garmhausen	Going Wild for Overlay Banks are winning over affluent clients with a wealth management approach that can maximize long-term profits while minimizing tax bills.
Financial Advisor December 2006 Grove & Prince	The Wealth Protection Process Knowing what to do is one thing; knowing how to do it -- and to keep it done -- is where the financial advisor shines. This is the second in a three-part series on the growing area of affluent wealth protection services.
Financial Advisor January 2006 Grove & Prince	Key Mistakes Of New Wealth Managers Wealth management is a serious decision for advisors that can be disruptive to their business and difficult to implement. Future generations of advisors can benefit by using these findings to build skills, reorient focus and settle in to the role of wealth manager.
Registered Rep. October 18, 2011 Charles Paikert	Freedom From Wealth: Heavy Hitters Offer Game Plan For High Earners "Freedom from Wealth" is at its best when it clearly lays out exactly how families should approach the wealth that they have, including what they want it to be for and how they should go about managing it.
Financial Planning September 1, 2011 Scott Schutte	Suddenly Wealthy Newfound wealth may bring a major life change for clients, often stirring a range of complex emotions.
Financial Planning March 1, 2008 John J Bowen	Getting an Edge For many financial advisors, the choice to offer wealth management services isn't easy. They wonder if wealth management is really worth it. The answer is yes.
On Wall Street July 1, 2009 Pamela Rosenau	Some Clients Crave Comfort Investing The essential part of our process is getting our clients comfortable with the investment process and making sure that they have true staying power with their commitments to each asset class.
Financial Advisor July 2005 Raymond Fazzi	Defining Wealth Management The term "wealth manager" has provided more sizzle than clarity in recent years, as more and more advisors have adopted the name as they transition to more comprehensive practices geared toward affluent clients.
Financial Planning February 1, 2007 John J. Bowen	Network Basics Financial planners should assemble a team of three core experts to meet the needs of their wealthy clients.
Financial Planning May 1, 2011 Scott Schutte	The Kids Are All Right (Maybe) Countless studies find that family fortunes often dwindle away by the end of the second generation. I wonder how many of those families, with the help of a capable advisor, could have preserved the legacies previous generations built so painstakingly.
Financial Advisor November 2008 Joseph J. Cohen	Harness Giving Talking with your clients about their philanthropic pursuits and how they go about them should take place in the context of a larger discussion about their overall long-term desires for their wealth.
Financial Planning October 30, 2006 Drucker & Bruckenstein	Practice Management International Bahrain-based financial advisory firm The Family Office grapples with growth as it serves wealthy families in the Middle East.
On Wall Street January 1, 2013 Mira Fine	Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone.
Investment Advisor April 2009 Lewis Schiff	Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times.
Wall Street & Technology February 15, 2007 Cory Levine	Dow Jones Launches Wealth Manager Web Site The Content Technology Solutions division of Dow Jones has launched a Wealth Manager Web site that aggregates news feeds and presents wealth managers with reasons for making contact with clients.
Investment Advisor July 2006 Robert F. Keane	Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has.
Registered Rep. November 1, 2004 Will Leitch	The Advisor as Traffic Cop As high-net-worth investors spread their assets around more liberally, they are finding themselves in need of a traffic cop -- a central advisor who can sit in the middle of all the financial activity and make sense of it all.
Financial Advisor November 2005 Monroe D. Diefendorf	Thinking In 3-D New standards and guidelines, along with curriculum and professional designations, will be created to address the needs of our 21st century clients. 3 Dimensional Wealth Planning may help the industry meet challenges.
On Wall Street June 1, 2011	The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more.
Registered Rep. January 26, 2011 Charles Paikert	Separation Anxiety: Splitting Personal Wealth From The Family Business Managing personal wealth inside an operating company is hardly ideal. It may, in fact, be detrimental to the long-term interests of both the family and the business.
Registered Rep. February 1, 2006 Russ Alan Prince	Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market.
Registered Rep. April 1, 2007 Kevin McKinley	Financing Tomorrow Here's why and how you should use your skills to foster money harmony between generations, and ensure a position as the family's primary financial advisor today and tomorrow.
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.
Investment Advisor October 2005 Melanie Waddell	The Playing Field: Welcome to the Family Becoming a wealth manager is not quite as easy as it looks. But the mid-tier millionaires are underserved, so honing skills and capturing some of them as clients should be on every financial adviser's list.
Investment Advisor November 2006 Kara Stapleton	Dow Jones Combines CRM and News In the race to develop a service for financial advisors that combines content and client communications, Dow Jones is the latest to market with the launch of Dow Jones Wealth Manager Web Services.
Financial Advisor May 2004	Dow Jones Launches Wealth Manager Product Dow Jones Wealth Manager enables advisors to build deeper relationships with clients and prospects through communication and assists firms in increasing total assets under management, the company says.
Registered Rep. June 1, 2006 Kristen French	The Wealth Management Quest Are you really a wealth manager? Do you know what the phrase really means? It pays to know, because a new compensation report shows only 8% of advisors -- across all business channels -- actually fit the bill.
Investment Advisor November 2006 Chris Blunt	Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks.
Financial Planning August 1, 2008 John J Bowen Jr	Wide-Angle Lens Too many advisors focus almost exclusively on their clients' investments and ignore a number of other important areas.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Financial Advisor September 2006 Jeff Schlegel	Back To The Future Founded in 1932, financial advisory firm Harold C. Brown & Co. embraces its past but changes with the times.
Financial Advisor January 2004 Grove & Prince	Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client
Financial Advisor March 2005 Grove & Prince	Know Thy Clients This is the second in a series of articles about the risks, rewards and challenges of wealth management, as well as the ever-changing tools of the trade.
Financial Advisor August 2007 Grove & Prince	Corporate Executives Need Special Treatment Corporate executives can bring important growth opportunities to their advisor -- a long-term relationship filled with changing needs and expanding wealth, and access to their colleagues who may have similar needs and priorities.
Registered Rep. December 1, 2002 Walter H. Zultowski	Who Wants a Wealth Manager? Are potential clients excited about the prospect of receiving wealth management services? And of those who are, what characteristics do they share? Phoenix, which specializes in this market, set out to answer these questions in a survey of the high-net-worth population.
On Wall Street April 1, 2013 Denise Federer	Facilitating Family Meetings Getting clients together as a family unit not only helps build wealth, but also cohesiveness.
Registered Rep. November 1, 2010 Charles Paikert	Upstart M&T Bank Takes Over Venerable Wilmington Trust The wealth management business got a new, but unexpected major player today: M&T Bank Corp. of Buffalo, which has agreed to buy Wilmington Trust Corporation for $351 million.