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Financial Planning June 1, 2008 Martin M Shenkman	Protect the Weak Chronic illness affects every aspect of wealth management. Because these matters are so important, you'll have to work through any discomfort about addressing these issues.
Financial Planning August 1, 2010 Martin Shenkman	Not Fade Away Planners must care because the aging population brings with it great incidences of chronic illnesses and every aspect of planning is affected.
On Wall Street May 1, 2012 Lorie Konish	Counseling Clients Through Mental Illness Wealth planning for families coping with mental illnesses requires a lot of attention around estate plans and supplemental and special needs trusts to ensure affected family members are cared for.
Financial Advisor June 2012 Jeff Schlegel	The Case For Special Needs Planning for the disabled can be a tricky -- yet rewarding -- practice area for advisors.
Financial Planning August 1, 2012 Ann Marsh	Planners as Heroes Honors for planners who represent the profession as a whole and care for people at all levels and walks of life
Managed Care December 2003 Martin Sipkoff	Health Plans Begin To Address Chronic Care Management As with so much else in health care, observing protocols, analyzing data, and rethinking benefit designs are important.
Financial Planning September 1, 2013 Samantha Allen	Longer Lives, Higher Costs: Is Your Firm Ready? As boomer clients head into their 70s and beyond, advisors must become geriatric specialists to handle a complex set of new demands.
Registered Rep. May 20, 2014 Alan Lavine	Should You Buy a Critical Care Rider? More than 10 insurers, including American General, Prudential and Nationwide Guardian, have added chronic illness riders to their life insurance policies, according to published reports.
Registered Rep. March 1, 2006 Gresham & Gresham	Prime-Time Risks Getting clients and prospects to confront difficult issues is never easy, but absolutely necessary. Here is a risk inventory checklist financial advisors can use to address the subject.
BusinessWeek January 17, 2005 Carol Marie Cropper	Keeping Your Job When You're Ill Federal laws provide sick workers with some protection, but you need to play your cards carefully.
Financial Planning April 1, 2008 Schroeder et al.	Long-Term Care Redefined As clients live longer, they increasingly need forms of assistance that aren't adequately covered by long-term-care insurance, and the cost of such assistance could easily torpedo the best-laid retirement and estate plans.
American Family Physician January 15, 2003	Health Problems and Your Sex Life People with chronic illnesses can feel tired and depressed a lot of the time. They may have pain, stiffness, or trouble sleeping. They may need medicines or other treatments that affect their sex life.
Nurse Practitioner March 2012 Baumann & Dang	Helping Patients with Chronic Conditions Overcome Barriers to Self-Care Here are approaches nurse practitioners can use to reduce or eliminate barriers to self-care in adults with chronic conditions.
Financial Advisor January 2012 Ben Mattlin	Health-Care Contingencies These days, retirement planning isn't complete without a healthy dose of health-care planning.
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.
American Journal of Nursing October 2005 Charlotte Thomas-Hawkins	Self-Management of Chronic Kidney Disease Effective management of this disease requires the patient to be the principal illness manager and this skill requires the nurses guidance and support.
On Wall Street January 1, 2011 Mike Byrnes	Pulling Out All Stops Since 2008, the financial services industry has taken a beating-not just in assets under management and performance, but in reputation, as well.
Financial Advisor March 2012 Bernie Clark	The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
Registered Rep. March 1, 2005 Mark Feffer	The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans.
Registered Rep. April 1, 2006 Gresham & Gresham	The Rewards of Risk Review One thing that everyone should agree on is the need to take a good hard look at the risks a financial advisor can help clients deal with financially, from the risk of having to pay damages in a lawsuit to the risk of outliving their resources.
Financial Planning July 1, 2007 Suzanne McGee	Serving Small Business Forging solid relationships with small-business owners gives financial planners a chance to grow with clients.
Financial Planning May 1, 2011 Martin Shenkman	Caring for Your Client When clients are elderly or chronically ill, including a care manager on the team can provide considerable expertise and benefit both a client and the family.
American Family Physician July 15, 2000	AFP 50 Years Ago This feature, titled "Emotional Problems of the Chronically Ill," is reproduced from the December 1950 issue of GP.
American Family Physician December 15, 2000	When You Are the Caregiver You're a caregiver if you give basic care to a person who has a chronic medical condition. How can I tell if caregiving is putting too much stress on me?... Why is caring for someone with dementia (Alzheimer's disease) so hard?... etc.
Financial Planning October 1, 2012 Miriam Rozen	The Ultimate Deadline: Planners Who Deal With Clients With A Fatal Illness A financial planner with a client with a fatal illness needs to engage in hand-holding and some gentle pushing.
On Wall Street June 1, 2013 Braswell & Konish	Leaders: Ranking the Top Wirehouses and Regional Broker-Dealers This year, the leading wirehouse and regional wealth management firms took the steps necessary to ensure they reap rewards as markets hit new highs.
Managed Care August 2005	NCQA Compares Plans On Chronic Disease The National Committee for Quality Assurance plans to offer a snapshot based on its well-known HEDIS report that it hopes will let employers and workers get a quick, but comprehensive, view of how health plans handle four chronic diseases.
Managed Care September 2007 Jaan Sidorov	Does the Chronic Care Model Signal Big Changes for DM? The pros and cons of disease management programs and the Chronic Care Model weigh heavily, but ultimately, a melding may benefit patients and primary care physicians.
American Family Physician October 15, 2005 Coleman & Newton	Supporting Self-Management in Patients with Chronic Illness Family physicians can support patient self-management by structuring patient-physician interactions to identify problems from the patient perspective, making office environment changes that remove self-management barriers, and providing education individually and through available community self-management resources.
On Wall Street November 1, 2011 Elizabeth Wine	The Unfaithful Client Cheating on a financial advisor is a known, but frowned-upon client practice. But new research says that it has been gaining traction among high-net-worth households since the market turmoil began in 2008, with many clients bolstering their stable of advisors.
On Wall Street March 1, 2011 Elizabeth Wine	Five Questions With Joseph F. Coughlin Joseph F. Coughlin, director of the MIT AgeLab, leads a research program aimed at understanding the behavior of the 45-and-older population. He talks about how advisors fall short in dealing with this demographic.
On Wall Street September 1, 2012 Elizabeth Wine	Financial Advisors Turn to the 401(k) Market for More Business Advisors look to 401(k) plans as fertile ground for business.
Investment Advisor June 2009 Lewis Schiff	The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services.
Investment Advisor April 2010 Lewis Schiff	The Affluentialist: The Challenges of Advising the Affluent Advisors need to focus on more than just assets with their very wealthy clients.
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.
Registered Rep. April 20, 2010 Kristen French	Merrill Won't Seek Growth Through Top Tier Advisor Hires Merrill Lynch plans to grow primarily by investing in current advisors and hiring rookies, said Merrill Lynch president of Global Wealth and Investment Management Sallie Krawcheck on Tuesday.
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.
American Family Physician December 15, 2000 Timothy F. Jones	Mass Psychogenic Illness: Role of the Individual Physician Mass psychogenic illness is characterized by symptoms, occurring among a group of persons with shared beliefs regarding those symptoms, that suggest organic illness but have no identifiable environmental cause and little clinical or laboratory evidence of disease...
Financial Planning December 1, 2011 John J. Bowen, Jr.	Strategies for 2012 and Beyond In these volatile times, you have an excellent opportunity to build relationships with high-net-worth investors who are actively looking for advisor alternatives. With that firmly in mind, here are some key strategies and tactics that will make a big difference over the next year and beyond.
Managed Care April 2001	U.S. Health Care 'Substandard,' Says IOM Report Managed care -- a whipping boy for all that is wrong with health care in the U.S. -- is not to blame for a badly fragmented system that provides incentives to treat acute episodes and not manage chronic illness, according to the Institute of Medicine's landmark report...
Registered Rep. December 3, 2013 Megan Leonhardt	Out From Under A rising market lifts many spirits, including advisor satisfaction with the firm that employs them.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
On Wall Street September 1, 2009 Helen Kearney	What Clients Want Now Clients are upset and they're voting with their feet. But instead of bemoaning your woes, you should view this as a time to prove your worth.
Financial Advisor June 2011 Timothy P. McGrath	Expect To Work Harder Advisors need to communicate with clients more and provide them with more active portfolio management.
Registered Rep. September 16, 2014 Alan Lavine	Sizing Up a Client's Lifespan If you have clients that are, by dint of lifestyle and demographics, bound to break the actuary tables for life expectancy, find additional income streams to ensure they don't also outlive their money.
Financial Planning June 1, 2009 Richard "Mac" Hisey	"Other" Crises Whether because of job loss, divorce, long-term illness or the death of a spouse, your clients regularly deal with crises that throw their personal lives into a tailspin and, potentially, their finances into disarray
Financial Advisor May 2008 David J. Drucker	The Inconvenient Truth About Health Insurance Health insurance has become one more area of planning that finds itself on a growing list of risks advisors aren't adequately addressing in their clients' financial plans.
Registered Rep. April 15, 2009 Kristen French	Bank of America Launches Client Referral Program It's one of several referral programs the bank is putting together as part of its integration with Merrill Lynch, including one that would offer leads from the commercial banking division to certain Merrill Lynch advisors.
Financial Planning March 1, 2011 Roger Verboon	Succession Planning: Moving on Advisors excel at helping clients plan for the different stages of their lives. But when it comes to planning for stages of their own business lives-particularly the last one-many fail to take their own advice.
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.