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Registered Rep. March 1, 2005 Grove & Prince	In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.
Financial Advisor February 2005 Grove & Prince	Why This Business Is So Tough The first in a series of articles about the risks, rewards and challenges of being a wealth manager, as well as the ever-changing tools of the trade.
Financial Planning September 1, 2006 John J. Bowen	Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.
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.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
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.
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 October 1, 2006 Jim Grote	Clients Who Are Born Retired A Colorado financial advisor's insights on working with clients who have inherited wealth.
Financial Planning September 1, 2010 Marion Asnes	Real Wealth Wealth management is a study in anxieties, as advisors relate how even their multimillionaire clients are struggling to unload overpriced homes and pay astronomical college tuition bills. You have to wonder: What is wealth, anyway?
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 1, 2002 Ruth Halcomb	When Affluenza Strikes It can be every advisor's dream. But for those unprepared, it can become a nightmare. Lesson No. 1: The nouveau riche aren't like you or me. Emotions can run high as erstwhile family members and charities look for a chunk of their money; truly, handholding can become a huge part of your job.
Financial Advisor November 2006 Grove & Prince	Wealth Protection For The Affluent Here are the things wealth managers must know to keep their wealthy clients feeling secure.
Bank Technology News May 2006 Shane Kite	High-net-worth Service: Basic Training For Wealth Advisors Firms like SunTrust are pulling out all the stops to serve the rich, including mentors to help the advisory team deal with every aspect of wealth management, even family counseling.
Financial Planning January 1, 2007 John J. Bowen	It's a Coalition Effort Wealth management works -- that is, if everyone at your financial advisory firm works to make it happen.
Bank Technology News June 2009 John Adams	Madoff Backlash Increases Need For Self-Service Tools Bernie Madoff's journey to jail has had a lot of fallout, including effects on wealth managers who now have a new dynamic on their hands: scared clients with shrinking assets who've also lost faith in the wealth management profession.
Investment Advisor May 2009	Soapbox: A Modest Proposal for Wealth Managers Advisors should adopt a financial version of the Hippocratic Oath.
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.
Registered Rep. July 15, 2010 John Byrne	UBS Launches New Wealth Planning Unit Tony Roth, who previously ran the brokerage's private wealth management portfolio advisory group, has been named to lead the new division.
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.
Registered Rep. March 1, 2008	The Tools Make The Man Looks like there's quite a market for new wealth-management software tools.
Financial Advisor March 2004 Grove & Prince	Thinking And Acting Like A Wealth Manager It's the difference between offering products and providing solutions.
HBS Working Knowledge May 7, 2014 James Heskett	How Should Wealth Be Redistributed? Has wealth disparity become such a burden on society that democracy is threatened? The polarizing work of Thomas Piketty is considered and opens the floor for debate.
On Wall Street April 1, 2013 Donald Jay Korn	Ultra-Wealthy Wary of Trusting a Single Advisor While ultra-wealthy individuals tend to put their trust in wealth managers, the bad news is most tend to use multiple advisors.
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 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 2007 Grove & Prince	Identifying Wealth Protection Opportunities Here is a review of a blind case study focusing principally on the two elements of wealth protection -- asset protection and family security.
Investment Advisor June 2007 Steven T. Merkel	Today's Wealth Manager Just like anyone can call themselves a "financial planner," any firm can represent themselves as being "wealth management" caliber. So how can you distinguish yourself among all the competition?
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 April 2004 Grove & Prince	Creating A Wealth Management Team Team members are competitive, but that shouldn't hurt their service.
Financial Planning November 1, 2009 John J. Bowen Jr.	Getting the Right Help Financial services firms aren't doing enough to support the transition to wealth management.
Registered Rep. June 1, 2006 Tami Kamin-Meyer	It's Not Just About the Money A fourth-generation financial advisor found a solution to help clients get their personal lives sorted out. He realized that people needed to think differently about their money and to lay out what it is that is important to them.
Registered Rep. November 2, 2015 David H. Lenok	A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder?
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.
Financial Advisor March 2012	Women To Advisors: Understand Our Needs Various surveys of late have painted a picture that women's financial needs aren't being met by the advisory industry.
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 October 2011 Roy Diliberto	Rules Of Dumb Some advisors use rules that dumb down our profession.
Registered Rep. March 7, 2012 Charles Paikert	Community Banks Betting On Wealth Management Bruised by the financial crisis and no longer able to make much profit on loans and deposits, regional banks are looking to bolster their businesses by managing money for the affluent.
Investment Advisor October 2007 K. McBride & K. Stapleton	Birds of a Feather More than ever, the professional associations that cater to financial planners and advisors are having a meaningful impact outside the planning community itself, among consumers, in the courts, and on Capitol Hill.
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 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.
Investment Advisor May 2010 Ron Pechtimaldjian	The Hartford Has Big Plans for Wealth Management and RIAs Hartford Financial Services Group Inc. is reorganizing into insurance, annuity, and wealth management businesses.
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 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.
Registered Rep. November 1, 2005 John Churchill	Doing More With What You've Got Despite increasingly fierce competition for the wealthiest clients, those with practices focused on the high-net-worth segment expect their practices to grow significantly in the coming years, according to a survey.
Financial Planning October 1, 2009 John J. Bowen Jr.	Success on Purpose The right practice framework is essential to reaching success in the financial advisory industry, and the most important aspects of this framework fit into seven categories.
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 Advisor February 2004 Grove & Prince	Learning More About Clients With the Whole Client Model How to find out what you need to know about a financial planning client.
Financial Planning October 1, 2011 Martin Shenkman	Star Power When your clients are celebrities or athletes, estate planning takes on new dimensions. While every client is unique, star power brings with it several unique issues that change the entire planning process, creating new risks as well as new opportunities.
Registered Rep. June 15, 2015 Ryan W. Neal	Markets Push Rise In Wealth; New Money Is Scarce North America is still the largest and most developed wealth market in the world, with wealth growing 5.6 percent in 2014.
Financial Advisor April 2005 Grove & Prince	The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management.