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Financial Planning August 1, 2011 Martin Shenkman	Conversation Starter What's the right way for an advisor to handle estate planning? Is there even one right way?
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.
Financial Advisor July 2005 Bruce W. Fraser	How To Successfully Select An Estate Planning Attorney In this litigious era, there's reason aplenty for having a formal process in place for selecting an estate planning attorney for your financial planning team and not leaving it, say, to a chance meeting of someone at lunch or a seminar who seems to fit the bill.
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.
Financial Planning May 1, 2013 Scott Wenger	Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities
Financial Planning February 1, 2013 Martin Shenkman	Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.
Financial Planning December 1, 2012 Ann Marsh	Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end..
Financial Planning November 1, 2012 Martin Shenkman	Preventing Client Abuse: Financial Advisors Are Vulnerable As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators who often target the elderly and those in declining health.
Investment Advisor November 2007 Lewis Schiff	A Lean, Custom Team for Today For ultra-high-net-worth clients, multi-disciplinary teams are more efficient, effective, economical, and they can uncover hidden problems -- or details -- in a client's financial life.
Registered Rep. October 29, 2015 Matt Oechsli	Financial Advisors Rock This doesn't diminish a CPA's or estate attorney's expertise, but it does provide a clear signal that the affluent perceive today's financial advisor as the quarterback out of all of these financial experts.
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 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?
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 December 1, 2010 John J. Bowen, Jr.	Team Player Many advisors have asked me for more specifics about expert teams-what they should look like and how best to build them.
On Wall Street April 1, 2012 Todd Colbeck	Helping Your Client Create A Legacy To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting?
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?
Investment Advisor April 2008 Susan Bradley	E Pluribus Unum When clients have a sudden change in their money situation, collaboration among their advisors is crucial.
Financial Planning May 1, 2008 John J. Bowen	The Right Ally Forming strategic alliances with the right professional advisors -- such as CPAs and attorneys -- is one of the best avenues for advisors to acquire additional high-net-worth investors.
Registered Rep. June 1, 2012 Anne Field	Courting Centers of Influence Getting referrals from COIs requires some strategy. Here's what worked for a few advisors.
On Wall Street November 1, 2010 Edmund G. Nasief	Becoming The Family's CEO Today, the client's agenda includes not only estate and retirement planning, but information on banking products, educating the next generation and other traditional and non-traditional activities.
Financial Planning April 1, 2013 Scott Wenger	Editor's Note: Teaming Up for Small Business As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value
Financial Planning March 1, 2012 Martin Shenkman	Planning for Lawyers Lawyers make great referral sources for planners. But dealing with them as clients is anything but simple.
Investment Advisor July 2007 Lewis Schiff	High Performance Collaboration Advanced-planning financial advisors needs more than technical expertise.
Registered Rep. March 28, 2012 Lena S. Rizkallah	TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement.
Financial Planning February 1, 2012 Ann Marsh	15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.
Investment Advisor February 2008 Angela Herbers	Barring the Door How to stop training your (future) competition.
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.
Commercial Investment Real Estate Jan/Feb 2012 Scott J. Kolb	Employment Evolution Commercial real estate jobs adapt to new market dynamics.
Financial Planning March 1, 2013 Martin Shenkman	Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.
Financial Advisor October 2010 Roy Diliberto	Solutions Looking For Problems As financial life planners, we need to be watchdogs for inappropriate advice that others suggest to our clients.
The Motley Fool November 27, 2006 Dan Caplinger	Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve.
Financial Planning May 1, 2012 Scott Wenger	New World, Be Brave Many investors with the means to buy low have been reaping gains. And there are new opportunities in real estate now for planners and investors with a discriminating eye.
Financial Planning September 1, 2012 Ann Marsh	Family Feud: Review Estate Plans Annually A bitter court dispute between a father and two of his children underscores how vital it is to review estate plans annually including tax provisions.
Financial Planning May 1, 2013 Ingrid Case	New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference.
Financial Planning August 1, 2009 Donna Mitchell	Earnings Rebound Financial advisors are making more money, putting more emphasis on education, and shifting their compensation schemes toward fees
Financial Planning May 1, 2006 John J. Bowen	Where the Clients Are For financial planners, client referrals are the chief source of qualified prospects, right? Maybe not, according to the latest research.
Financial Advisor January 2012 Gail Liberman	State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance.
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 April 1, 2013 Martin Shenkman	Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
Financial Planning May 1, 2007 Jim Grote	Learn by Teaching Chris White learns important financial planning lessons while instructing students on the certified financial planner curriculum.
Registered Rep. March 24, 2011 Jerry Gleeson	United Capital Buys $170M Advisor Practice Near Philly Just two months after it announced the acquisition of three RIAs with $2.2 billion in combined assets, United Capital said today it has bought another practice, Vantage Point Advisors in the Philadelphia suburb of Lower Gwynedd, Pa.
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.
On Wall Street November 1, 2012 Elizabeth Wine	10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death.
Financial Planning April 1, 2010 Martin Shenkman	Aging Matters An important point for estate planners to remember is that among individuals over age 85, about half have some form of cognitive impairment. This is extremely important to your clients, their families and you.
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.
Investment Advisor July 2010 Ray Sclafani	The High-Performance Coach: The Five Myths of Professional Networks Why you need professional advocates.
On Wall Street July 1, 2013 Todd Colbeck	Mining Your Professional Network Customize your approach to other types of professionals to increase your chances of getting referrals.
Financial Planning July 1, 2012 Martin Shenkman	The Human Factor Estate planning tends to focus on minimizing taxes, especially for high-net-worth individuals, but personal problems may be more pressing for some clients.
Financial Planning October 2, 2007 Elizabeth O'Brien	A Dynasty of One's Own When family wealth comes from a family business, the planning can get personal. Here's what financial advisors need to know.