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Financial Advisor
May 2007
Bruce W. Fraser |
When Clients Divorce When faced with divorcing clients, financial advisors can lose two clients, retain one or both. Which will you experience?   |
Financial Planning
October 1, 2013
Miriam Rozen |
How to Tap Divorce Attorneys for Work Some advisors spell opportunity D-I-V-O-R-C-E. Here are their tips for working the breakup. |
Registered Rep.
June 1, 2004
Anne Field |
The Great Divorce Handled right, divorces can be a new positive for the advisor: In most of the cases one advisor has encountered, she's ended up keeping both exes in the fold after the split-up. |
The Motley Fool
July 2, 2004
Selena Maranjian |
Cost-effective Divorces Divorces often cost thousands of dollars -- but they don't have to. |
Registered Rep.
March 1, 2006
Lynn O'Shaughnessy |
Collaborative Divorce A bitter divorce can be hard on everybody, including a financial advisor. As husband and wife try to inflict emotional and financial damage on one another, their advisor may be caught in the middle. But there is a better way -- collaborative divorce. |
Financial Planning
October 1, 2010
Jim Grote |
Split Decisions Mark Hill has used his expertise in divorce planning to build his wealth management practice. |
Financial Advisor
November 2009
David Lawrence |
Different Light Two recent conferences look at economic pressures on advisors, but from different perspectives. |
Financial Advisor
February 2008
Gail Liberman |
Postnups Gaining In Popularity Financial advisors should be more mindful of postnups as a way to both educate people about finances and help them stay married. |
Investment Advisor
December 2007
Lewis Schiff |
Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team. |
Registered Rep.
September 1, 2004
Ruth Halcomb |
Solidifying a Client Marriage There are a number of reasons advisors need to understand prenups and the battles that may accompany them, but one stands out above the others: If a client loses assets in a divorce, his advisor usually loses them as well. |
Financial Planning
July 1, 2012
Janice Fioravante |
Secrets and Lies Advisors' burdens often center on the deceptions, frauds and blunders wrought by their own clients. |
Financial Advisor
July 2005
Lynn O'Shaughnessy |
A Kinder, Gentler Way To Divorce The financial impact of blowing a marriage apart can leave behind a lot of destruction. But collaborative divorce is gaining popularity as a way to ease much of the pain and suffering. |
Financial Advisor
January 2008
Caren Chesler |
With Gay Marriage Comes Gay Divorce Financial planners warn that gay couples, more than their heterosexual counterparts, need to plan for divorce, or they may find themselves facing some hefty financial consequences. |
Financial Planning
November 1, 2008
Martin M Shenkman |
Breakup Checklist Divorce can have a major impact on estate planning. What can you do to help clients through the divorce meat-grinder, get them back on their feet financially and safeguard their estates from the ravages of divorce? Plenty. |
Financial Advisor
August 2012
Jeffrey H. Rattiner |
Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce. |
AskMen.com
October 15, 2000
Luis Rodrigues |
Divorce Planning: Limit The Financial Sting It is never easy for a man to deal with a failed marriage. It is a time where emotions run very high while important financial decisions need to be made: a lethal combination... |
Financial Planning
February 1, 2012
Ingrid Case |
Fighting Back Balance Point Divorce Funding of Beverly Hills, advances divorcing spouses money to pay household expenses, lawyers, forensic accountants and other professionals. In return, the firm takes a share of the larger settlements its clients hope to win. |
Investment Advisor
February 2007
Susan L. Hirshman |
Prenups and Protection Although a number of financial planning aspects are key to a marriage, the prenup may be moving higher on some of your wealthier clients' priority lists. |
The Motley Fool
June 14, 2006
Dan Caplinger |
Surviving Divorce When your relationship ends, don't let your financial life end with it. Here's some advice to help you sort through the issues. |
Financial Advisor
September 2010
Caren Chesler |
Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors? |
Inc.
June 2007
Daniel Akst |
Breakup Blues Protecting your business if you (or your kids) get divorced. |
Entrepreneur
January 2010 |
Ugly Breakup The ravages of divorce can wreck your business. Here's how to avoid financial disaster. |
AskMen.com
Michael Estrin |
Tips For A Financially Sound Divorce Here are some tips at different stages of a divorce that may help you put your financial standings in order before things get out of hand |
On Wall Street
June 1, 2011
Myrna L. Wigod |
When "I Do" Becomes "I Don't" Without proper estate planning, your estranged spouse or partner may continue to have legal control over important decisions affecting you, your assets and your estate in the event you were to die or become disabled prior to the entry of a final judgment or decree of divorce. |
AskMen.com
Nick Kennedy |
Lessons From Dennis Hopper's Divorce Nothing can reduce your personal wealth quicker than a divorce. |
Registered Rep.
May 1, 2006
Janet Arrowood |
Addition by Division Advisors need to be at the top of their game when working on insurance coverage in divorce proceedings, because people often behave badly when the talk turns to money. |
Inc.
June 2007
Daniel Akst |
Partners in Business and Life If you and your spouse are co-owners of a business, you need to get your ducks in a row. Tactfully. |
Registered Rep.
August 17, 2010
Alan Lavine |
Insuring Clients In Divorce And Second Marriage State laws vary, but with a revocable trust, the person with a power of attorney typically cannot change the beneficiary designations on the life insurance policy. |
AskMen.com
Terence Channon |
Financially Prepare For A Divorce Here are some tips to financially prepare for a divorce and make sure you survive without any permanent monetary scars. |
The Motley Fool
January 9, 2007
Dan Caplinger |
Gaining From Community Property Community property has some interesting characteristics. In addition to saving capital-gains taxes, there are some other potential tax savings that can result from owning community property. |
Financial Planning
July 1, 2006
Elizabeth O'Brien |
5 Questions: Sharyn Sooho An interview with co-founder of Divorcenet.com and a family law attorney for more than 30 years about how financial planners can help divorced parents deal with the challenges of paying for college. |
U.S. Banker
June 2008
Karen Krebsbach |
Following a Vow of `I Do' With `OK, Now Sign Here' A recent poll shows that 49 percent of divorce-attorney members cited an increase in postnuptial agreements in the past five years. |
AskMen.com
Michael Hirsch |
How To: Create A Prenuptial Agreement If you're planning to get married, a prenuptial agreement is a good idea. Most guys don't know that a prenuptial agreement specifies what happens to joint martial assets, not only in the case of divorce, but in the event of death as well. |
Financial Advisor
February 2008 |
Letters to the Editor "With Gay Marriage Comes Gay Divorce"... |
On Wall Street
June 1, 2010 |
Michelle Smith The Co-Founder and Managing Partner of family wealth management at Alexandra & James talks about her career path and her current management philosophy. |
AskMen.com
Nick Kennedy |
Divorce Insurance Divorce insurance. You heard it right. Just when you thought payday lending was the sleaziest way to make a buck |
Financial Planning
October 1, 2009
Susan B. Weiner |
Unwed and Planning The number of unmarried couples living together is beginning to surpass the number of married couples. Advisors should start planning for these clients by uncovering exactly what it is they need. |
Financial Advisor
October 2008
Eric Rasmussen |
Rending Fences For more than 20 years, advisor Kathleen Miller has been helping women (and men) from riven marriages figure out a rational way to put their financial houses back in order. |
BusinessWeek
April 16, 2007
Susan Berfield |
Does Your Marriage Need A Postnup? Postnuptial agreements can help ease tension as couples' fortunes change - and keep them out of divorce court. |
Financial Advisor
January 2004
Charles Stroller |
Advisor Sees Divorce Mediation Boom Dan Taylor says his new program will shake up the financial services industry. His Divorce Mediation Program grew out of his "desire to escape the stifling regulation and increased commoditization of the financial services industry." |
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
June 1, 2013
Miriam Rozen |
How to Hire a Good Lawyer Finding the right attorney requires research, time, thought - and sometimes a dose of bravery. |
Investment Advisor
November 2007
Dana Levit |
Treat All Couples Equally With the recent recognition of gay marriage in Massachusetts and civil unions in seven more states, financial planning for same-sex clients is more complex than ever. |
On Wall Street
November 1, 2011
Darlys S. Harmon-Vaught |
When "I Do" Becomes "I'm Done" A client needs a financial advisor well versed in the division of marital assets, its tax implications and state laws. Such an advisor can help one side of a divorcing couple make the best of a tough and life-changing situation. |
AskMen.com
Terence Channon |
Personal Finance: Screw Her In The Divorce If you were blinded by love and didn't draft a prenup, there are a variety of very ethical and sensible tactics that you can employ to protect your stash. And if you execute them correctly, you might actually come out on top. |
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. |
AskMen.com
August 5, 2001
Liz Wertman |
How To Divorce Like You Are Buying A TV By preparing, you will be able to make informed decisions that will put you in control of your divorce. You will be in a position to negotiate with your spouse and your lawyer with self-confidence... |
Financial Planning
August 1, 2009
Jim Grote |
Domestic Affairs Elaine King prepares her divorcee clients for (1) financial independence; (2) a well-planned estate; and (3) a family that is competent and comfortable with wealth. |
Financial Planning
June 1, 2007
Donald Jay Korn |
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. |
Financial Advisor
August 2010
David Lawrence |
The Art Of Collaboration Three leading advisory firms describe how they use teamwork in their practices. |
