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Financial Planning May 1, 2007 Donald Jay Korn	Cover Your Assets Proven asset protection vehicles continue to be vital for any planner intent on helping clients shield their wealth.
Investment Advisor February 2008 Thomas D. Giachetti	Is an IPS the Answer? Investment Policy Statements can be helpful, but remember, longer documents aren't always better.
Investment Advisor June 2006 Ken Ziesenheim	Expert's Corner: Playing Offense with an IPS A written Investment Policy Statement (IPS) can help build your financial advisory practice in surprising ways.
Investment Advisor July 2010 Thomas D. Giachetti	The Compliance Coach: An IPS Happy Medium The right and wrong way to build an investment policy statement.
Investment Advisor March 2006 Melanie Waddell	Piling On Keeping up with compliance chores will continue to occupy a substantial portion of advisors' time, as industry officials and observers are steadfast in their belief that regulatory scrutiny by the SEC and NASD isn't going away.
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 June 2004 Gregory Bresiger	Advisors Are Living Dangerously Professionals continue to grapple with the question of errors and omissions insurance coverage. They believe that it is unnecessary. These uninsured advisors, one insurance executive says, run in the thousands.
Investment Advisor May 2008 Thomas D. Giachetti	Got Unhappy Clients? How to protect yourself from client complaints in volatile times.
Financial Planning January 1, 2009 Ingrid Case	On the Same Page Investment policy statements, viewed as protective by some advisors and potentially hazardous by others, are getting more attention in this transformed market.
Financial Advisor December 2005	When A Merger Works Balasa, Dinverno & Foltz gained many efficiencies after joining together. The resulting total has proven to be far greater than the sum of the two parts, both in terms of assets controlled by the growing firm and the satisfaction of the parties involved.
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 Advisor August 2008 Joel Bruckenstein	The Other Side Of The Ledger Financial Crossing helps manage client liabilities.
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.
AskMen.com Michael Estrin	How to Find a Financial Advisor Whether you're building your assets, minimizing your liability or managing your money, a good financial advisor is critical. Here's how to find the best one for you
Financial Advisor December 2005 Harold Evensky	Unintended Consequences Brokers must forego the bells and whistles accompanying much of the current planning software if they wish to avoid having to register as investment advisors; however, that should not prevent them from appropriately using these analytics in arriving at suitable recommendations for their clients.
Financial Planning March 1, 2011 Donna Mitchell	Staffing: The Next Generation Early in the life cycle of a financial planning firm, once it grows beyond a few seasoned principals, comes the day you hire your first new young associate planner. It's an important step for your firm, and for the profession.
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 Advisor December 2006 Lewis Altfest	Behavioral Financial Planning Behavioral financial planning is not so much an alternative way of looking at personal financial planning as it is a practical supplement to it. Knowing what motivates people and finding ways of improving results is what behavioral planning is all about.
Investment Advisor June 2009 Mark Tibergien	Formulas for Success: Clients Have Rights, But Also Responsibilities Advisors and their clients must alter their approach to future relationships.
Financial Advisor September 2010 David Lawrence	The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors.
The Motley Fool September 5, 2006 Dan Caplinger	How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence.
Financial Planning November 1, 2011 John J. Bowen, Jr.	Learn To Let Go The idea of shedding clients and the revenue they bring may sound reckless, especially in an uncertain economic environment. But working with non-ideal clients is holding you back from reaching your full potential.
Registered Rep. May 1, 2004 Bill Singer	It's Your Call Always Far too many reps are learning the hard way how little responsibility clients shoulder when it comes to assessing the suitability of their investments.
Financial Planning September 1, 2008 John J Bowen Jr	Time to Say Goodbye Today's most successful advisors recognize a simple but powerful fact of business: It's better to work with a small number of great clients than to serve a huge base of clients who are only mediocre.
The Motley Fool May 27, 2009 Dan Caplinger	The Smarter Way to Plan Your Portfolio The right fee-only planner can make a huge difference in the outcome of your investments.
Financial Planning June 1, 2010 Donald B. Trone	Step Three: Formalize When upholding a fiduciary standard, ensuring your investment strategy is prudently planned and well-documented is vital.
Financial Planning November 1, 2006 Howard Sontag	How Are We Doing? With constant communication about goals and portfolio construction, financial advisors can remind clients that investing is a long-term process that may require patience in the short term when there are bumps in the road.
The Motley Fool April 30, 2010 Dayana Yochim	4 Questions Only the Best Money Pros Can Answer How to find an advisor who gives sound advice, not advice that just sounds good.
The Motley Fool October 30, 2006 Dan Caplinger	Avoid the Boiler Room Some financial advisors know more about sales than they do about investing. Finding good financial advice is tough. Investors with little or no knowledge about their finances are extremely vulnerable to disreputable professionals.
Investment Advisor September 2010 Ray Sclafani	The High-Performance Coach: Ten Ways to Engage Clients Now, Part 1 How top advisors are re-engaging with clients at a tenuous time.
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 Planning April 1, 2005 Jeffrey H. Rattiner	Dig Deep to Climb High To stay competitive, financial planners need to increase their technical know-how.
Financial Advisor October 2010 Michael Patrick Jacobs	Investors Demand More This advisor provides highlights of what he's found clients today are looking for when they seek advice.
Investment Advisor September 2008 Steve Moore	Less Is More To become a wealth manager, you may want to start with fewer clients.
Financial Planning September 1, 2007 Rick Kahler	Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?
Financial Planning May 1, 2012 Samantha Allen	The Producers While the number of advisors who use online video is small, those who do are getting more sophisticated in their approach. They're also seeing benefits for their practices.
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 Advisor March 2012 Joni Youngwirth	When To Prune One can find good reasons to cut clients and good reasons not to. Advisors who do are typically happy they took action.
Financial Planning May 1, 2012 Jim Grote	Mastering a Niche Mark Balasa of Balasa Dinverno Foltz says, "It's easy to get lost in Chicago. Our two niches - business owners and women - help us stand out. They function as a branding tool."
Financial Advisor April 2005 Sydney LeBlanc	Advisor And Manager: A Symbiotic Relationship Trust and respect are essential ingredients in establishing a lasting bond between a financial advisor and investment manager.
Financial Advisor May 2011 Matt Greco	High Anxiety Rich and poor are worried about money. A group of financial planners and psychotherapists has formed to discuss issues of common interest.
Investment Advisor April 2008 Norman M. Boone	Getting Comfortable With Change Here are some communication tips for introducing change to your clients.
Investment Advisor March 1, 2011 Jim Komoszewski	Creating a Business Plan (You Will Actually Use) The trick is to think small -- about 3x5 to be exact. A one-page plan that is implemented and executed is better than a 20-page plan that is being used to stabilize a wobbly desk.
Investment Advisor June 2010 Angela Herbers	The Fast Track: American Standard Comp tables based on surveys of advisory firms won't help you find the right salary range for your firm if those firms are over- or underpaying.
Financial Planning February 1, 2008 John J. Bowen Jr.	The Wow Factor Never underestimate the role that client service plays in your advisory business.
Financial Planning December 1, 2012 Bob Veres	Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description.
Financial Planning September 1, 2010 Marc Freedman	Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises.
Financial Advisor August 2012 Roy Diliberto	Labels Matter Financial planning will never be understood if those who practice it don't call themselves financial planners.
On Wall Street July 1, 2011 Lee Gjertsen	Manage Wealth, Not Just Returns Financial advisors do their clients a grave disservice when they focus too closely on market returns instead of engaging in true wealth management.
Financial Planning June 1, 2012 Dave Grant	To Grow, Think Small Niche marketing, by design, focuses on a small segment of the market. By choosing a smaller group to serve, you can become a specialist serving the needs of this population.