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Investment Advisor May 2007 Kara P. Stapleton	Compassion, Knowledge, and Personalized Service The primary risk factor for Alzheimer's disease is age, and with the majority of financial planners' clientele growing older, it's smart for financial advisors to become familiar with a different side of the financial planning business -- gerontology.
Investment Advisor December 2007 Kara P. Stapleton	Care Givers Smart advisors are offering financial gerontology services to clients and their families, and are getting increased client satisfaction and referrals in return.
Investment Advisor March 2008 Maya Ivanova	The Right Match To meet the needs of aging clients, advisors need to be educated and responsive.
Registered Rep. May 4, 2011 Charles Paikert	When Advisors Become Minders Services for older clients are becoming increasingly important, and those offerings go way beyond asset management, estate planning and other traditional financial-oriented wealth management tasks.
Financial Advisor May 2004 David J. Drucker	No Longer An Ancillary Service If your clients are middle-aged or older, learn about old-age care options.
Financial Planning September 1, 2013 Scott Wenger	Editor's Note: Extended Care Sticker Shock How are you preparing clients for the cost of possibly living into their 80s, 90s or 100s?
Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
Financial Advisor January 2009 David J. Drucker	Dealing With Dementia When a longtime client starts to lose her mental faculties, it's a whole new ball game.
Registered Rep. June 17, 2014 Anne Field	When Clients Lose Mental Acuity It's a difficult, touchy and often heart-breaking challenge: how to handle aging clients who seem to be losing their mental acuity.
Investment Advisor June 2010 Olivia Mellan	Longevity, Your Clients, and You The physician and public servant who coined the term "ageism" has some advice for advisors.
Financial Advisor May 2007 Gail Liberman	More Wrinkles Than Ever Your financial advisory clients need you to help them understand the new Medicaid rules.
Financial Advisor October 2011 Ben Mattlin	Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors.
On Wall Street September 1, 2008 Gwen Moran	The New Wealth Preserver: Long-Term Care Insurance Think your clients are too rich to worry about healthcare costs as they get older? Think again.
On Wall Street July 1, 2013 Lorie Konish	Teaming Up on Elder Care An aging population has forged new partnerships between wealth advisors and health care planners.
Financial Advisor November 2003 David J. Drucker	Ethics And The Elderly Serving the elderly puts in play a host of ethical dilemmas for financial planners.
Financial Advisor October 2005 David J. Drucker	The Parent Care Solution Smart financial advisors have spent at least a little time thinking about ways to keep their clients from straying. They've also thought about protecting their clients from the ravages of old age. Now these seemingly unconnected demands have a common link.
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.
On Wall Street November 1, 2010 Lauren Barack	Difficult Conversations In Trying Times Michael Olman has watched clients affected by chronic illness. The senior vice president and wealth management specialist at Raymond James & Associates knows these sensitive times require both a deft touch, and a firm handle on financial matters.
Registered Rep. September 8, 2011 Mark Miller	How to Protect Aging Clients' Finances A growing body of evidence suggests that the aging brain isn't well-suited to financial decision-making.
Financial Advisor August 2010 Lori K. Murphy	Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members.
Registered Rep. August 1, 2005 Gresham & Gresham	An Advisor's Guide to Long-Term Care Knowledgeable financial advisors need to help clients estimate their specific risk -- including the risk for people that the client is financially responsible for. This includes determining how long-term care would be financed and arranging assets so that adequate funds will be available if the need arises.
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.
Financial Planning December 1, 2006 Marshall Eckblad	The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.
Financial Advisor November 2005 Gail Liberman	Annuities May Cause Problems With Medicaid Medicaid, the state and federally funded public assistance program, might be off the radar screen for financial advisors selling annuities to senior clients for retirement planning, but it shouldn't be.
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.
Financial Advisor October 2007 Tracey Longo	Preventive Medicine A special report on how more financial advisors are helping clients consider the impact of sky-rocketing health-care costs on retirement.
Investment Advisor September 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.
Financial Advisor August 2010 Alan Lavine	A Good Fit Immediate annuities fit well in retirement income plans.
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 February 1, 2005 DeFrancesco & Flory	The Golden Years? As this country's baby boomers get closer to retirement, long-term care (LTC) will only grow in importance. Medicaid annuities may help clients preserve their assets, even if they're already in a nursing home.
Financial Advisor August 2007 Bruce W. Fraser	Drifting Away What do you do when clients show signs of incipient Alzheimer's disease or dementia? As a financial advisor, you're responsible for their assets.
Financial Advisor September 2008 Tracey Longo	Laws Of Attraction A firm's ability to navigate trusts can be their calling-card to attract high-net-worth clients.
Investment Advisor September 2008 Robert F. Keane	Far From Retired Tony Purpero thought he was headed into retirement when he returned to southern California, but instead finds himself working harder than ever to help other current and future retirees.
Investment Advisor October 2009 Waddell & Keane	Wealth Matters Advisors like Myra Salzer are not standing pat in helping clients with their estate and tax planning, despite uncertainty over the administration's plans. Here's how your peers are taking action now.
Financial Advisor January 2007 Tracey Longo	Amazing Relationships While the great service experiences financial advisors are delivering will vary depending on a firm's principles and its client base, what they share is the ability to provide meaningful communication and client-centric assistance in a timely fashion.
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.
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.
Investment Advisor January 2007 Ivanova & Kahler	The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas.
Registered Rep. October 1, 2005 Gresham & Gresham	The Golden Years? Besides being a great destroyer of health, dementia can also destroy many a grand retirement plan. Financial advisors need to prepare their clients for this possibility.
Financial Advisor November 2011 Jim Frederick	Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.
On Wall Street November 1, 2012	Five Questions with Don Blandin The president and CEO of Investor Protection Trust discusses issues facing seniors and the special problems for which advisors should watch, including protecting them against fraud.
Financial Advisor April 2005 Tracey Longo	How Boomers Will Change Your Firm What will your financial advisory firm look like in 2015? With about 75 million baby boomers retiring, different than than it does now.
Investment Advisor November 2005 Bob Clark	Clark at Large: Boom Time If you're like most financial advisors, your baby boomer clients will pose a significant challenge in the years to come, both in the way you manage client portfolios and your practice.
Financial Advisor October 2010 Gail Lieberman	Immediate Gratification Immediate annuities can help clients get government benefits they might otherwise price out of.
Financial Advisor September 2005 Tracey Longo	When Seniors Sell Their Homes Seniors, who often owe little or nothing on their homes, are reaping the rewards of the hot real estate market
Registered Rep. August 25, 2010 Jerry Gleeson	Women Investors Want More From Advisors, Report Finds A new survey by Boston Consulting Group that addressed the global wealth of women found a common complaint -- although women's cut of global wealth is growing, the service they get from financial advisors is not equal to that offered to men.
BusinessWeek July 12, 2004 Howard Gleckman	When A Parent Needs Help How to pull together an elder care plan that makes sense for you, your siblings -- and your parents.
Investment Advisor March 2008	Certified You might want to investigate acquiring these designations to increase your knowledge and expertise of serving elderly clients.
Financial Planning April 1, 2008 Ilana Polyak	Aging Matters Welcome to the new world of financial advice, where planners aren't just tending to clients' portfolios and income distribution models anymore, they're also looking out for their health -- or at least making sure that someone is.
Financial Planning August 1, 2009 Donna Mitchell	Alzheimer's Toll A study surveyed 369 advisors in the U.S. to gauge their understanding of Alzheimer's and their preparedness for dealing with clients who have the disease.