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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.
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.
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.
Financial Advisor December 2010 Caren Chesler	Getting Through The Fog Advisors have to make tough but quick decisions when their clients show signs of dementia.
Financial Advisor May 2012 Eric Rasmussen	The Horror Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories.
On Wall Street December 1, 2011 Alan J. Foxman	When Clients Make Questionable Decisions What is our fiduciary duty regarding elderly clients with diminishing mental capacity?... An elderly couple, who are clients of one of our investment advisors, want to name him in their wills as the trustee of a trust for their child...
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. May 1, 2004 Anne Field	Role Reversal What happens when adult children take over part or all of their parents' finances - at the request of Mom or Dad? How should an advisor approach such situations?
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 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 Planning September 1, 2013 Samantha Allen	Longer Lives, Higher Costs: Is Your Firm Ready? As boomer clients head into their 70s and beyond, advisors must become geriatric specialists to handle a complex set of new demands.
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.
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 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 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.
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.
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 May 2006 Karen DeMasters	Life Decisions Among financial planners and estate consultants, conversations with clients about such issues of living wills, medical directives and medical powers of attorney, the consequences each of these might have for long-term care and estate planning, are becoming increasingly important.
Financial Advisor November 2006 Bruce W. Fraser	The Ethical Testament These days, it's not so much how much money you give but why. One concept gaining momentum among financial advisors is ethical wills. The document is a way to share beliefs and memories with heirs and friends, though not legally binding.
Financial Advisor October 2005 Charles Avalli	What To Do When A Will Contest Is Brewing Advisors can be caught in the middle when family disputes erupt. Here's how to handle contested wills.
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.
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.
Financial Advisor March 2008 David J. Drucker	Blueprint For Success Nowadays, an energetic financial planner can get up and running in three to five years. The industry has simply built a body of knowledge around starting an independent advisory firm and, independent planners have disseminated that knowledge freely.
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 December 2003 David J. Drucker	So You Want To Charge Retainer Fees? Moving to retainer fees isn't just a computational change; it's a cultural one.
Financial Advisor February 2007 Mary Rowland	Resolutions For 2007 Ideas for 2007 that you may have neglected to put on your list: Bringing balance to your life... Becoming a better financial planner and a better person... etc.
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 September 2005 Dorothy Hinchcliff	Following In Mom's Footsteps Succession is an issue that female financial advisors are considering going forward with now that the profession has been around long enough to have established, longtime practitioners, many of whom are looking to bring younger people into their firms. In some cases, the younger people are turning out to be their own children.
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 May 2010 David J. Drucker	Help From Your Friends More advisors are signing on to advisor networks to fast-track their businesses.
Registered Rep. February 25, 2014 John Kador	The Rep's Guide to Ethical Wills Advisors who can assist clients with the transfer of their intangible legacy as well as the transfer of their material assets will reap the benefits of better serving their existing clients and the inheritors of the legacy.
Financial Planning August 1, 2006 Suzanne McGee	Yours, Mine & Ours Blended families can resemble the Brady bunch -- or the battling Carringtons of Dynasty. Creative financial planners can keep money from stirring up conflict.
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 Advisor October 2012 Michael J. McDermott	Our House How can financial planners help those with three generations living at home? A multigenerational household certainly has financial complexities that need to be addressed.
Registered Rep. November 26, 2015 Matt Oechsli	Who Is the Lead Parent? Busy parents don't have the time or inclination to oversee the increasing complexity of their family's financial affairs. That's where an advisor can step in.
Financial Advisor December 2004 Gregory Bresiger	Your Next Client May be a Child Financial relationships that took an advisor years to build can be quickly ruined by a young person's recklessness with money. That's why it is often critical for advisors to know the children of their clients.
Financial Advisor March 2011 Caren Chesler	Homeward Bound In a tough economic environment, some clients must deal with their children moving back home.
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 Planning May 1, 2013	Ameriprise's Don Froude: 'Take Care of My Family' For the head of Ameriprise Financial s Personal Advisors Group, the ultimate compliment is to have a client turn to his planner in time of crisis.
Financial Planning September 1, 2011 Martin Shenkman	Come Together Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners. But where does a financial planner fit on the team?
Investment Advisor November 2005 William R. Urban	Raising the Bar There are few easy answers when it comes to the ethical issues faced by financial advisors and their staffs. Here's how one financial advisory firm successfully keeps ethical issues at the top for all its employees.
Financial Planning September 1, 2013 Miriam Rozen	How to Have the Money Talk With Kids Advisors say their own family experiences offer lessons for clients. And sometimes the reverse is true, as well.
Financial Advisor June 2005 David J. Drucker	The Ethics Of Paying CPAs For Referrals Sure, financial advisors can pay CPAs for referrals, but is it right?
Financial Advisor April 2005 Gregory Bresiger	Selling A Home To A Child Convince a client nearing retirement to stay in a primary residence in a booming real estate market, delaying the move to the Sunbelt for a few years. Have the client sell the home to a child. It could help the client and a child under certain circumstances.
American Family Physician July 1, 2000 Michael D. Fetters	Curbside Consultation Case Scenario: A Daughter Who Won't Let Her Mother Go
Financial Planning February 1, 2011 John Knowlton	The Power of a POA Convincing your clients to see a lawyer and do the paperwork to designate a power of attorney may not be a financial planner's first responsibility, but it is an important one.
Investment Advisor February 2007 Olivia Mellan	Like Mother, Like Daughter The relationship between daughters and mothers tends to be a complex mix of love and hate. The better you understand this, the more productive your work with women financial advisory clients will be.
Financial Advisor October 2011 Ben Mattlin	Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors.
Financial Advisor June 2006 Raymond Fazzi	When Clients Also Are Friends Financial advisors rely on their own judgments and instincts when it comes to serving friends and relatives.
On Wall Street September 1, 2013 Paul McCaffrey	Spotting Elder Financial Abuse With caregivers and family the most common culprits, advisors have become a first line of defense.