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Registered Rep.
June 1, 2005
Ruth Halcomb |
Across Borders Moving to a new country opens a Pandora's box of financial issues. Insurance, retirement income, tax planning and estate planning are all affected by a move. Financial advisors need to be ready to help.   |
Financial Planning
February 1, 2013
Jim Grote |
Practice Profile: Raoul Rodriguez Walters Raoul Rodriguez Walters planning practice specializes in the intricacies of financial migration. |
Financial Planning
September 1, 2006
Suzanne McGee |
The New High Net Worth Client Thinks Globally Wealthy, sophisticated baby boomers are accumulating multinational holdings, ranging from Mexican real estate to Belgian pension benefits. The plans they need are anything but routine. |
Investment Advisor
July 2008
Melanie Waddell |
Globalization Now It's not a question of if, but when, every advisor will embrace the reality that the world is shrinking. Are you ready? |
Financial Advisor
December 2009
Jeff Schlegel |
Kings Of The Road Providing cross-border financial planning for expats can be tricky. |
Financial Planning
November 1, 2007
Marci Baker |
Planners Without Borders Span the globe with advisors who are setting up boutique practices in various countries. |
Financial Advisor
March 2005
Marla Brill |
Investing IRAs In Real Estate It may be a controversial investment option, but more clients are doing it with advisors' help. |
Financial Planning
September 1, 2009
Jim Grote |
The Multinationals Cross-border financial planning can evoke an aura of sophistication and romance. But the reality is more about the technical aspects of immigration, tax, investments, risk management, employee benefits, estate planning and social insurance between countries. |
Investment Advisor
July 2008
Geoff Kirbyson |
Canadian Invasion Canadians are making a run for the border like never before, a migration that's triggering a rash of financial planning issues for investors with dual citizenship. |
Financial Advisor
September 2004
Karen DeMasters |
Retiring Abroad Financial questions become more complicated when two sets of tax codes, inheritance laws or health care regulations come into question, but the resources available to financial advisors are growing as the number of expatriate clients increases. |
Financial Planning
May 1, 2007
Elizabeth O'Brien |
Do Your Clients Want to Retire Abroad? Living overseas offers a sense of adventure and, often, a reduced cost of living. Yet most people -- and their financial advisors -- don't realize how much planning is needed to make the move a success. |
Financial Advisor
November 2007 |
Frontline News CFP Board Picks New Chief Of Exams And Education... Are Regulators Losing Their Mojo?... Gingrich, Ford: Save New York City... Staffing -- Not Clients or Revenues -- Is Advisors' Big Challenge... etc. |
Financial Planning
August 1, 2011
Ingrid Case |
Foreign Affairs Financial planners need to ask clients whether they hold money outside the U.S. and advise them on the proper tax steps. Many clients clearly don't know the law. |
Registered Rep.
November 1, 2005
Todd K. Ballenger |
Trading Down to a Better Retirement Without preying on your clients' fears, you can use the concern over the real estate bubble to do something that financial advisors should have been doing all along: talk about real estate as part of the comprehensive investment plan. |
Registered Rep.
February 1, 2005
Thrupthi Reddy |
Peril to Planners According to practitioners, the administration's plans for a permanent repeal of estate taxes might actually increase the workload of estate planners and wealth management professionals. |
Registered Rep.
January 1, 2003
Bennett Voyles |
Serving Muslim Investors Reconciling Muslim religious requirements with standard Western investment practices isn't easy, but brokers say their basics are not difficult to understand. |
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. |
Registered Rep.
May 1, 2005
Kristen French |
Go to the Head of the Class This financial advisor and winner of an Outstanding Broker Award for 2005 loves learning, and his clients love him for it. |
BusinessWeek
July 18, 2005
Geri Smith |
Work In The States, Build A Life In Mexico Monterrey-based Construmex has helped 4,500 migrants living in the U.S. build homes or small businesses in Mexico. |
Registered Rep.
May 1, 2006
Jennifer Popovec |
All Under One Roof Financial advisors are learning to focus on real estate, because clients whose advisors hold licenses will have less of a reason to stray. In fact, advisors may have an advantage over real estate agents. |
Financial Advisor
July 2004 |
Problems Cited In Broker-Dealers' Variable Insurance Sales and More The newly released study comes as the NASD is proposing new rules governing the sale of deferred variable annuities... Board Of Standards Increases CFP Certification Fee... Technology Continues To Frustrate Advisors, FPA Study Says... etc. |
Investment Advisor
December 2005 |
Retirement Plan Advisor: Adding Property to the Mix More investors are investing IRAs in real estate for real diversification. But advisors and their clients need to fully understand the risks. |
Financial Advisor
September 2009 |
Frontline News News for the financial services industry: Regulations, Fiduciaries And Other Things... Breakaway Broker Trend Slowing?... Barney Frank Won't Push SRO For Advisors... CFP Board's Proposed New Education Standard... M&A Activity Down, But Not Out... more... |
The Motley Fool
April 21, 2005
Philip Durell |
Is Canada Invading the United States? The Canadian government has opened up possibilities for investors in both countries. |
Financial Advisor
March 2005
Raymond Fazzi |
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away. |
Financial Advisor
November 2012
Kate Statler |
The Generation (And Other) Gaps Financial advisors must keep many demographic trends in mind to stay ahead. |
Financial Advisor
April 2004 |
Royal Alliance Ups Ante For OSJs Advisor Group Says Come One, Come All...
Securities America Tests New Transition Options... Award Established To Honor Viragh... etc. |
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. |
Commercial Investment Real Estate
Nov/Dec 2002
John M. Stone |
Crossing Borders Foreign investors search for deals in North American commercial real estate markets. |
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 Advisor
June 2012 |
Forward Progress Five experts discuss the state of the advisory business. |
Financial Advisor
June 2008 |
Frontline News News: As the number of financial advisory players shrinks, recruiting intensifies... Pomering to run Moss Adams' RIA unit... Pershing advisor solutions sets exec committee... Larger taxable distributions on mutual funds... etc. |
Financial Advisor
April 2004
Gail Liberman |
Advisors Reap Commissions From Mortgage Boom A few options provide opportunities for advisors to originate mortgages. |
Registered Rep.
November 1, 2011
John Aidan Byrne |
Celebrity Client Nightmare Financial advisors Steven Kolinksy and Stephen Hill's budding sports practice came crumbling down after Mets players filed a lawsuit against the partners in 2010. |
Registered Rep.
November 25, 2009
Philip Palaveev |
The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners. |
Registered Rep.
September 1, 2005
David A. Geracioti |
You Say, They Say In an industry survey that covered a range of issues, from estate planning to choice of investment products, the responses by wealthy clients and advisors showed a striking disconnect about the needs of high-net-worth individuals. |
Registered Rep.
October 1, 2004
Will Leitch |
RIAs Kickin' Back Three registered investment advisors were accused by the SEC of accepting cash payments from TD Waterhouse in return for putting client assets with Waterhouse. |
Financial Advisor
December 2011 |
Frontline News Investors Can Change Irrational Behavior... Tax Changes for 2012... The Certified Financial Planner Board of Standards launched a four-year, $36 million public awareness marketing campaign... more... |
Financial Planning
August 1, 2010
Scott Schutte |
Ditch the Declination As clients move past their accumulation years, risk management becomes even more critical to the defense of a solid financial plan. |
Financial Advisor
June 3, 2010 |
Frontline News Advisor news: Threshold Rising... Staying Healthy May Cost You In Retirement... SEC Looks To Update ADV Part II... IRS Sets Sights On The Very Wealthy... more... |
On Wall Street
January 1, 2012
Michelle Lodge |
Five Questions With Bryan Clontz Philanthropy is alive and well, contends Bryan Clontz, who co-founded Charitable Solutions LLC, a planned-giving, risk-management consulting firm. |
Real Estate Portfolio
Mar/Apr 2001
Tony M. Edwards |
REIT Dividends and Non-U.S. Investors |
Financial Advisor
October 2005
Grove & Prince |
Understanding The Middle-Class Millionaire Middle-class millionaires are the "ideal clients" for most financial advisors. They are wealthy enough to require the services of high-quality financial advisors, yet not so wealthy that most financial advisors end up in over their heads. |
Financial Advisor
October 2004
Gregory Bresiger |
Are Big Tax Savings Really Worth the Risk? IRS cracks down on individuals with questionable shelters. Financial advisors warn that many of these strategies are not worth the risk of audit and possible civil and criminal penalties. |
Financial Advisor
April 2004
Raymond Fazzi |
Conservatism Rules In Retirement Planning After a traumatic four years marked by a recession, a war on terrorism and a market decline, many advisors are rethinking their retirement planning strategies. |
Investment Advisor
February 2008
Angela Herbers |
Barring the Door How to stop training your (future) competition. |
Financial Planning
February 1, 2012
Scott Wenger |
Planning the Unknowable As all savvy advisors know, smart tax planning is not only about choosing the right strategy at the right time, it's also about avoiding bush league mistakes. |
Financial Advisor
March 2005 |
Frontline News AICPA Joins FPA In Opposing Exemption For Brokers... Heads Roll At CFP Board As Up To 25% Of Staff Gets Axed... American Express Spinning Off Advisors Unit... Board Of Standards Disciplines 23... etc. |
Financial Advisor
November 2008 |
Frontline News News for the Financial Industry: Tumult Could Expand Ranks Of RIAs... M&A Activity Remains Healthy... Independent B-Ds: Don't Tread On Us... Who Has The Most Satisfied Advisors?... The Business Of Serving Business Owners... etc. |
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. |
