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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 Planning April 1, 2005 David Grau	Make Them Say Yes Once they have found the right practice to buy, financial advisers should follow these steps to make sure they get noticed in a seller's market.
AskMen.com Michael E. Egosque	Get A Lawyer For Life How Pre-Paid Legal Services allows you to obtain legal help for a fixed monthly fee.
Financial Planning May 1, 2006 John J. Bowen	Where the Clients Are For financial planners, client referrals are the chief source of qualified prospects, right? Maybe not, according to the latest research.
Entrepreneur March 2004 Jane Easter Bahls	Search Party If you need to find a good attorney, forget the Yellow Pages and hop online.
National Real Estate Investor September 1, 2005 Matt Hudgins	Taking The Law Into Many Hands With bidding wars for properties and grass-roots resistance to new construction growing in many communities, real estate companies are asking attorneys not only for standard legal guidance, but also for help in a few areas outside their traditional purview.
Financial Planning June 1, 2005 David Grau	An Overlooked Legacy As much as buying or selling a financial advisory practice is about change, continuity is critical. That means keeping systems, processes, and clients in place.
Information Today October 21, 2014	LexisNexis Augments Lexis Practice Advisor This resource that offers labor and employment attorneys guidance, practice notes, model forms, and other supporting documents.
Financial Planning January 1, 2007 David Grau	The Impact of Taxes When it comes to taxes, financial services practice succession isn't always well planned. What you don't know can hurt you, at the worst possible time.
Investment Advisor October 2005 Grau & Grable	The Wisdom of the Crowd Yes, buyers are paying more for financial advisory practices. But we can learn much from these wise buyers.
Financial Advisor April 2008 Gail Liberman	Power Of Attorney: A Can Of Worms? As the population ages, a power of attorney is becoming a more critical element to any client's financial plan. But this document can be riddled with pitfalls.
Investment Advisor June 2010 Mike Patton	Baton Rouge Confidential Steps to show your clients you take confidentiality serious.
Inc. October 2004 Norm Brodsky	Street Smarts: Presumed Guilty Let your lawyers stick to lawyering. The business decisions should remain in your hands.
Investment Advisor October 2006 Bob Clark	Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer.
Financial Planning February 1, 2005 David Grau	Research Assignment When buying or selling a financial advisory firm, due diligence may be the most important thing you do before signing on the dotted line.
The Motley Fool September 8, 2006 Tim Beyers	Time to Get a Lawyer? When crafting a will, should you opt for cheap and easy and use a software program, or should you hire a lawyer to dictate your parting wishes? Here's a look at both sides.
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 August 2006 Mark Tibergien	Formulas for Success: Get Help If you're buying or selling a financial advisory practice, call the pros. Experienced dealmakers know that the vast majority of the value in a transaction resides in the terms, not in the price.
On Wall Street January 1, 2011 Alan J. Foxman	Keeping Current Investment advisors write in for some advice concerning state and federal regulations.
Financial Planning February 1, 2005 John J. Bowen	Purchasing Power If you want to expand your financial advisory business by acquiring another firm, look before you leap.
Financial Planning June 1, 2006 David Grau	Taking Your Value to the Bank You found the perfect buyer for your financial services practice, got your price and you're retiring. How do you make sure the buyer pays as promised?
Commercial Investment Real Estate Jan/Feb 2011 Andrew Maguire	Deposit Disputes How can transaction parties avoid earnest money conflicts?
AskMen.com Michael Estrin	Your Guide To Hiring A Lawyer Whether you're buying a new car or hiring a general contractor, consumer advocates will always give the same advice: shop around. The same can be said for hiring a lawyer.
Registered Rep. March 5, 2003 David A. Gaffen	Florida to Out-of-State Lawyers: Just Kidding Lawyers from other states are currently not prohibited from dealing with arbitration disputes in Florida, as was originally feared by many attorneys, and should be able to resume handling cases without having a Florida-based lawyer involved.
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.
The Motley Fool August 3, 2007 Rich Duprey	7 Scary Documents You Must Have What happens to you, your assets, and your health care in case you can't make the decision? These are the seven most important documents you need to have to protect yourself and your family.
Commercial Investment Real Estate Mar/Apr 2009 David Fisher	A Tale of Two Hoteliers The author recounts the most difficult deal he ever closed.
Registered Rep. October 1, 2002 Kevin McKinley	Where There's No Will, There's a Way to Bring in Business Financial advisers can improve their relationship with the client by aiding in the creation or updating of a will.
Investment Advisor October 2006 Mark Tibergien	The ABCs of IOUs When selling to an insider, financial advisory practice owners have more options than they realize.
Registered Rep. August 29, 2013 Mindy Diamond	Buying Growth Buying a book of business from a retiring advisor can be a good strategy, but read the fine print, and consider these points.
Registered Rep. July 1, 2013 Phillip Flakes	Selling Point Many advisors are coming up on their golden years, but as hard as it is to make the decision to move on, it's even harder to actually sell. Here's a game plan.
Financial Advisor June 2006 David J. Drucker	Lawyers: New Competitors? First it was CPAs; now it's attorneys. Are they really practicing financial planning?
Investment Advisor July 2008 James J. Green	Catching up with... Mark Tibergien The CEO of Pershing Advisor Solutions discusses why it's a good time to be a seller of an RIA firm, according to the latest research on mergers and acquisitions activity in the advisory market.
Investment Advisor November 2007 Lewis Schiff	A Lean, Custom Team for Today For ultra-high-net-worth clients, multi-disciplinary teams are more efficient, effective, economical, and they can uncover hidden problems -- or details -- in a client's financial life.
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.
National Defense April 2014 Matt Cannon	Civil Litigation Can Sink Contractors Most people picture high stakes civil litigation taking place in a courtroom where a party has the chance to persuade a judge or jury to validate or reject huge claims for damages.
Entrepreneur July 2003 Chris Penttila	Fee Bargain Law firm mergers may give you more room to negotiate legal fees.
Entrepreneur February 2007 David Worrell	Stock Support Save time and money when selling stock in your company to raise money.
Information Today February 12, 2009 Carol Ebbinghouse	The Latest in Lawyer Directories--You Won't Believe the Information You Can Get Now! There was a time when the only authoritative source of information on attorneys in the U.S. was the massive, multivolume Martindale-Hubbell Directory.
Inc. December 2004 Mark Obbie	Learn To Love Your Lawyer When it comes to attorneys, even the smartest business owners screw up. It doesn't have to be that way -- if you follow a plan for managing your lawyer.
Registered Rep. November 4, 2008	Top Merrill FAs Playing Hardball With Retention Package They have taken the first step towards getting changes made by collectively hiring a lawyer, who "ripped the retention contract to shreds."
Financial Planning September 1, 2005 David A. Twibell	For Sale Signs Savvy financial advisers can benefit from the coming avalanche of baby boomers ready to sell their financial businesses and retire.
Financial Planning May 1, 2008 John J. Bowen	The Right Ally Forming strategic alliances with the right professional advisors -- such as CPAs and attorneys -- is one of the best avenues for advisors to acquire additional high-net-worth investors.
Entrepreneur October 2004 David Worrell	Go for the Gold Maybe you've planned it since day one, or maybe you've taken years to decide. But if the time has come to sell your business, find out what you can do to make sure you come out on top.
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.
On Wall Street June 1, 2013 Alan J. Foxman	When Settling a Suit Makes Sense Our legal expert discusses when settling an arbitration case saves time and money.
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.
Registered Rep. June 1, 2005	The Cost of Compliance Q: My current firm recently hired a non-licensed wholesaler to begin marketing our mutual fund family. What liability do I have, given that the wholesaler is not licensed?
Financial Advisor August 2004 David J. Drucker	The New Way to Growth: Buying Another Practice Catching the seller's eye: The key to getting the seller's attention and convincing him to choose you to buy his practice isn't slick marketing that covers up inexperience or lack of capacity.
Inc. October 2004 Darren Dahl	How To Conduct Due Diligence You have 60 to 90 days to make sure that no hidden time bombs are ticking away in the business you are about to acquire. Here's what to keep in mind when conducting due diligence.