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Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.
On Wall Street June 1, 2012 Denise Federer	The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships.
On Wall Street April 1, 2013 Denise Federer	Facilitating Family Meetings Getting clients together as a family unit not only helps build wealth, but also cohesiveness.
Financial Planning October 2, 2007 Barry Glassman	'Tis Better to Give As a financial advisor, it's important for you to recognize that charitable giving is a consequential part of many of your clients' lives.
Registered Rep. May 11, 2011 Charles Paikert	Wealth Managers Vying for Trillions From Intergenerational Wealth Transfer Over 90 percent of heirs promptly change advisors when they receive their inheritances, and 70 percent of families lose control of their assets when an estate is transitioned to the next generation.
Financial Advisor November 2008 Joseph J. Cohen	Harness Giving Talking with your clients about their philanthropic pursuits and how they go about them should take place in the context of a larger discussion about their overall long-term desires for their wealth.
Investment Advisor October 2006 Chris Blunt	Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc.
Financial Planning May 1, 2011 Scott Schutte	The Kids Are All Right (Maybe) Countless studies find that family fortunes often dwindle away by the end of the second generation. I wonder how many of those families, with the help of a capable advisor, could have preserved the legacies previous generations built so painstakingly.
Investment Advisor November 2006 Chris Blunt	Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks.
Financial Advisor February 2004 Grove & Prince	Learning More About Clients With the Whole Client Model How to find out what you need to know about a financial planning client.
Financial Planning May 1, 2006 John Parise	Meet the Family Using a family meeting approach can help your financial advisory clients avoid financial conflicts between the generations and can also help maximize the growth potential of your advisory business.
U.S. Banker February 2007 Karen Krebsbach	'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early.
Financial Planning October 1, 2006 Cal Brown	Legacy Planning Clients want to pass on more than money to their heirs. Once legacy planning is complete, there are many benefits for clients, their children and the planner.
Financial Advisor March 2012 Bernie Clark	The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
Financial Planning July 1, 2009 Dune Thorne	Charitable Connection American women are poised to become major influencers in the world of philanthropy, shaping social policy around the globe for future generations.
Financial Planning October 1, 2013 Ann Rieder	Connect with Clients' Kids: 5 Steps Is your firm prepared for the transfer of assets from your clients to their heirs?
Registered Rep. November 22, 2011 Charles Paikert	Nagging `NextGen' Problem: Protecting the Inheritance In addition to wealth managers' concerns about retaining the children of their clients as customers, evidence continues to pile up that parents remain highly concerned that their children won't even be able to hold on to their inheritance in the first place.
BusinessWeek January 29, 2007	Philanthropy: Get 'Em Started Early PNC's Bruce Bickel explains how to teach your kids money management and charitable giving.
Financial Planning February 1, 2005 Jennifer A. Liptow	White Paper Oh, Woe (What a $10 Million Nest Egg Brings): Many wealthy individuals haven't taken the basic steps necessary to protect their assets, leaving their legacy and their families' financial security to chance.
Financial Advisor May 2004 Jeff Schlegel	The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix.
Financial Planning August 1, 2008 John J Bowen Jr	Wide-Angle Lens Too many advisors focus almost exclusively on their clients' investments and ignore a number of other important areas.
Registered Rep. January 1, 2011 Jerry Gleeson	Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation.
Registered Rep. June 7, 2011 Charles Paikert	Wealth Managers Wooing Gen Y Heirs with Conferences and Workshops The intense focus on offering educational programs to children of wealthy clients is being fueled by both a practical need to cultivate new customers and genuine demand, say industry executives.
On Wall Street November 1, 2009 Parisi & Leung	Intergenerational Wealth Transfer: The New Advisor Challenge A new survey estimates that 80% to 90% of financial advisors lose assets when their client dies -- mainly because the advisor doesn't know the client's children or heirs.
Registered Rep. February 1, 2005 Ruth Halcomb	In the Same Boat Landing a wealthy family can make your practice, but it's important to know that managing the assets often requires becoming involved in family matters.
Financial Planning November 1, 2007 John J. Bowen	Advanced Planning Basics Here's an overview of what it means to offer advanced planning -- and how best to provide those services to your clients.
Financial Advisor November 2009 David J. Drucker	Listening More, Talking Less With Barbara Culver's Purposeful Planning, the humanistic side of financial advice takes on a new dimension.
Financial Planning September 1, 2006 John J. Bowen	Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.
Financial Planning December 1, 2006 Marshall Eckblad	Advisor Pulse According to a recent survey, financial planners may be missing a golden opportunity to establish advisory relationships with their clients' children.
Financial Advisor January 2005 Steve Sanduski	Getting To The Heart Of The Matter Here's how to connect with your prospective financial advisory clients.
Investment Advisor April 2009 Lewis Schiff	Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times.
Registered Rep. April 13, 2011 Charles Paikert	Under-50s Seen as Lucrative Opportunity for Wealth Managers Wealth managers are ignoring potential clients under 50 years old at their own peril, according to a new study by Cisco Internet Business Solutions Group.
Financial Advisor January 2004 Grove & Prince	Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client
Financial Advisor February 2005 Grove & Prince	Why This Business Is So Tough The first in a series of articles about the risks, rewards and challenges of being a wealth manager, as well as the ever-changing tools of the trade.
On Wall Street September 1, 2012 Mason Braswell	Baby Boomers Donating to Charity Rather Than Passing Down Wealth As the baby boomer generation closes in on retirement, many are preparing to give a substantial portion of their wealth on charitable causes.
Financial Advisor November 2005 Monroe D. Diefendorf	Thinking In 3-D New standards and guidelines, along with curriculum and professional designations, will be created to address the needs of our 21st century clients. 3 Dimensional Wealth Planning may help the industry meet challenges.
On Wall Street November 1, 2010 Edmund G. Nasief	Becoming The Family's CEO Today, the client's agenda includes not only estate and retirement planning, but information on banking products, educating the next generation and other traditional and non-traditional activities.
Financial Planning November 1, 2009 John J. Bowen Jr.	Getting the Right Help Financial services firms aren't doing enough to support the transition to wealth management.
Financial Planning March 1, 2011 John J. Bowen, Jr.	Rediscovering Your Clients Think you know your clients inside and out? Chances are, you don't, and the gap between what you think your clients care about and what is actually on their minds could be costing you plenty.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Financial Planning February 1, 2008 Jim Grote	High Net Worth: Practice Profile: Successful Successions Unlocking family values and opening up communication are key to Barbara Culver's succession planning seminars.
Financial Planning February 1, 2005 Abigail La Croix	5 Questions Joseph Spada of Family Wealth Institute offers retreats for the wealthy, a service that tries to balance financial success with other parts of life.
Financial Advisor April 2005 Grove & Prince	The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management.
Financial Advisor August 2007 Grove & Prince	Corporate Executives Need Special Treatment Corporate executives can bring important growth opportunities to their advisor -- a long-term relationship filled with changing needs and expanding wealth, and access to their colleagues who may have similar needs and priorities.
Registered Rep. October 18, 2011 Charles Paikert	Freedom From Wealth: Heavy Hitters Offer Game Plan For High Earners "Freedom from Wealth" is at its best when it clearly lays out exactly how families should approach the wealth that they have, including what they want it to be for and how they should go about managing it.
Investment Advisor January 2009 Kara P. Stapleton	Passing It Along Advisors take note: Despite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink of being transferred from one generation to another.
On Wall Street May 1, 2012 Lorie Konish	Wealth Firms Need to Sharpen Their Consumer Focus Wealth management firms need to be more nimble in meeting the demands of clients in order to best capture the surge in available assets over the course of this decade.
Registered Rep. June 1, 2005 Russ Alan Prince	Being Advanced Before advisors can provide advanced-planning services they must first understand the process; this article aims to outline the basics.
On Wall Street October 1, 2008 Helen Kearney	The New Face of Philanthropy Women control a combined net worth of $4.4 trillion and they bring a new mindset when giving money to charities. With the coming generational wealth transfer, women will ultimately decide just where a lot of that money goes.
Financial Planning September 1, 2011 Suzanne McGee	Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money.