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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 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 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.
Investment Advisor June 2010 Lewis Schiff	The Affluentialist: Growing Up Rich and Responsible Financial literacy for the children of affluence starts early -- just as models of nonproductive behavior do.
Investment Advisor January 2007 Susan L. Hirshman	Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations.
Financial Planning July 1, 2009 Scott Schutte	Lesson Plans Is there anything positive we can take away from this time of turmoil? How can we learn, and how can we help our kids learn from this? What wisdom can we impart to our children or our clients' children that can help them better prepare for their financial future?
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.
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.
BusinessWeek January 29, 2007	Philanthropy: Get 'Em Started Early PNC's Bruce Bickel explains how to teach your kids money management and charitable giving.
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.
Registered Rep. February 28, 2007 Kristen French	Bringing Up Baby: Advising the Rich on Their Kids Financial advisors have a great opportunity to win wealthy client loyalty -- with just a little extra work -- by helping out with the kids.
Investment Advisor May 2010 Lewis Schiff	The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance.
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.
Registered Rep. March 1, 2005 Grove & Prince	In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.
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.
Financial Advisor March 2011 Caren Chesler	Homeward Bound In a tough economic environment, some clients must deal with their children moving back home.
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.
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 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.
Registered Rep. June 17, 2013 Kevin McKinley	The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference.
On Wall Street May 1, 2013 Lorie Konish	Younger Clients Need More Direct Contact from Advisors Twenty- and thirty-somethings take investing cues from their parents, and advisors need to reach them by phone or have face-to-face contact, according to a survey.
Registered Rep. April 10, 2012 Kevin McKinley	Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest.
Registered Rep. June 1, 2012 Gleeson & Britton	Youth Exodus Gen X and Y move assets more often than their parents.
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.
Financial Planning July 1, 2013 Martha White	Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics.
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 January 1, 2007 John J. Bowen	It's a Coalition Effort Wealth management works -- that is, if everyone at your financial advisory firm works to make it happen.
CFO February 1, 2007 Chuck Jaffe	The Other Facts of Life One of the simplest ways to introduce the subject of fiscal responsibility is to demonstrate the power of savings to younger children by setting up a matching account for them.
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.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
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.
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.
Investment Advisor February 2008	The Race to "Rich" How much money does it take before you are rich? Even better, how much does it take to feel rich yourself? A recent survey asked that question. Read on to see the answers.
Financial Advisor March 2011 Jerilyn Klein Bier	Special Consideration Advisors help parents of special needs children tackle unique planning challenges.
Registered Rep. January 1, 2005 Anne Field	Poor Little Rich Kids With a horde of competitors pursuing the same market, and with statistics showing that the highly affluent trust financial advisors less than ever before, winning and retaining wealthy accounts requires delicacy, savvy and, most of all, smart marketing.
BusinessWeek July 2, 2009 Lauren Young	Coping with the Caregiving Dilemma How to avoid the victim-rescuer trap and other tips for the millions of baby boomers sandwiched between parents and children.
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.
Wall Street & Technology February 12, 2007 Cory Levine	Wealth Management Market Continues to Grow Going forward, wealth management services will remain in strong demand, and wealth managers will need new technologies to support them.
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 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.
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.
U.S. Banker March 2002 John Hackett	Wealth Management Leaders With profit-generating assets shrinking because of the decline in stock prices, some of the biggest players in the wealth management field are hurting. But all assert the future is rosy, at least for them. Many have doubts, however, about the outlook for other players...
U.S. Banker November 2001 John Hackett	Wealth Management Forever Wealth managers remain optimistic despite the sharp drop in personal wealth as a result of the stock market's decline...
Registered Rep. April 1, 2007 Kevin McKinley	Financing Tomorrow Here's why and how you should use your skills to foster money harmony between generations, and ensure a position as the family's primary financial advisor today and tomorrow.
The Motley Fool January 20, 2004 Dayana Yochim	Home Sweet Savings Home is where the wealth is -- less so, if you're rich.
Bank Systems & Technology January 23, 2008 Maria Bruno-Britz	Jane Grebenc Named Head of KeyCorp Wealth Management In her new role, she will oversee the Key business groups that provide investment, banking, insurance, and trust services to affluent individuals and families.
Registered Rep. September 16, 2013 Lynn O'Shaughnessy	The Real Costs of College A net price calculator allows clients to look beyond sticker prices to focus on the only price that matters to a mom and dad: the price they'll pay for their child to attend college.
AskMen.com September 9, 2012 Loukas Mexis	Moving Back In With Parents The economic difficulties that devastated Greek households are forcing more and more 30-year-olds to return to their parent's household with a terrible sense of defeat.
Financial Planning September 1, 2013 John J. Bowen, Jr.	How to Reach Million-Dollar Clients To move your practice onward and upward, you may need to reconfigure the way you do business. Here s how.
On Wall Street August 1, 2011	Five Questions With Charlotte Beyer Charlotte Beyer started this private membership organization, now with 345 families in 17 nations, whose members oversee between $30 million and several billion dollars in assets. Here, she talks about how the wealthy invest now.