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Financial Planning
August 1, 2010
Martin Shenkman |
Not Fade Away Planners must care because the aging population brings with it great incidences of chronic illnesses and every aspect of planning is affected.   |
On Wall Street
November 1, 2010
Lauren Barack |
Difficult Conversations In Trying Times Michael Olman has watched clients affected by chronic illness. The senior vice president and wealth management specialist at Raymond James & Associates knows these sensitive times require both a deft touch, and a firm handle on financial matters. |
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 Planning
July 1, 2010
Martin Shenkman |
Oblique Lens Every client and advisor is aware of key life events and how they may have an impact on planning. However, the real planning opportunities are often subtle. Don't let them go unnoticed. |
Registered Rep.
May 20, 2014
Alan Lavine |
Should You Buy a Critical Care Rider? More than 10 insurers, including American General, Prudential and Nationwide Guardian, have added chronic illness riders to their life insurance policies, according to published reports. |
On Wall Street
May 1, 2012
Lorie Konish |
Counseling Clients Through Mental Illness Wealth planning for families coping with mental illnesses requires a lot of attention around estate plans and supplemental and special needs trusts to ensure affected family members are cared for. |
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 Planning
February 1, 2011
Martin Shenkman |
Two-Year Bonus The 2010 Tax Act is the most significant change in the estate-tax system in quite some time. Yet some of the conclusions and a significant part of the advice your clients have read in the media are misleading. |
Managed Care
December 2003
Martin Sipkoff |
Health Plans Begin To Address Chronic Care Management As with so much else in health care, observing protocols, analyzing data, and rethinking benefit designs are important. |
Financial Planning
April 1, 2013
Martin Shenkman |
Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets. |
BusinessWeek
January 17, 2005
Carol Marie Cropper |
Keeping Your Job When You're Ill Federal laws provide sick workers with some protection, but you need to play your cards carefully. |
American Journal of Nursing
October 2005
Charlotte Thomas-Hawkins |
Self-Management of Chronic Kidney Disease Effective management of this disease requires the patient to be the principal illness manager and this skill requires the nurses guidance and support. |
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 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 Planning
February 1, 2013
Martin Shenkman |
Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider. |
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. |
Financial Planning
August 1, 2012
Ann Marsh |
Planners as Heroes Honors for planners who represent the profession as a whole and care for people at all levels and walks of life |
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.
November 2, 2015
David H. Lenok |
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder? |
American Family Physician
January 15, 2003 |
Health Problems and Your Sex Life People with chronic illnesses can feel tired and depressed a lot of the time. They may have pain, stiffness, or trouble sleeping. They may need medicines or other treatments that affect their sex life. |
Managed Care
September 2007
Jaan Sidorov |
Does the Chronic Care Model Signal Big Changes for DM? The pros and cons of disease management programs and the Chronic Care Model weigh heavily, but ultimately, a melding may benefit patients and primary care physicians. |
American Family Physician
December 15, 2000 |
When You Are the Caregiver You're a caregiver if you give basic care to a person who has a chronic medical condition. How can I tell if caregiving is putting too much stress on me?... Why is caring for someone with dementia (Alzheimer's disease) so hard?... etc. |
Financial Planning
January 1, 2010
John J. Bowen Jr. |
Beyond Investments Your affluent clients want help protecting, enhancing, transferring and donating their wealth. Are you ready to meet their needs? |
BusinessWeek
January 30, 2006
Anne Tergesen |
Interest Rates And Your Estate Even small changes can affect what you'll pass along to your heirs, so bear these tips in mind when shopping for trusts. |
Financial Planning
May 1, 2007
John J. Bowen |
Rx for Affluent Physicians Here's how financial advisors can approach the wealth management challenges of one attractive niche market. |
Nurse Practitioner
March 2012
Baumann & Dang |
Helping Patients with Chronic Conditions Overcome Barriers to Self-Care Here are approaches nurse practitioners can use to reduce or eliminate barriers to self-care in adults with chronic conditions. |
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 |
Registered Rep.
March 1, 2005
Grove & Prince |
In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk. |
American Family Physician
July 15, 2000 |
AFP 50 Years Ago This feature, titled "Emotional Problems of the Chronically Ill," is reproduced from the December 1950 issue of GP. |
Financial Planning
May 1, 2013
Ingrid Case |
New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference. |
Financial Advisor
April 2004
Grove & Prince |
Creating A Wealth Management Team Team members are competitive, but that shouldn't hurt their service. |
Investment Advisor
June 2007
Steven T. Merkel |
Today's Wealth Manager Just like anyone can call themselves a "financial planner," any firm can represent themselves as being "wealth management" caliber. So how can you distinguish yourself among all the competition? |
American Journal of Nursing
July 2010
Ruppar & Conn |
Interventions to Promote Physical Activity in Chronically Ill Adults The health benefits of physical activity in chronic illness are well documented. |
On Wall Street
June 1, 2011 |
The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more. |
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. |
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 Planning
August 1, 2009
Donna Mitchell |
Alzheimer's Toll A study surveyed 369 advisors in the U.S. to gauge their understanding of Alzheimer's and their preparedness for dealing with clients who have the disease. |
Managed Care
August 2002
Garis & Farmer |
Examining Costs of Chronic Conditions In a Medicaid Population The unique resource needs of different chronic illnesses should be considered in benchmarking and evaluating chronic-disease management programs. |
Investment Advisor
May 2006
Robert F. Keane |
Service, Service, Service Wealth manager Tom Orecchio has built his career on service to his clients and the profession. The plan is working. |
Financial Planning
February 1, 2007
John J. Bowen |
Network Basics Financial planners should assemble a team of three core experts to meet the needs of their wealthy clients. |
On Wall Street
January 1, 2013
Mira Fine |
Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone. |
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. |
Investment Advisor
April 2009 |
Upgrades News on advisors and their partners: Greenbaum and Orecchio changes name to Modera Wealth Management... EISI offers the Bear Market Plan... CRM Software releases ClientView Live... Prima Capital forms an alliance with Central Trust and Investment Co. ... |
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 1, 2006
Russ Alan Prince |
Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market. |
Commercial Investment Real Estate
Nov/Dec 2012
Christopher H. Volk |
To Lease or not to Lease? That is the question corporate managers must answer. |
Financial Planning
March 1, 2008
John J Bowen |
Getting an Edge For many financial advisors, the choice to offer wealth management services isn't easy. They wonder if wealth management is really worth it. The answer is yes. |
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
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. |
Investment Advisor
August 2007
Lewis Schiff |
Keeping It in the Family More than money is at stake when assets transfer to clients' children. Estate planning is a poor substitute for not being able to communicate with your children. |
