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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.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
Financial Planning June 1, 2008 Elizabeth O'Brien	Millionaires Ahoy! Independent advisors who are looking to snag more millionaire clients should focus their efforts on prospects who do not already have a registered investment advisor, according to a new study by Fidelity Investments.
Financial Planning November 1, 2012	Retirement Advisor Confidence Index: Risk Tolerance Grows Again Financial Planning s Retirement Advisor Confidence Index rose for the second straight month in October, indicating continued optimism among the planning community.
Financial Advisor March 2012 Somnath Basu	The Anatomy Of The Boomer Retirement Market They are woefully unprepared for retirement. The problem could be bigger than the 2008 financial crisis, requiring a new round of bailouts.
Financial Advisor November 2008 Ken Ziesenheim	The Probability Of Real, Real Returns Financial advisors should be evaluating clients' investment returns after taxes, expenses, and inflation to get a real picture of what their portfolios have earned.
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.
On Wall Street February 1, 2010 Gerri Leder	Emerging From Crisis With the Three Rs The eventual winners will be those advisors who review, regroup and reform their assumptions.
Financial Planning May 1, 2013	Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.
BusinessWeek June 9, 2011 Steven Sloan	States Are Rejecting Millionaire Taxes Opposition from Republicans and business, plus rising revenues, are leading to a rollback
The Motley Fool April 18, 2011 Morgan Housel	5 Things to Know About Taxes Just in time for tax day.
BusinessWeek December 10, 2009 Lewis Braham	Stocks vs. Bonds: Tax Strategies, State by State For wealthy investors, especially those living in states with high income taxes, tax-exempt municipal bonds could be a better play than stocks.
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.
Registered Rep. April 17, 2007 David A. Geracioti	Tax Day For Millions of Citizens Is More Like Pay Day A Congressional Budget Office report says that "the rich" (defined as the top 40% of earners) pay almost all of the personal income tax collected by the U.S. government.
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.
Financial Planning September 1, 2010 Paul Menchaca	Who's Wealthy Now? During today's sluggish recovery from a deep economic recession, the simple fact is that fewer americans, even the rich ones, are immune to financial stress.
HBS Working Knowledge April 15, 2015	Why Americans Voted for an Income Tax Matthew Weinzierl looks at the justifications for the United States income tax and whether it is an unfair burden or fair payment for services rendered.
On Wall Street October 1, 2013 Mason Braswell	Addressing Those Who Resist Retirement Here's how to talk to your clients about retiring when they don t want to.
Registered Rep. February 18, 2010 David A. Geracioti	The Return of the Estate Tax and "New Money" Financial advisors with entrepreneurial clients -- first-generation wealth creators -- best take heed of Obama's recently introduced plans to bring back the federal estate tax.
Financial Planning August 1, 2013	Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month.
Investment Advisor July 2007 Melanie Waddell	Gen Xers: The Optimal Client? The best new clients for financial advisors may be high-net-worth Gen Xers, but the trick will be luring these young millionaires away from the banks.
Registered Rep. November 8, 2010 Charles Paikert	Stronger Economy, Higher Taxes Forecast at IMCA Conference Financial advisors should prepare for both an improved economy and higher taxes, according to the keynote speakers at the Investment Management Consultants Association Advanced Wealth Management Conference in San Francisco this morning.
The Motley Fool January 13, 2010	Lower Taxes Are Always in Season What you can do now to reduce your taxes.
Financial Advisor July 2009 Mary Rowland	Avoiding The Tax Man Moving out of a state might help a client save taxes; moving out of the U.S. probably won't.
On Wall Street January 1, 2011 Matthew Leung	The New State Of Social Security Less than one-third of clients know how much they will need to save to supplement social security benefits during retirement. Even fewer clients know what their spouse's Social Security benefits will be.
Wall Street & Technology October 28, 2008 Leslie Kramer	SunGard Enhances WealthStation Financial Planning Enhancement geared to help advisors guide clients through uncertainty.
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 Planning March 1, 2013	Retirement Advisor Confidence Index: Optimism Grows After election jitters and the fiscal cliff melodrama, advisors find optimism - and a planning opportunity.
Financial Advisor August 2005 Grove & Prince	The Affluent And The Federal Estate Tax For America's taxpayers and the politicians who represent them, few issues are as controversial and contentious as the federal estate tax.
Financial Planning June 1, 2011 George H. Walper Jr.	The Worried Wealthy Surprisingly, few multimillionaires see themselves as "very wealthy." Much like the rest of us, they fret about the economy, the federal deficit, taxes and health care.
Investment Advisor April 2006 Melanie Waddell	Four Planners Who Get It: Chuck Robertson Due to higher taxes and greater longevity, today's retirees, particularly baby boomers, face a more challenging retirement than previous generations. Here's what financial advisors can do to help.
CFO June 15, 2012 Marielle Segarra	Small Businesses Spend More Time on Taxes Nearly two-thirds of small businesses surveyed by the National Small Business Association spent more than 40 hours on federal taxes last year, a 7% jump since the year before.
Investment Advisor January 1, 2011 James J. Green	Hold That Hyperbole! Advisors may have strong political opinions, but they should set aside their partisanship -- not deny it -- to serve the needs of their clients.
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.
Financial Planning September 1, 2012	Retirement Advisor Confidence Index: New Index Tracks Advisory Sector The Retirement Advisor Confidence Index is a monthly barometer of business conditions for the wealth management sector. The initial reading of 48.7% shows a modest contraction in business activity
Registered Rep. May 6, 2007 Christina Mucciolo	More Millionaires Investing on Their Own, Study Says There are a lot of millionaires in the United States. More than ever, in fact, according to recent research. But are they turning to financial advisors for help? Well, yes, and no.
Financial Planning September 1, 2013	Advisor Confidence Rises, as Does Taste for Risk The index reverses its fall, led by shifts in client behavior and market performance.
On Wall Street July 1, 2013 Dave Lindorff	Back to School on 529s The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy.
Registered Rep. March 7, 2012	Due Diligence: Four Overlooked Havens of Wealth If you are looking for that golden land of wealth management opportunity, eFinancialCareers has done a little homework for you.
Investment Advisor January 2007 Ivanova & Kahler	The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas.
Reason July 2004 Julian Sanchez	Flat-Tax Perspective Without reform, the relative tax burden borne by the American middle class could soon get heavier still thanks to the Alternative Minimum Tax.
Financial Advisor April 2007 Grove & Prince	Tune In To America's Core Wealthy Small business owners represent that greatest potential for growth and wealth in America. Historically, they have been a lucrative and complex client for financial advisors and will remain so.
HBS Working Knowledge September 8, 2009 Martha Lagace	The Height Tax, and Other New Ways to Think about Taxation Most people view taxes as a burden rather than as a rich topic of study and an immensely powerful policy tool.
Financial Planning July 1, 2013	Advisors Show Mixed Views of Markets Readings show a modest lift in client optimism but a drop in retirement activity.
Registered Rep. July 1, 2006 Kristen French	Trading Up The Wealth Advisor Institute, a new trade group for advisors who cater to the wealthy, opened its doors in June.
The Motley Fool January 16, 2007 Dan Caplinger	Two Homes, Two Tax Bills Not knowing a state's residency rules can be expensive at tax time.
Investment Advisor March 2010	Soapbox: What Comes First: Nation or Client? A professional service of financial planners conflicts with the tax needs of our nation.
Investment Advisor July 2006 Robert F. Keane	Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has.
Financial Advisor October 2010 Michael Patrick Jacobs	Investors Demand More This advisor provides highlights of what he's found clients today are looking for when they seek advice.
Financial Advisor May 2005 Shaw-Grove & Prince	Taking the Pulse of Affluent Investors A recent survey reveals that millionaire investors have changed their thinking over the past four years and have lost faith in their financial advisors.