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Financial Advisor September 2006 Mary Rowland	The Truth About Needy Rich Folks Terms like "life planning" and "wealth management" go in an out of vogue, but the need to meet clients' needs is a constant.
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.
Investment Advisor March 2010 Lewis Schiff	The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.
Registered Rep. August 24, 2011 Charles Paikert	Family Businesses Offer Opportunities -- and Pitfalls -- for Wealth Managers Advisors have to be more aware of the interplay between a family's personal portfolio and its business.
Registered Rep. June 28, 2011 Charles Paikert	Listen Up: Improving Client Relationship Skills Gaining Priority For Wealth Managers The trend is being driven by demographics, fall-out from the financial crisis and the bottom line.
Investment Advisor April 2010 Lewis Schiff	The Affluentialist: The Challenges of Advising the Affluent Advisors need to focus on more than just assets with their very wealthy clients.
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 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.
Investment Advisor October 2006 Savita Iyer	Stepping Into The Great Wide Open An open architecture approach is allowing big banks to compete with private banks for the wealthiest clients.
Financial Planning May 1, 2013 Charles Paikert	Firms Face Advisor Talent Shortage A dearth of suitable candidates is putting a strain on growing firms - and sharply boosting the price tag for top advisors.
Registered Rep. November 1, 2010 Vic Preisser	The Children of the Wealthy Fire Their Parents' Advisors -- Most of the Time That means to grow your advisory business, financial advisors have to go out and find/recruit a replacement for the estate that just left, and then go out and try to find other affluent investors.
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 Advisor November 2006 Robert Casey	Multiplication Multifamily financial advisory offices report double-digit growth, with smaller organizations leading the way.
Registered Rep. November 1, 2004 Will Leitch	The Advisor as Traffic Cop As high-net-worth investors spread their assets around more liberally, they are finding themselves in need of a traffic cop -- a central advisor who can sit in the middle of all the financial activity and make sense of it all.
Financial Advisor October 2005 Sydney LeBlanc	The Billion-Dollar Equation Skill, service, plus separate accounts are key for advisors managing a billion dollars.
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 October 2, 2007 Suzanne McGee	Higher and Higher Today, there are more than 9 million Americans with at least $1 million to invest. Even for the best-prepared and best-educated advisor, a time may come when they need to consider whether continuing to work with their ultra-affluent client is in the best interests of both parties.
Registered Rep. September 1, 2005 David A. Geracioti	You Say, They Say In an industry survey that covered a range of issues, from estate planning to choice of investment products, the responses by wealthy clients and advisors showed a striking disconnect about the needs of high-net-worth individuals.
Financial Advisor November 2005 David J. Drucker	Chasing The Wrong Clients? Some think that financial advisors are after the wrong group of wealthy clients.
Financial Advisor November 2012 Kate Statler	The Generation (And Other) Gaps Financial advisors must keep many demographic trends in mind to stay ahead.
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.
Investment Advisor November 2006 Chris Blunt	Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks.
Registered Rep. June 1, 2006 Kristen French	The Wealth Management Quest Are you really a wealth manager? Do you know what the phrase really means? It pays to know, because a new compensation report shows only 8% of advisors -- across all business channels -- actually fit the bill.
Investment Advisor October 2005 Melanie Waddell	The Playing Field: Welcome to the Family Becoming a wealth manager is not quite as easy as it looks. But the mid-tier millionaires are underserved, so honing skills and capturing some of them as clients should be on every financial adviser's list.
Registered Rep. May 1, 2004 Grove & Prince	E Pluribus Unum As advisors set their sights ever higher, one of the most sought-after types of client is the family office, with advisor notions of the ideal falling just this side of Bill Gates or Warren Buffett.
On Wall Street November 1, 2010 Bill Willis	The Treasure Within In an effort to compete for the high-net-worth segment of the retail market, Merrill Lynch, Morgan Stanley and UBS have formed separate divisions, which were developed to focus on the challenges unique to this wealthy group.
Financial Advisor October 2004 Grove & Prince	Family Offices: Assets And Motivations As advisors and financial services firms vie to add the most affluent clients to their roster, the family office is at the top of the list when it comes to assets and opportunity.
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. January 26, 2011 Charles Paikert	Separation Anxiety: Splitting Personal Wealth From The Family Business Managing personal wealth inside an operating company is hardly ideal. It may, in fact, be detrimental to the long-term interests of both the family and the business.
Financial Planning April 1, 2013	Women Advisors Forum: Learn From the Best Next month's New York gathering offers sessions on divorce planning, career development, digital marketing and more.
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.
Financial Advisor June 2005 Grove & Prince	Preserving Client Relationships In Down Markets What should financial advisors do when the stock market tanks? Communicate early and often to keep clients happy.
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. September 1, 2004 David A. Gaffen	Clean Machines Not all of these Top 50 Advisors have spotless records, but their ability to build such huge practices speaks to how astute they are in avoiding the sorts of complaints that can bring an advisory to its knees.
Financial Advisor June 2006 Grove & Prince	Competing As A Family Office Operating as a multifamily office yields significant benefits for the advisory practice. Satisfied families will help bring other families into the office, which will increase both assets under management and fees.
HBS Working Knowledge March 30, 2015 Davis & Pellegrin	Managing the Family Business: Preparing to Sell Most families are loath to sell the legacy business, but there are good reasons to do so, says John A. Davis.
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.
Financial Advisor December 2004 Grove & Prince	Looking For Leaders Finding the right executive director for the family office: information drawn from the authors' latest book, Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy.
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.
Registered Rep. April 15, 2009 Kristen French	Bank of America Launches Client Referral Program It's one of several referral programs the bank is putting together as part of its integration with Merrill Lynch, including one that would offer leads from the commercial banking division to certain Merrill Lynch advisors.
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. 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.
Registered Rep. May 25, 2011 Charles Paikert	Investment Managers Face Heightened Scrutiny As more wealth managers and multi-family offices outsource their investment decisions to third-party asset managers, these assets managers are coming under greater scrutiny -- and not just for their investment performance.
Investment Advisor October 2008 Maya Ivanova	War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses.
Financial Planning October 1, 2009 John J. Bowen Jr.	Success on Purpose The right practice framework is essential to reaching success in the financial advisory industry, and the most important aspects of this framework fit into seven categories.
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.
Registered Rep. July 19, 2011 Charles Paikert	New Rankings: New York, Houston Shine As Wealth Management Hot Spots Wealth management firms who aren't doing business in the New York or Houston markets may be asking themselves why not.
Investment Advisor November 2006 Bob Clark	Name Game Advisors who want to benefit from the more favorable economics of working with fewer -- but higher net worth -- clients will increasingly need to position themselves as investment managers or wealth managers.
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 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.