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Financial Planning February 1, 2013 Jim Grote	Practice Profile: Raoul Rodriguez Walters Raoul Rodriguez Walters planning practice specializes in the intricacies of financial migration.
Registered Rep. June 1, 2005 Ruth Halcomb	Across Borders Moving to a new country opens a Pandora's box of financial issues. Insurance, retirement income, tax planning and estate planning are all affected by a move. Financial advisors need to be ready to help.
Financial Planning September 1, 2006 Suzanne McGee	The New High Net Worth Client Thinks Globally Wealthy, sophisticated baby boomers are accumulating multinational holdings, ranging from Mexican real estate to Belgian pension benefits. The plans they need are anything but routine.
Financial Planning November 1, 2007 Marci Baker	Planners Without Borders Span the globe with advisors who are setting up boutique practices in various countries.
Financial Planning May 1, 2007 Elizabeth O'Brien	Do Your Clients Want to Retire Abroad? Living overseas offers a sense of adventure and, often, a reduced cost of living. Yet most people -- and their financial advisors -- don't realize how much planning is needed to make the move a success.
Financial Advisor September 2004 Karen DeMasters	Retiring Abroad Financial questions become more complicated when two sets of tax codes, inheritance laws or health care regulations come into question, but the resources available to financial advisors are growing as the number of expatriate clients increases.
Financial Advisor February 2004 Gail Liberman	Coming To America Advisors may face new challenges from more foreign-born clients.
Investment Advisor July 2008 Melanie Waddell	Globalization Now It's not a question of if, but when, every advisor will embrace the reality that the world is shrinking. Are you ready?
On Wall Street August 1, 2013 Mason Braswell	Attracting Ultra-Wealthy International Clients Firms scale their U.S. operations in hopes of netting the coveted ultra-wealthy international client.
Registered Rep. April 11, 2014 Mark Miller	Are You Considering Retirement Abroad? What You Need to Know Are you encountering clients thinking of retiring abroad? It's a growing trend: the number of retirees, spouses and widows receiving Social Security benefit payments outside the U.S. rose 26 percent between 2006 and 2012
Financial Planning August 1, 2011 Ingrid Case	Foreign Affairs Financial planners need to ask clients whether they hold money outside the U.S. and advise them on the proper tax steps. Many clients clearly don't know the law.
Registered Rep. June 24, 2015 Gregory Taggart	FATCA And The New Era of Global Transparency It's taken some time, but it's harder for U.S. citizens to hold foreign accounts away from the eyes of the IRS.
Financial Planning September 1, 2009 Jim Grote	The Multinationals Cross-border financial planning can evoke an aura of sophistication and romance. But the reality is more about the technical aspects of immigration, tax, investments, risk management, employee benefits, estate planning and social insurance between countries.
Registered Rep. August 22, 2014 Mark Miller	Retiring Overseas Suzan Haskins and her husband Dan Prescher became experts on living abroad by doing it themselves. they wrote a book called The International Living Guide to Retiring Overseas on a Budget.
Financial Advisor June 2008	Frontline News News: As the number of financial advisory players shrinks, recruiting intensifies... Pomering to run Moss Adams' RIA unit... Pershing advisor solutions sets exec committee... Larger taxable distributions on mutual funds... etc.
Reason Aug/Sep 2009 Veronique de Rugy	Destroying Jobs in Order to Save Them: Obama's Corporate Tax "Reforms" Make a Bad Situation Worse. Instead of making the corporate tax system worse, why not reform it? Why not avoid old protectionist tricks such as Buy American provisions and instead let U.S. firms compete abroad without the chains of the U.S. tax code?
BusinessWeek January 20, 2011 Cohn & Caminiti	The Multinational Tax Advantage A study of U.S.-based multinationals' effective tax rates shows the disadvantages of America's corporate tax system are not as great as some companies claim.
Investment Advisor February 1, 2011 Andy Hyltin	Why Go Global in Choosing Real Estate for Client Portfolios? Deciding to invest in international REITs is easier said than done.
The Motley Fool July 13, 2010 Selena Maranjian	Will Taxes Soon Skyrocket? The situation may not be as dire as it seems.
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 November 2008	Frontline News News for the Financial Industry: Tumult Could Expand Ranks Of RIAs... M&A Activity Remains Healthy... Independent B-Ds: Don't Tread On Us... Who Has The Most Satisfied Advisors?... The Business Of Serving Business Owners... etc.
Investment Advisor April 2009	Soapbox: How to Restore Trust If we want advisors to act in the best interest of clients, there should be a compensation system that offers them incentives them to do so.
Investment Advisor March 2007 Savita Iyer	Uncle Sam May Take His Cut Private annuity trusts lose their luster as the IRS nears a final decision on this estate planning tool.
Financial Advisor November 2011	Frontline News Managing volatility in unstable markets... Patent -- and potential hassles -- pending over wealthcare case... Bank on it (not)...
On Wall Street November 1, 2009 Gerri Leder	Navigating A New Tax Era As far as taxes are concerned, make no mistake: Your clients' retirement savings are in peril. In our lifetime, the tax burden will likely change wealth and consumption habits for advisors and clients alike.
Financial Advisor June 3, 2010	Frontline News Advisor news: Threshold Rising... Staying Healthy May Cost You In Retirement... SEC Looks To Update ADV Part II... IRS Sets Sights On The Very Wealthy... more...
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.
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.
The Motley Fool March 3, 2010 Robert Brokamp	You Need a Financial Advisor If you can't or would rather not manage your money, then a fee-only financial advisor is your best bet.
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 Advisor	Frontline News News of interest to advisors: Clients want insured investments... Francais succeeds Kochis as Aspiriant CEO... Financial Planning Association's Top Lobbyist Stepping Down... New Web sites keep advisors honest... more...
Financial Planning December 1, 2006 Marshall Eckblad	The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.
Financial Advisor October 2006 Raymond Fazzi	Embracing The Small Client The trend is to seek out big accounts, but many investment managers and planners continue to value relationships with small clients.
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 Advisor June 2011 Bruce W. Fraser	Rebuilding Trust - Part 2 Six leaders in the wealth management continue their discussion of the advisory industry and how new rules and regulations will impact it.
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.
BusinessWeek December 3, 2007 Nanette Byrnes	The Taxman Barely Cometh A look at which companies pay the least - and how proposed reforms would affect profits from abroad.
The Motley Fool October 30, 2006 Dan Caplinger	Avoid the Boiler Room Some financial advisors know more about sales than they do about investing. Finding good financial advice is tough. Investors with little or no knowledge about their finances are extremely vulnerable to disreputable professionals.
The Motley Fool April 18, 2011 Morgan Housel	5 Things to Know About Taxes Just in time for tax day.
Investment Advisor January 2007 Bob Clark	The Trust Threat Financial advisors need to rethink adding trust services to their offerings.
Financial Advisor December 2010	Frontline News RIAs Transferred To States May Get Dual Exams... Piqued By Peak Oil... The Art Of The Referral... etc.
Financial Advisor November 2007	Frontline News CFP Board Picks New Chief Of Exams And Education... Are Regulators Losing Their Mojo?... Gingrich, Ford: Save New York City... Staffing -- Not Clients or Revenues -- Is Advisors' Big Challenge... etc.
Registered Rep. November 25, 2009 Philip Palaveev	The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners.
Financial Advisor July 2012	It's A Trust Thing People trust their financial advisor more than their primary doctor, according to a recent survey of investors by John Hancock Financial.
The Motley Fool April 12, 2010 Selena Maranjian	Beware These Tax Scams The IRS won't fall for these schemes. Neither should you.
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 July 2008 Savita Iyer-Ahrestani	Shrinking Planet Even as globalization has opened up the world of cross-border investing and money management, individuals will only be able to realize its full potential if countries support globalization with the right kind of regulatory systems.
Investment Advisor March 2008 Angela Herbers	Words of Wisdom Keeping older professionals in the industry should be a priority. And if we don't do something to rectify this situation sooner rather than later, we face the prospect of watching the experience of a whole generation literally walk out the door.
Financial Advisor September 2009	Frontline News News for the financial services industry: Regulations, Fiduciaries And Other Things... Breakaway Broker Trend Slowing?... Barney Frank Won't Push SRO For Advisors... CFP Board's Proposed New Education Standard... M&A Activity Down, But Not Out... more...
Investment Advisor September 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.