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Financial Advisor
April 2007
Marla Brill |
The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors.   |
Financial Planning
August 1, 2013
Ingrid Case |
Big Changes for Gay Clients The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others. |
Registered Rep.
June 1, 2004
Anne Field |
The Great Divorce Handled right, divorces can be a new positive for the advisor: In most of the cases one advisor has encountered, she's ended up keeping both exes in the fold after the split-up. |
Investment Advisor
May 2010
Angela Herbers |
The Fast Track: A Marriage of Inconvenience A spouse in a practice almost always results in more problems than it solves. |
On Wall Street
October 1, 2012
Elizabeth Wine |
Same-Sex Couples: The Emerging Client Niche Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals. |
Financial Planning
June 1, 2007
Elizabeth O'Brien |
White Paper He Said, She Said: Affluent households in which both spouses work are more likely to share the responsibility of meeting with the financial advisor. |
Registered Rep.
September 1, 2004
Ruth Halcomb |
Solidifying a Client Marriage There are a number of reasons advisors need to understand prenups and the battles that may accompany them, but one stands out above the others: If a client loses assets in a divorce, his advisor usually loses them as well. |
The Motley Fool
January 18, 2007
Dan Caplinger |
Know Your Marital Rights Marriage brings with it certain financial and legal rights that every couple should take into account when thinking about how to create a solid plan for their future. Marriage will have an impact on your finances, and only by knowing its full extent can you plan correctly for every contingency. |
Financial Planning
July 1, 2012
Janice Fioravante |
Secrets and Lies Advisors' burdens often center on the deceptions, frauds and blunders wrought by their own clients. |
Investment Advisor
February 2007
Susan L. Hirshman |
Prenups and Protection Although a number of financial planning aspects are key to a marriage, the prenup may be moving higher on some of your wealthier clients' priority lists. |
Registered Rep.
February 28, 2011
Hilary Johnson |
Helping Wealthy Couples Agree On Their Financial Plans One of the most challenging conversations for a financial advisor to have, for example, is getting a married couple to agree on a financial plan. |
Financial Advisor
May 2007
Bruce W. Fraser |
When Clients Divorce When faced with divorcing clients, financial advisors can lose two clients, retain one or both. Which will you experience? |
Financial Planning
October 1, 2009
Susan B. Weiner |
Unwed and Planning The number of unmarried couples living together is beginning to surpass the number of married couples. Advisors should start planning for these clients by uncovering exactly what it is they need. |
Registered Rep.
November 6, 2012
Kathleen Burns Kingsbury |
Darlin', Don't Worry Your Pretty Little Head About It The top five mistakes advisors make working with women in couples. |
Financial Planning
September 1, 2011
Martha C. White |
Commingled Finances Advisors need to take extra steps in all the issues that couples face. |
Financial Planning
June 1, 2007
Donald Jay Korn |
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. |
Investment Advisor
November 2006
Chris Blunt |
Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks. |
AskMen.com
Michael Estrin |
6 Financial Benefits of Staying Single Because most guys don't think about their wallets when they pop the question, here are some things to consider before you get married. |
Registered Rep.
January 1, 2003
Steve Gresham |
Zeroing In on the Managed Account Customer Managed accounts are all the rage, but they may not be right for every client. Here are some classic client types who might best be served with managed accounts and some matching marketing strategy for each. |
Financial Planning
August 1, 2012
Donald Jay Korn |
Split Decisions A fundamental fact of divorce is that it realigns relationships. When their clients divorce, financial planners must make sure they promptly and clearly redefine their own relationships with those clients. |
BusinessWeek
April 16, 2007
Susan Berfield |
Does Your Marriage Need A Postnup? Postnuptial agreements can help ease tension as couples' fortunes change - and keep them out of divorce court. |
The Motley Fool
January 18, 2007
Dan Caplinger |
Know Your Marital Rights, Part 2 Marriage brings automatic changes to your financial and estate planning. Careful attention to these issues is required in order to make sure that everything works the way that you and your spouse want. |
Registered Rep.
October 1, 2002
Ruth Halcomb |
Think Beyond the Needs of Ozzie and Harriet Families Less than 25 percent of U.S. households consist of married heterosexual couples with kids. The rights to property or even custody of children in the case of unmarried couples is anything but clear under the law. Tax planning is also an issue. |
The Motley Fool
May 18, 2007
Elizabeth Brokamp |
Ask Mrs. Riches: Seven-Year Rich Getting antsy about your spouse's money management style? Get your financial relationship questions answered here! |
Registered Rep.
October 6, 2015
Megan Leonhardt |
Advisors Working with Spouse See Success Among advisors working as part of a team, the most successful are husbands and wives, according to new research by PriceMetrix. |
Registered Rep.
August 25, 2010
Jerry Gleeson |
Women Investors Want More From Advisors, Report Finds A new survey by Boston Consulting Group that addressed the global wealth of women found a common complaint -- although women's cut of global wealth is growing, the service they get from financial advisors is not equal to that offered to men. |
Registered Rep.
February 1, 2012
Kristen French |
Talk to Her: How to Keep Women Clients Nearly one-half of every financial advisor's book is controlled by women, but unless advisors learn the nuances of communicating with these clients, they could disappear at the drop of a hat. |
Investment Advisor
April 2010
Olivia Mellan |
Why Women Should Take the Wheel Because women live an average of six years longer than their male counterparts, they are much more likely to get to control the money eventually by themselves. |
Registered Rep.
October 11, 2006
David Geracioti |
Divorce Is For Advisors Wacky Prenups... Solidifying a Client Marriage... Stages: Marriage and the Financial Advisor... When Affluenza Strikes... |
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. |
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. |
Financial Advisor
January 2008
Caren Chesler |
With Gay Marriage Comes Gay Divorce Financial planners warn that gay couples, more than their heterosexual counterparts, need to plan for divorce, or they may find themselves facing some hefty financial consequences. |
The Motley Fool
January 9, 2007
Dan Caplinger |
Gaining From Community Property: Part 2 When you first encounter community-property laws, they may seem confusing and unnecessary. However, the benefits of community property can result in large income-tax savings. |
BusinessWeek
December 3, 2009
Chris Farrell |
Beyond Ozzie and Harriet Clearing some of the financial hurdles facing nontraditional families. |
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. |
Investment Advisor
September 2010
James J. Green |
Talk to Me: A Guide to Advising Women and Couples Susan Hirshman's new book, Does This Make My Assets Look Fat?: A Woman's Guide to Finding Financial Empowerment and Success, can help women be more successful in their planning, but it can also teach advisors plenty on how to communicate better with women and couples. |
Financial Advisor
May 2012
Eric Rasmussen |
The Horror Whether it's sibling rivalries, poorly thought out trusts or simply greed, the estate planning world offers an abundance of horror stories. |
Registered Rep.
October 17, 2012
Jerry Gleeson |
The Odd Couple: Advisors and Accountants Mergers between advisors and accountants are often seen as marriages of mutual interest, but don't kid yourself. Industry experts say there's a Mars-and-Venus quality to the partnerships that makes success difficult. |
Financial Advisor
February 2004
Joseph B. Darby III |
A Whole New Ballgame The same-sex marriage ruling in Massachusetts raises many questions for financial planners, but answers few of them. |
Financial Advisor
September 2005
Bruce W. Fraser |
Through The Eyes Of Estate Planning Attorneys Attorneys and financial advisors are natural allies in the estate planning process, but if the relationship is not cultivated properly, it can deteriorate quickly. |
Registered Rep.
January 1, 2006
Susan Konig |
Getting In By Taking the Worry Out Small business owners can be anxious clients at first, but after or so, many advisors say the nature of the relationship changes. What they want is an informed, competent and honest advisor. |
The Motley Fool
October 17, 2006
Mary Dalrymple |
Unwedded Bliss Most of the country's laws assume families will be headed by married couples. That means unmarried couples need to think more carefully about how to arrange their joint financial lives. |
Registered Rep.
December 2, 2013
Diana Britton |
Leaving Home We ask why aren't advisors doing a good job of capturing the assets of their clients' kids? |
Financial Advisor
September 2004
Grove & Prince |
How U.S. Small Business Owners Find Their Advisors Referrals and trustworthiness are key elements for financial advisors in gaining this high-end business. |
Financial Advisor
July 2005
Lynn O'Shaughnessy |
A Kinder, Gentler Way To Divorce The financial impact of blowing a marriage apart can leave behind a lot of destruction. But collaborative divorce is gaining popularity as a way to ease much of the pain and suffering. |
Investment Advisor
June 2007
Melanie Waddell |
Only So Far, Still? Bias against women in the financial field -- both clients and advisors -- still exists. |
Entrepreneur
January 2010 |
Ugly Breakup The ravages of divorce can wreck your business. Here's how to avoid financial disaster. |
Financial Advisor
June 2011
Evan Simonoff |
How Different Are We Really? Editor's Note: Anyone who thinks that the recession didn't expose the financial vulnerabilities and insecurities of men as much as women is living on Neptune, not Mars or Venus. |
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. |
Investment Advisor
June 2008
Lewis Schiff |
After-Death Experiences High net worth widows are vulnerable emotionally, and also to preying advisors. |
