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Registered Rep.
September 18, 2009
Christina Mucciolo |
Pro Athletes Are Financially Challenged Within two years of retirement, 78 percent of former NFL players have gone bankrupt or are under financial stress   |
AskMen.com
Christopher Hunt |
NBA Draft Financial Lessons NBA draft: don't blow it! Former star Antoine Walker warns against finance pitfalls. |
Financial Advisor
April 2005
Raymond Fazzi |
Advisors For Professional Athletes Team Up Without any real help learning about financial planning for professional athletes, CFP Femi Shote and three other sports advisors founded the Sports Financial Advisors Association. |
Investment Advisor
April 2010
Robert F. Keane |
Adding a Super Bowl Quarterback Constellation Wealth Advisors hires a former quarterback. |
The Motley Fool
October 2, 2009
Selena Maranjian |
Don't Let Your Dream Turn Into a Nightmare Being a star athlete isn't all it's cracked up to be. |
Financial Advisor
October 2004
Raymond Fazzi |
Planning For The Long Gains While many financial advisors preach discipline and forethought, the sports world is often a fast-paced place of shady business deals, where millionaires are made and broken practically overnight. |
Investment Advisor
April 2010
Robert F. Keane |
A Beacon in the Firmament Constellation Wealth Advisors serves the ultra-wealthy by being all things to some people. |
Financial Planning
August 1, 2007
Jim Grote |
Practice Profile: The Coach Christopher I. Franklin, CEO of Titan Financial Services, works with professional athletes, but his client strategy is no game. |
Registered Rep.
December 12, 2007
John Churchill |
Dykstra Pitches Annuities To Rich Athletes Lenny Dykstra wants professional athletes to invest with him. The baseball star turned financial analyst is now touting a financial advice/lifestyle magazine to pro athletes. |
Financial Planning
September 1, 2011
Scott Schutte |
Suddenly Wealthy Newfound wealth may bring a major life change for clients, often stirring a range of complex emotions. |
Financial Advisor
February 2007
David J. Drucker |
The Retirement Dilemma Will your aging client base kill your financial advisory business? |
AskMen.com
August 4, 2014
Johnny Testa |
Athletes Who Retired Early Here's a list (in no particular order) of athletes that retired early. |
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. |
Bank Technology News
May 2006
Shane Kite |
High-net-worth Service: Basic Training For Wealth Advisors Firms like SunTrust are pulling out all the stops to serve the rich, including mentors to help the advisory team deal with every aspect of wealth management, even family counseling. |
Financial Advisor
April 2004
Grove & Prince |
Creating A Wealth Management Team Team members are competitive, but that shouldn't hurt their service. |
Financial Advisor
January 2006
Karen DeMasters |
Sudden Wealth, Sudden Mess? Windfall recipients may need special handling by financial advisors -- and maybe a kick in the pants. Done right, that relationship can translate into a multigenerational client. |
HBS Working Knowledge
October 29, 2007
Sarah Jane Gilbert |
Marketing Maria: Managing the Athlete Endorsement Marketing executives value entertainment-related endorsements because of the difficulty of reaching a wide group of consumers using traditional advertising. |
Registered Rep.
November 1, 2002
Ruth Halcomb |
When Affluenza Strikes It can be every advisor's dream. But for those unprepared, it can become a nightmare. Lesson No. 1: The nouveau riche aren't like you or me. Emotions can run high as erstwhile family members and charities look for a chunk of their money; truly, handholding can become a huge part of your job. |
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. |
Financial Planning
September 1, 2006
Marie Swift |
Niche Masters If you do your job well, narrowly targeted financial planning practices come with their own built-in marketing strategy. |
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.
March 1, 2005
Grove & Prince |
In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk. |
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. |
AskMen.com
June 14, 2001
Armando Gomez |
Profile Of A Sports Agent Are you the active type that loves to play sports, but knows he can't make a living from it? If you answered yes, then you might be the perfect guy to work in the wide world of sports, but not necessarily on the court or field... |
Registered Rep.
September 1, 2005
Grove & Prince |
Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors. |
Financial Advisor
March 2004
Grove & Prince |
Thinking And Acting Like A Wealth Manager It's the difference between offering products and providing solutions. |
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.
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. |
Financial Advisor
January 2006
Grove & Prince |
Key Mistakes Of New Wealth Managers Wealth management is a serious decision for advisors that can be disruptive to their business and difficult to implement. Future generations of advisors can benefit by using these findings to build skills, reorient focus and settle in to the role of wealth manager. |
Financial Planning
October 1, 2011
Martin Shenkman |
Star Power When your clients are celebrities or athletes, estate planning takes on new dimensions. While every client is unique, star power brings with it several unique issues that change the entire planning process, creating new risks as well as new opportunities. |
Inc.
May 15, 2000
Mike Hofman |
Any Given Start-Up In years past, only a Super Bowl ring could light up the eyes of a burly football player. But now he's just as likely to perk up over a hot new dot-com |
Financial Advisor
July 2006
Grove & Prince |
Accountants As Wealth Managers Accountants offering wealth management can be double-edged swords -- simultaneously delivering tremendous opportunities and thorny challenges to the firms and professionals they work with each and every day. |
On Wall Street
August 1, 2012
Lorie Konish |
Olympians Who Became Financial Advisors Discuss Their Lives, Work Most Olympic competitors want to make the most of any wealth that they attain when their physical talents are at their peak. For a select few, like Eric Flaim, this serves as inspiration to become a financial advisor and help other athletes and clients find their financial footing. |
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 Advisor
February 2005
Grove & Prince |
Why This Business Is So Tough The first in a series of articles about the risks, rewards and challenges of being a wealth manager, as well as the ever-changing tools of the trade. |
AskMen.com
June 23, 2004
Lewis Helfand |
Pensions In Pro Sports Comparing the pensions of the major professional sports leagues. |
Financial Advisor
March 2005
Grove & Prince |
Know Thy Clients This is the second in a series of articles about the risks, rewards and challenges of wealth management, as well as the ever-changing tools of the trade. |
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
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. |
The Motley Fool
July 2, 2008
Selena Maranjian |
Latrell Sprewell, Evander Holyfield, and You Enjoy a cushier retirement than pro athletes. |
On Wall Street
July 1, 2010
Lee Conrad |
Barclays Builds Its Beachhead In The U.S.-- But Can It Pick Up The Pace? There are lingering questions in some corners over whether Barclays Wealth can really make a go of it in the United States. |
Registered Rep.
January 27, 2011
Charles Paikert |
Consumer Confidence Rising, But Investors Still Skittish Measures of consumer and investor confidence are rising rapidly, but wealth managers say their clients aren't completely on board yet. |
Financial Planning
March 1, 2005
Alan Gersten |
Show Me the Money! Why professional athletes make tough clients for financial planners. Here's some advice on how to handle their financial issues. |
Registered Rep.
March 28, 2012
Charles Paikert |
Branch Managers Are Key For Aggregator Growth There is growing demand for their talents in one corner of the wealth management universe: newly formed aggregators who are busy buying up firms and opening offices across the country. |
Registered Rep.
October 18, 2011
Charles Paikert |
Freedom From Wealth: Heavy Hitters Offer Game Plan For High Earners "Freedom from Wealth" is at its best when it clearly lays out exactly how families should approach the wealth that they have, including what they want it to be for and how they should go about managing it. |
Registered Rep.
May 1, 2005 |
13 Percent Percentage of advisors who say they have switched to a wealth management model. |
AskMen.com
Steve Seepersaud |
How Athletes Are Cultivated How do aspiring sports stars hone their talents so they're ready for the big time and the dollars that are up for grabs? How much money is involved in cultivating talent? |
AskMen.com
Steve Seepersaud |
5 Expensive Athlete Divorces Because male athletes are paid so handsomely, their wives tend to live extravagant lifestyles. Even if the marriages end, these women are usually still set for life. The guys, on the other hand, lose a significant portion of the wealth that they earned on the mound, between the posts or on the back nine. |
Financial Advisor
April 2005
Grove & Prince |
The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management. |
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. |
