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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 November 2012 Kate Statler	The Generation (And Other) Gaps Financial advisors must keep many demographic trends in mind to stay ahead.
Financial Planning September 1, 2011 Suzanne McGee	Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money.
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. March 1, 2005 Mark Feffer	The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans.
Financial Advisor October 2011 Ben Mattlin	Caretaker Challenges Clients who care for aging parents need more than financial and tax help from 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?
Financial Advisor September 2012 Ben Mattlin	Bridging The Gap Turning a difference in age from an obstacle into an asset. To be sure, age shouldn't matter. But whether the client is older or younger, doubts can creep in.
Financial Advisor December 2004 Gregory Bresiger	Your Next Client May be a Child Financial relationships that took an advisor years to build can be quickly ruined by a young person's recklessness with money. That's why it is often critical for advisors to know the children of their clients.
Financial Planning May 1, 2006 John Parise	Meet the Family Using a family meeting approach can help your financial advisory clients avoid financial conflicts between the generations and can also help maximize the growth potential of your advisory business.
Registered Rep. April 1, 2006 Gresham & Gresham	The Rewards of Risk Review One thing that everyone should agree on is the need to take a good hard look at the risks a financial advisor can help clients deal with financially, from the risk of having to pay damages in a lawsuit to the risk of outliving their resources.
Investment Advisor November 2006 Chris Blunt	Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks.
Investment Advisor January 2006 Olivia Mellan	The Psychology of Advice: The Silent Generations A huge chunk of our nation's wealth is in the hands of baby boomers' parents. Whether you represent older parents or a grownchild, better intergenerational communication is as important to you as it is to your financial advisory clients.
Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
Registered Rep. January 1, 2011 Jerry Gleeson	Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation.
Financial Planning June 1, 2010 Gregory Salsbury	A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions.
On Wall Street November 1, 2009 Parisi & Leung	Intergenerational Wealth Transfer: The New Advisor Challenge A new survey estimates that 80% to 90% of financial advisors lose assets when their client dies -- mainly because the advisor doesn't know the client's children or heirs.
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.
Investment Advisor September 2008 Kara P. Stapleton	Preparing for Gen Y A recent study found that members of Generation Y, those currently between the ages of 21 and 31, are more likely to say they will need to use their own financial resources for retirement. How can advisors prepare to help this group?
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.
Financial Planning April 1, 2005 Mitchell Rose	Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur.
Registered Rep. July 1, 2004 Kevin McKinley	The Future of College Savings An action plan for managing college savings from the year of a child's birth to the midteen years.
Investment Advisor March 2008 Maya Ivanova	The Right Match To meet the needs of aging clients, advisors need to be educated and responsive.
Registered Rep. April 1, 2007 Kevin McKinley	Financing Tomorrow Here's why and how you should use your skills to foster money harmony between generations, and ensure a position as the family's primary financial advisor today and tomorrow.
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 July 1, 2013 Martha White	Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics.
BusinessWeek October 31, 2005 Anne Tergesen	Three Generations, One Roof There are increasing numbers of three-generation households. Here's how to make it work.
On Wall Street October 1, 2011 Michelle Lodge	Five Questions With Sandra Timmermann MetLife Mature Market Institute director Sandra Timmermann speaks about its latest study on grandparents and how advisors can best serve these early baby boomers as they plan their retirement.
Investment Advisor October 2007 Kara P. Stapleton	The Kids Stay in the Picture Think of your financial advisory clients' children now, and they're likely to think of you later.
Financial Planning May 1, 2012 Mason Braswell	Young Bucks As more of the baby boomer generation heads toward retirement, their Generation Y kids are emerging as a client base to take seriously.
On Wall Street November 1, 2012	Five Questions with Don Blandin The president and CEO of Investor Protection Trust discusses issues facing seniors and the special problems for which advisors should watch, including protecting them against fraud.
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 January 2005 Gregory Bresiger	Rewritting The Rules Many older Americans don't plan to retire-either because they want to, or have to stay working. It's expected that many baby boomers are going to need financial planning and advice, but not the kind that their grandparents and parents did.
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.
Financial Planning May 1, 2011 Scott Schutte	The Kids Are All Right (Maybe) Countless studies find that family fortunes often dwindle away by the end of the second generation. I wonder how many of those families, with the help of a capable advisor, could have preserved the legacies previous generations built so painstakingly.
Registered Rep. August 24, 2011 Jerry Gleeson	Fidelity: 529 plans not an advisor priority Assets in college-targeted 529 savings plans are growing at double-digit rates, but financial advisors appear to be on the sidelines when it comes to working with clients on the product.
Investment Advisor September 2005 Joni Youngwirth	Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients.
Financial Planning May 1, 2011 Martin Shenkman	Caring for Your Client When clients are elderly or chronically ill, including a care manager on the team can provide considerable expertise and benefit both a client and the family.
Registered Rep. November 1, 2004 Steve Gresham	Party's Over The most tragic investing calamities are repeated by clients who should know better and by advisors who did know better and let the clients get in trouble anyway.
Registered Rep. May 1, 2004 Anne Field	Role Reversal What happens when adult children take over part or all of their parents' finances - at the request of Mom or Dad? How should an advisor approach such situations?
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, 2005 Maureen Mohyde	The New Generation Gap Estate planning is one of the most important steps your clients can take to help their families. Planning can help make things easier for everyone when difficult times arise. But a study shows parents are more at ease discussing their estate plans than their boomer children.
Financial Advisor June 2007 Tracey Longo	Grown Up, But Not Gone More and more retired or nearly retired investors are engaging in something that is extremely difficult for even the brightest advisors to accommodate in a financial projection: unplanned giving to their adult kids.
On Wall Street October 1, 2008	The 2008 Retirement Roundtable Our industry experts gather to discuss the big issues facing financial advisors and their clients. Read their opinions on the decumulation phase of retirement plans
Investment Advisor January 2007 Susan L. Hirshman	Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations.
Financial Planning October 1, 2006 Suzanne McGee	Rethinking Retirement Income Helping your financial planning clients to keep sitting pretty in retirement is more complex than ever. How will your practice adapt?
Financial Advisor August 2010 Lori K. Murphy	Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members.
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.
On Wall Street September 1, 2010 Bill Willis	Talking 'Bout The Generations As the traditionalists face the sunset and boomers embrace retirement, it seems essential that brokerage firms and their advisors turn their focus to Generations X and Y.
Registered Rep. May 4, 2011 Charles Paikert	When Advisors Become Minders Services for older clients are becoming increasingly important, and those offerings go way beyond asset management, estate planning and other traditional financial-oriented wealth management tasks.