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Financial Advisor
June 2004
Gregory Bresiger |
Advisors Are Living Dangerously Professionals continue to grapple with the question of errors and omissions insurance coverage. They believe that it is unnecessary. These uninsured advisors, one insurance executive says, run in the thousands.   |
Financial Planning
November 1, 2011
Donald Jay Korn |
Barely Covered When the going gets tough, the tough cut costs. Clients worried about their finances may think about dumping big expenses that may seem to be a luxury, such as disability insurance. In this case, they would likely be wrong. |
Financial Planning
December 1, 2009
Donald Jay Korn |
Prudent Policy Agents should help their clients reevaluate their insurance policies at the end of every year. |
The Motley Fool
August 3, 2007
Dan Caplinger |
When to Buy Long-Term Care Insurance Long-term care insurance pays out financial benefits to help you pay the expenses of nursing homes and home health care. Should you buy now, wait, or just skip the whole thing? |
Financial Advisor
September 2007
Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
Financial Planning
January 1, 2011
Ingrid Case |
Fading Minds In the best circumstances, families tell planners when an older person is no longer able to make independent financial decisions. |
Financial Planning
January 1, 2009
Jeanne Lee |
More Pink Slips Our economy has shed a staggering 1.9 million jobs in 2008 alone. As a result, many financial planners are having to help clients cope with situations much more dire than their worst-case scenarios. |
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. |
The Motley Fool
November 15, 2005
David Braze |
Should You Buy Long-Term Care Insurance? An insurance policy can help pay for senior care, but it may not be right for everyone. |
Registered Rep.
March 1, 2003
Anne Field |
Shining a Light on Client Dreams Call it financial planning with a therapeutic edge -- life planners help clients save for non-traditional and sometimes deeply personal goals. Life planning could be the ultimate in value-added financial advisory service. |
Investment Advisor
March 2008
Maya Ivanova |
The Right Match To meet the needs of aging clients, advisors need to be educated and responsive. |
Financial Planning
January 1, 2009
Stacy Schultz |
Serving Their Own Financial planners spend much of their time preparing members of the 78 million-strong baby boom generation to retire in the coming decade or two. But many of them overlook the fact that the majority of planners are boomers themselves and are seeking to exit the business. |
Financial Advisor
February 2007
Mary Rowland |
Resolutions For 2007 Ideas for 2007 that you may have neglected to put on your list: Bringing balance to your life... Becoming a better financial planner and a better person... etc. |
Financial Planning
July 1, 2013
Katie Kuehner-Hebert |
Quitting Your Job? Create an Exit Strategy Advisors considering a change of venue need a game plan and a clear sense of who owns their client relationships. |
Financial Planning
November 1, 2008
Ingrid Case |
Take It Off As former Wall Street institutions lie in ruins, experts are predicting that the forces that brought them down -- and changes that these downfalls may unleash -- will make life far different for financial advisors in the not-so-distant future. |
Financial Planning
April 1, 2013
Scott Wenger |
Editor's Note: Teaming Up for Small Business As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value |
Financial Planning
May 1, 2005
Suzanne McGee |
Confronting the Overspending Client One of the hardest things to say to a client is, "You're spending too much." Here's how thoughtful planners handle the conversation. |
Financial Planning
March 1, 2008
Elizabeth O'Brien |
Your Network of Experts Forging ties across disciplines can improve your client service and give your practice an edge over the competition. |
Investment Advisor
March 2006
Angela Herbers |
The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm. |
Financial Planning
November 1, 2006
Elizabeth O'Brien |
The Thing You Can't Ignore (Anymore) Seven industry experts discuss the topic of financial advisory practice management. Success breeds competition, and the advisors who come out ahead will know how to run their practices like businesses. |
Financial Planning
December 1, 2012
Bob Veres |
Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description. |
Financial Planning
April 1, 2007
Elizabeth O'Brien |
Are Your Clients Covered? Today's healthcare system demands vigilance from consumers and planners alike. Some financial planners are taking on the complex, expensive market for individual health insurance. And they're finding solutions. |
Financial Planning
February 1, 2012
Ann Marsh |
15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax. |
Financial Advisor
June 2005
Roy Diliberto & Mitch Anthony |
A Practice You Can Live With Don't let your financial advisory business become your master. |
Financial Planning
June 1, 2012
Dave Grant |
To Grow, Think Small Niche marketing, by design, focuses on a small segment of the market. By choosing a smaller group to serve, you can become a specialist serving the needs of this population. |
Financial Planning
October 1, 2012
Ann Marsh |
Realms Of Influence: Financial Planning's Influencer Awards to Six Outstanding Advisors Financial Planning's annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights. |
Financial Planning
July 1, 2013
Scott Wenger |
FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers. |
Financial Planning
September 1, 2006
Joan Warner |
Life Planning Goes Mainstream Will baby boomers respond best to asset allocation models that are served up with a dash of soul-searching? Some of the biggest firms are betting on it. |
Financial Advisor
September 2004
Tracey Longo |
7 Sins Of Bad Business Planning Correcting these bad business practices might make your financial firm seem like heaven. |
Financial Planning
March 1, 2011
Donna Mitchell |
Staffing: The Next Generation Early in the life cycle of a financial planning firm, once it grows beyond a few seasoned principals, comes the day you hire your first new young associate planner. It's an important step for your firm, and for the profession. |
Financial Planning
September 1, 2010
Marc Freedman |
Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises. |
Investment Advisor
October 2009
Lewis Schiff |
The Affluentialist: Beyond the Numbers The more intricate the financial and personal lives of clients, the more likely clients will ask for non-financial advice. |
Financial Planning
March 1, 2013
Ann Marsh |
Planning 2023: 12 Trends to Watch Here's what to expect from the financial advice profession and your clients. Trends to watch include discussion of data security, artificial intelligence, and the evolution of crowdfunding. |
Financial Planning
August 1, 2012
Dave Grant |
New Kids in the Field Fee-only RIA firm owners and tenured financial planners younger than 30 are ready to move the planning profession forward and are in a strong position to do so. |
Financial Planning
September 1, 2008 |
Looking at the Future Foretelling the future has never been the role of the financial planner. But while no one can predict when the market will return to bull territory, there are some things planners do know and must prepare for. |
