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Financial Planning
March 1, 2011
Ann Brenoff |
The Personal Touch In 2009, Cathy Morrison left her job of 23 years as senior vice president of the High Net Worth Group at Roxbury Capital Management and opened her own firm to fill what she saw as a need in the industry-helping clients deal with all the financial services companies in their lives.   |
Financial Planning
September 1, 2012
Ingrid Case |
Planners Who Deal With Business Owners Can Find it Rewarding It s not always easy to work with highly successful business owners, but the effort can be rewarding. |
Registered Rep.
March 1, 2005
Anne Field |
The Psychology of Money Most reps view themselves as some combination of stockpicker, number cruncher, relationship builder and financial advisor. But it's increasingly helpful to throw a dash of psychological expertise into the mix. |
Financial Planning
May 1, 2013
Ingrid Case |
New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference. |
Financial Planning
July 1, 2011
Temma Ehrenfeld |
How's Your Money Feeling? Most planners want to know what you're thinking as far as your money is concerned, but Rick Kahler also wants to know what's on your mind. |
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. |
Financial Advisor
May 2011
Matt Greco |
High Anxiety Rich and poor are worried about money. A group of financial planners and psychotherapists has formed to discuss issues of common interest. |
Financial Advisor
November 2012
Jerilyn Klein Bier |
No More Secrets New 401(k) fee disclosure rules could generate big opportunities for advisors. |
Investment Advisor
June 2007
Steven T. Merkel |
Today's Wealth Manager Just like anyone can call themselves a "financial planner," any firm can represent themselves as being "wealth management" caliber. So how can you distinguish yourself among all the competition? |
Financial Planning
September 30, 2013
Charles Paikert |
Lifetime Achievement: Lew & Karen Altfest The success of Altfest Personal Wealth Management is highlighted in this article. |
Investment Advisor
August 2010
Marlene Y. Satter |
College Savings: Do Your Homework For advisors helping clients pay college tuition, the subject is not a quick study |
Financial Planning
October 1, 2008
Jim Grote |
Anticipating Needs Rutherford Asset Planning already caters to the financial needs of the elderly. |
Investment Advisor
July 2007
Olivia Mellan |
Therapeutic Finance Once, finance was finance and psychotherapy was psychotherapy. That's different now -- to the benefit of many financial advisors and their clients. |
Financial Planning
September 1, 2007
Rick Kahler |
Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they? |
Financial Planning
December 1, 2007
Jim Grote |
High Net Worth: Practice Profile: The Listener Karen Altfest uses her fine-tuned interviewing skills to help solve the financial issues of her predominantly female clients. |
Financial Advisor
June 2011
Jerilyn Klein Bier |
Tapping 401(k) Opportunities Financial advisors in the 401(k) space are optimistic about future prospects in a shifting regulatory landscape. |
Financial Advisor
October 2004
David Drucker |
When Your Partner Is Your Spouse Do the traditional gender roles of the 1950s carry over to the office when husband and wife financial advisors work together? Here are three representative situations. |
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. |
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
April 1, 2007
Suzanne McGee |
High Net Worth: Affluent Medicine If your financial advisory clients haven't discussed concierge healthcare with you yet, they may well do so very soon. Here's what you need to know. |
Financial Planning
February 1, 2006
Ed McCarthy |
Adding On Clients are clamoring for additional services, and some financial advisers are eager to please. But look before you leap into new lines of business. |
Financial Planning
March 1, 2013
Ingrid Case |
College Housing for Clients' Kids? Is purchasing a place for a child to live in a smart financial choice? Here's how to help your clients avoid owning Animal House. |
Financial Advisor
March 2011
Bruce W. Fraser |
Stand And Deliver Yes, you can grow income as a retirement income specialist. Find out how. |
Financial Planning
August 1, 2006
Elizabeth O'Brien |
Bookshelf Personal Financial Planning, by Lewis J. Altfest, is a broad text for planners and covers topics from basic household budgets to estate planning. |
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. |
Investment Advisor
February 2007
Robert F. Keane |
Catching up with... Lew Altfest An interview with the associate professor of finance and author of Personal Financial Planning, which is already being adopted in college classrooms around the country, about Total Portfolio Management. |
Financial Advisor
July 2006
Tracey Longo |
Why Aren't There More Women? NAPFA's new women's roundtable plans to learn why more women aren't choosing the financial advisory profession. |
Financial Planning
August 1, 2012
Ingrid Case |
Keeping Your Head in the Game You can't ignore your long-term goals and expect your planning business to thrive. But you can find ways to attend to those goals by using some tactics that other planners have relied on to balance long- and short-term business needs. |
