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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.   |
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
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. |
Registered Rep.
January 1, 2005
Anne Field |
Poor Little Rich Kids With a horde of competitors pursuing the same market, and with statistics showing that the highly affluent trust financial advisors less than ever before, winning and retaining wealthy accounts requires delicacy, savvy and, most of all, smart marketing. |
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 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. |
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. |
Registered Rep.
October 1, 2006
Anne Field |
Creepy Conversations Holding onto clients' assets after their death isn't easy. The only effective way to do it is to establish a relationship with the clients' offspring. Here's how. |
Financial Advisor
March 2011
Caren Chesler |
Homeward Bound In a tough economic environment, some clients must deal with their children moving back home. |
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. |
Investment Advisor
August 2007
Lewis Schiff |
Keeping It in the Family More than money is at stake when assets transfer to clients' children. Estate planning is a poor substitute for not being able to communicate with your children. |
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. |
Investment Advisor
December 2006
Mark Tibergien |
Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting. |
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. |
Financial Planning
August 1, 2006
Suzanne McGee |
Yours, Mine & Ours Blended families can resemble the Brady bunch -- or the battling Carringtons of Dynasty. Creative financial planners can keep money from stirring up conflict. |
Investment Advisor
May 2010
Lewis Schiff |
The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance. |
Investment Advisor
October 2008
Olivia Mellan |
Long-Term Losses How can you cut your losses when they keep going on and on? |
Investment Advisor
August 2006
Olivia Mellan |
The Psychology of Advice: That Good Old College Try Here's how to help financial advisory clients deal with college planning anxiety. |
Investment Advisor
December 2005
Olivia Mellan |
The Psychology of Advice: Under the Affluence When financial advisory clients come to you wondering what they should do with their money, help them identify the values and goals that are most important to them. Explore their feelings and desires on the deepest level, so you can help them move from fantasies to goals that are grounded in reality. |
Financial Advisor
November 2003
David J. Drucker |
Ethics And The Elderly Serving the elderly puts in play a host of ethical dilemmas for financial planners. |
Investment Advisor
April 1, 2011
Olivia Mellan |
And the Pass Is Incomplete Baby boomers are scheduled to inherit $8.4 trillion from their parents -- but don't expect it all to go smoothly |
BusinessWeek
October 2, 2006
Toddi Gutner |
MySpace For The Sandlot Set Social networks like Club Penguin are quickly catching pre-tweens' attention. |
The Family Room
Susan M. Ward |
Do I Love My Child As Much As You Love Yours? Occasionally, the question is asked directly, or sometimes it's unasked, but hinted at.... Do I love my daughter as much as if she were "really" mine...? You see...my daughter was adopted. |
Financial Advisor
June 2005
Bruce W. Fraser |
The Rush To Dynasty Trusts It remains to be seen whether dynasty trusts will endure. Meantime, they remain a viable way for the wealthy to shield assets over generations, and for financial advisors they can be a lucrative source of fee income. |
Salon.com
January 17, 2003
John George |
My disappearing daughter I watched my confident teenager head off to college. A few months later, I greeted a fragile, frightened apparition -- 35 pounds thinner than when she'd left. A story of anorexia, guilt and understanding. |
AskMen.com
Ross Bonander |
How To: Win Over Her Parents Every parent wants what's best for their daughter. So let your actions, not just words, represent you. |
Financial Planning
June 1, 2011
Jim Grote |
Industry Veteran As Richard R. Lee Jr. sees it, attracting a big chunk of money to manage isn't a key sign of success, even though his Dallas firm handles roughly $1 billion for its clients. In Lee's opinion, planners should focus as much on planning as on managing money. |
BusinessWeek
February 13, 2006
Bruce Einhorn |
This Is The Face Of Broadband TV PCCW's Janice Lee has Net video thriving in Hong Kong - and she's not stopping there. |
ifeminists
March 9, 2005 |
Letter to the Editor: Epiphany of a Patriot Until family law policy and the associated devastation of the lives of children, parents, and families in the United States is reconciled, there is no high moral ground. The soapbox of lofty American values is a weak mirage and nothing more. |
Mother Jones
October 1999
David Goodman |
America's Newest Class War An innovative Vermont law designed to equalize school funding has pitted the haves against the have-nots |
