Staying Together Is Hard to DoSep 1, 2005,By Anne Field Thinking of starting a limited liability corporation? If so, you're not alone. About 80 percent to 90 percent of new practices choose that form of business... An Advisor's Guide to Long-Term CareAug 1, 2005,By Stephen D. Gresham and Glen E. Gresham, M.D. There is one thing that can be deadly medicine to the financial health of even well-prepared clients: long-term care. This year, the number of men and... When a Partner LeavesAug 1, 2005,By Janet Arrowood Buy/sell agreements are security blankets for small business owners, but the pacts can breed a false sense of the warm and fuzzies, if not properly handled.... Playing DoctorJul 1, 2005,By Stephen D. Gresham and Glen E. Gresham, M.D. Health care costs are likely to be any retiree's greatest expense. Financial advisors, then, need to address the potential havoc health risks can have... Preparing for the EndJun 1, 2005,By Stephen D. Gresham and Glen E. Gresham, M.D. The Terry Schiavo case incited passionate debate about a number of different issues. While opponents squared off on emotionally charged topics like quality... Winning the Aging GameMay 1, 2005,By Stephen D. Gresham and Glen E. Gresham, M.D. At 6 feet 1 inch, 247 pounds and only 31 years old, Tedy Bruschi doesn't fit most people's profile of a stroke victim. But just two weeks after helping... What About Your Retirement?May 1, 2005,By Mindy Diamond Brokers often take a shortsighted view of their careers, and this usually turns an effort to convince them to think about their own retirements into an... In Praise of the LumpApr 1, 2005,By Kevin McKinley The word carries enough negative connotations that it comes as no surprise when its presence in a conversation about a retiree's future makes all involved... The 401(k) GameplanApr 1, 2005,By Jim Ambrosio Businesses large and small have found 401(k) retirement plans to be an important benefit to attract and retain a superior workforce. But small-business... Boomers Reject Their ParentsApr 1, 2005,Will Leitch Merrill Lynch is taking a radical new look at how retirement and baby boomers are perceived and it could change the way their advisors structure their... Don't Fear the ReaperMar 1, 2005,By Will Leitch Investors are happy to think about retiring but are reluctant to contemplate what comes next. Such are the separate findings from surveys from AXA Financial and PNC Advisors.... The Family Lock BoxMar 1, 2005,By Mark Feffer Business people of a certain age probably can remember a plaque that secretaries everywhere once displayed with pride: "Poor planning on your part does not consttute an automatic emergency on my part." It's a saying financial advisors should encourage their retiring clients to forward to their baby boomer children.... In Praise of WorkMar 1, 2005,By Kevin McKinley According to a recent AARP survey of baby boomers, four out of five members of that generation plan on working after they retire from their jobs. Some... Small ChangeMar 1, 2005,By John Churchill For years, many opponents have seen the notion of Social Security privatization as a thinly veiled make-work project for Wall Street. Trillions of dollars, they said, would flow into stocks and mutual funds, producing a huge windfall for brokerages, money managers and, perhaps, even for financial advisors. Though opponents may have valid arguments against the privatization of Social Security, the specter of a gian give-away to the financial services industry is no longer one of them.... Retirement ClassFeb 1, 2005,John Churchill Making a profit in smaller qualified retirement plans has been difficult for advisors because of high costs. However, it's gotten easier in the past couple... Planning for the HandoffDec 1, 2004,By Anne Field He knew it wasn't going to be easy: A few years ago, William Bourke took a deep breath, looked his new client in the eye, and asked about succession plans... The Great Gray BeastNov 1, 2004,By David A. Geracioti If you think too many baby boomers are blissfully ignorant of their own financial future, just turn your attention to Washington, D.C. Peter G. Peterson,... The Dawn of the Retirement AgeNov 1, 2004,By Chris O'Leary Ric Edelman, who runs Fairfax, Va.-based financial advisory firm Edelman Financial Services, received a call a while ago from a prospective client, who... Party's OverNov 1, 2004,By Steve Gresham Investor misfortune is a good thing at least for financial advisors trolling for new clients. The industry now sits on the cusp of perhaps the best illustration... It's All RelativeApr 1, 2004,By Anne Field But a lot had to happen before they could take their place in the driver's seat. For starters, the neophytes (who were in their 20s at the time) needed... The Baby Kabloomers!Apr 1, 2004,By Kevin McKinley The phrase helping people quit dredges up all manner of images, most of them having to do with substance-abuse therapy. For many advisors that's apt,... You've Only Just BegunMar 1, 2004,By Kevin McKinley The word conjures up all manner of restful images a man napping in a hammock, a woman playing bridge with her friends, a visored couple strolling towards... The Truth Shall Set You FreeJan 1, 2004,By Kevin McKinley According to a recent Securities Industry Association survey, only 10 percent of investors view the financial services industry in a favorable light,... The Creativity GapJan 1, 2004,By Hannah Shaw Grove and Russ Alan Prince It's an article of faith in the wealth management world that there are no cookie-cutter solutions for the affluent. Of course all clients, even those... Putting On HeirsJan 1, 2003,By Kevin McKinley In your initial meetings with clients, an answer to one question will give you insight into their values, lives and dreams and create a healthy anxiety... How to Be a Retirement Planning HeroNov 1, 2002,By Pamela J. Black Every broker has heard a story like this one. Recently, Tom Mingone, a financial planner in New City, N.Y., got a call from a new prospect. The man, a... I'm OK, You're 401(k)Nov 1, 2002,By Bennett Voyles An old Greek proverb warns that you shouldn't speak of rope in the house of a man who has just been hanged, but if rope is your stock in trade, what can... The Rep The Man with the PlanNov 1, 2002,David A. Geracioti During a recent radio address, President Bush said he supported the Retirement Security Advice Act, H.R. 2269, which recently passed the House. The act... Merrill to Reps: Go Get 401(k) BusinessOct 22, 2002,By Rick Weinberg Merrill Lynch advisors are now going to offer participants in Merrill-run retirement plans specific buy and sell recommendations. Indeed, participants may elect to turn over all investment decisions to Merrill advisors.... Retirement Planning: Retirement Planning for TeensAug 1, 2002,By Kevin McKinley Yes, you can sell Roth IRAa to parents of working teenagers. And, while junior flips burgers, the family fortune builds.... Avoid the Enron 401(k) Problem.Jun 1, 2002,By Roger C. Siske Setting up retirement plans for your business clients can be risky. Nevertheless, there's a recipe for protecting yourself from unpleasant surprises.... A Retiring WomanApr 1, 2002,By William Atkinson After four decades in the business, Gayla Borgognoni has seen investing trends come and go. In the meantime, she built a $200 million book.... 401(k)s for AllFeb 1, 2002,David A. Gaffen Advisors have a new weapon in their fee-boosting arsenal: Individual 401(k) plans. Thanks to a little-known provision of tax legislation passed in June,... |
Current Issue Asset-Gathering MachinesBY HALAH TOURYALAI In the first half of 2008, Camden Capital Management, a fee-only RIA in El Segundo, Calif., added $100 million to its growing pot of client assets... advertisement Career Developmentadvertisement Rep. ResearchBook Review
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