Updated Saturday, July 4, 2015 as of 4:44 PM ET

Miriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas.

Recent Stories From This Author

Breakaways to Wirehouses: What You're Getting Wrong

Fiduciary Training for Breakaways

The Perks of Customizing Client Fees

Marketing Tips for Breakaway Advisors

Create the Culture You Want When You Go Independent

Data Breach: What to Do If Clients Are Federal Employees

Is the Independent Channel Better for Women Advisors?

Independent, But Not Alone: Teaming Up Pays

Help Clients Prepare for the Loss of a Spouse

Elder Financial Abuse: Regulators' Red Flags

Potential Risk to Client Portfolios? Their Elderly Parents

Do Seniors Need New Investment Policy Statements?

Tech for Seniors: Devices to Make Elderly Clients’ Lives Easier

Matchmakers: Connecting Advisors & Ultrawealthy Clients

Capital Gains: Smart Ways to Reduce the Tax Bite

Teaming Up to Better Serve Wealthy Clients

Private Equity's Diversification Illusion

Insurance Swaps: Another Way to Fund Long-Term Care?

Helping Clients Manage a Windfall

Even for HNW Clients, Gifting Still Isn't Easy

Billion-Dollar Roundup: Where Are the Biggest Teams Moving?
The June Issue is now online!


Industry Events

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

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