Updated Thursday, December 18, 2014 as of 6:28 AM ET

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

Recent Stories From This Author

Better Ways to Work With Outside Experts

Advisors: How to Command a Room

No Bad Blood: How Family Partnerships Thrive

Compensation: How to Talk to Clients

Advisors: 5 Rules for 50-somethings Managing 20-somethings

Is Your Social Media Strategy Working?

Family Split on Philanthropy? How to Help

Smart Giving Strategy: Donate Overweighted Stocks

Charitable Giving: What to Ask First

Hidden Pitfalls of Charitable Remainder Trusts

Giving Tip: Bring Clients to Charitable Events

How Much Should Clients Give to Charity?

Connect with Clients' Children

Client Privacy: What to Do About Nosy Family Members

Data Backup: Critical Measures for Advisors

Safeguard Client Data With Smart Hiring

Advisors Beware: Top Tricks of Fraudsters

Worried About Litigious Clients? What to Do

Better Way to Protect Client Data

Advisors: Track Your Staff on Social Media

The December Issue is now online!


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