Updated Sunday, April 26, 2015 as of 4:59 PM ET

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

Recent Stories From This Author

Cash-Balance Plans Surge

Winning Clients With Charitable Work

Getting Client References Right

5 Books Every Advisor Should Read

Mind Your Manners at Clients' Parties

What to Do About Greedy Clients

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

Advisors on the Move: Morgan Stanley Loses $750M Team
The April Issue is now online!


Industry Events

April 26, 2015 |

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

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

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