Updated Wednesday, May 27, 2015 as of 8:00 PM ET

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

Recent Stories From This Author

Helping 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

How to Bring In HNW Clients' Outside Assets

LTC: Is Spousal-Sharing Rider Sufficient?

Helping Senior Clients Leave Their Homes

Why it Pays to Help Elderly Clients With Online Tools

Cash-Balance Plans Surge

Winning Clients With Charitable Work

Getting Client References Right

5 Books Every Advisor Should Read

Advisors on the Move: Wells Fargo Nabs $650M Team
The May Issue is now online!


Industry Events

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

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

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