Updated Thursday, October 2, 2014 as of 2:38 AM ET

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

Recent Stories From This Author

Investing in Global Art? Proceed With Caution

Global Investing: Help Clients See the Long View

With Global Data, Paint the Right Picture for Clients

In Frontier Economy Assets, Diversification Is Key

Drilling Down on Emerging and Frontier Market Indexes

Beware the Pitfalls of Currency Investments

Why Advisors Should Travel Abroad

Helping Clients Impact Global Climate Change

Global Investing: Betting on Peace

Portfolio Manager Blasts Fed for Creating Bond Risk

3 Practice Fixes to Combat Robo Advisors

Why Advisors Need a Virtual Office

Digital Marketing: 3 Goals for Advisors

Advisor Productivity Tip: Ditch Excessive Email

With Scottish Independence Vote, Uncertainty Abounds

Long-Term Care Update: 6 Trends to Watch

Why Advisors Shouldn't Fret Over the 4% Rule

ESOPs for Retiring Entrepreneur Clients?

Client Retiring Unexpectedly? What to Do

Social Security: Boost Benefits for Both Spouses

The October Issue is now online!


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