Updated Saturday, May 18, 2013 as of 11:05 AM ET
Donald Jay Korn

Recent Stories From This Author

Top Custodians: Battling for Custody

January 1, 2013
Custodians try different strategies for growth as advisors break away to join RIA firms.

Hot Swap: Property Exchanges for Retiring Baby Boomers

December 1, 2012
As boomers retire and relocate, these tax-deferred deals offer a sweet way to offload real estate investments.

Paying it Forward: Funding 529 Plans for Grandchildren

December 1, 2012
Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.

The Joys of Not Being in Charge: Being an Employee Not an Employer

November 1, 2012
Some advisors find being an employee offers fewer hassles and more time with clients.

High-Octane Expansion: Hightower Advisors Has a New Growth Plan

November 1, 2012
HighTower has gotten a big boost by working with independents. Can it keep up the momentum?

Meetings of the Minds: Planners Use Investment Committees to Build Consensus and Explain Strategies

October 1, 2012
Planning firms find that investment committees can help build consensus and explain strategies to clients.

Writing for Profit: Planners Use Call Options to Deliver Respectable Returns

October 1, 2012
Writing call options is a time-consuming tactic, but may deliver respectable returns in a sideways stock market.

Planners Need to Be Prudent in this Litigious Era

September 1, 2012
In a litigious era, planners need to be able to prove that they proceeded prudently.

Split Decisions: Planners Clients who Divorce

August 1, 2012
When clients divorce, planners must tread lightly to avoid taking sides.
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