Miriam Rozen

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

All Miriam Rozen's Stories
How recent regulatory changes mark a pivotal moment for client/advisor relationships
The world’s second-largest search engine can be among an advisor’s strongest tools for marketing.
Having a family member on staff can complicate your business and home life, but done right, it can make your practice stronger.
When practicing advisors want to burnish credentials with a CFA or MBA, time management becomes their best friend.
Advisors who focus on getting all the assets of their crème de la crème prosper.
Advisors and managers alike need to be specific about their goals and expectations.
Hiring junior people can help free up more time for senior advisors to work with top clients.
Resetting the gender ratios among advisors takes a persistent effort.
On campuses nationwide, a pragmatic alliance between financial planning professors and working advisors is bringing about big changes in curriculum.
How multi-generational tax savings are achieved when parents help children start Roth IRAs.
There's a need for more effective family governance after a client sells a family-owned company. Here's how advisors can help.
Digging into family history helps clients share expectations and legacy with heirs.
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