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

Recent Stories From This Author

Client Privacy: What to Do About Nosy Family Members

Data Backup: Critical Measures for Advisors

Safeguard Client Data With Smart Hiring

Advisors Beware: Top Tricks of Fraudsters

Worried About Litigious Clients? What to Do

Better Way to Protect Client Data

Advisors: Track Your Staff on Social Media

Global Investing: Help Clients See the Long View

Investing in Global Art? Proceed With Caution

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

Helping Clients Impact Global Climate Change

Why Advisors Should Travel Abroad

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

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