Updated Friday, July 25, 2014 as of 4:38 PM ET

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

Recent Stories From This Author

Why Good Records Are Critical to Clients' Success

Why Good Records Are Critical to Clients' Success

Long Term Care: When a Client Is the Caregiver

Help Clients Reset Retirement Expectations

Travel Tips: Help Clients Heading Overseas

Personal Histories: Smart Way to Reach Clients

Why Fee Transparency Is a Must

Does Your Office Send the Right Message?

How to Talk About Clients' Health

Interest in Defined-Benefit Grows Among Small Business Owners

Regulators Eye Elder Abuse Issues

Client Events Need Just the Right Touch-Here's How

Dear Old-School Advisor: Change Your Ways, or Lose Our Business

Philanthropy Planning: Tips for Advisors

Social Media's New Champions

What to Do When Clients Grossly Overweight One Stock

Australia Redefines How Advisors Relate to Clients

'Investing' in Art: Rules for Clients & Advisors

Top 40 Advisors Under 40: Number 8 Adam Estes

Top 40 Advisors Under 40: Number 2 Stephen Barrett

Lists
2014 Summer Reading List for Advisors

Current Issue

The July Issue is now online!


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