
Donald Jay Korn
Donald Jay Korn is a contributing writer for Financial Planning in New York.

Donald Jay Korn is a contributing writer for Financial Planning in New York.
Merrill Lynch financial advisor Goran Bojovski, number 14 on the Top 40 Under 40 list, says that focusing on corporate retirement plans helps him serve a range of clients.
A hypothetical advisor grossing $200,000 a year could potentially increase annual production by more than 30% by adopting these best practices.
The new top executive at Cetera Advisor Networks said he plans to emphasize growth in 2013.
For J.P. Morgan Securities financial advisor James Odorczuk, who lands at number 16 on the Top 40 Under 40 list, making decisions on behalf of clients is a team effort.
The advisor population is stagnant and aging; older advisors may not relish the hassles of a moving to a new firm. Meanwhile, barriers to entry for new financial advisors remain highless than 15% of trainees succeed in establishing a viable business.
Morgan Stanley financial advisor Jack Riley, number 17 on the Top 40 Under 40 List, says that offering well-rounded services to his corporate executive clients has helped bring him success.
Facebook, which is used by 85% of advisors that are using social media, is far and away the most widely-used application, followed by LinkedIn (56%), Twitter (44%), Google (34%) and YouTube (31%).
UBS financial advisor David Lugo, number 18 on the Top 40 Under 40 list, says that close community ties in Puerto Rico have helped foster the success of his practice.
WealthEngine has introduced a platform that helps advisory firms locate and profile high-net-worth individuals.
According to a recent Investor Watch report from UBS Wealth Management Americas, long-term care is respondents greatest personal financial concern.
Morgan Stanley financial advisor Michael Merlin, number 19 on the Top 40 Under 40 list, says that making listening to clients a priority gives him an advantage over other advisors.
Morgan Stanley financial advisor Devin Condron, who lands at number 20 on the Top 40 Under 40 list, works to help younger members of ultra high net worth families understand everything from choosing a mortgage to donor-advised funds.
Assets in ETFs and other indexed products will reach $10.4 trillion by 2017, up more than 100% since 2011, a new report from Tiburon Strategic Advisors predicts.
Morgan Stanley financial advisor Bruce Munster, number 21 on the Top 40 Under 40 list, says that sitting down with a local billionaire was a tipping point for understanding what wealthy clients want.
Foreclosure filings fell in 2012, yet more foreclosed homes are likely to come up for sale in 2013. This increase could be good news for prospective home owners and investors, according to Daren Blomquist, vice president at Irvine, California-based RealtyTrac, an online marketplace for foreclosure properties.
The RIA market continues to grow, but it wound up in second place last year.
Morgan Stanley advisor Anthony C. Jones, who ranks at number 22 on the Top 40 Under 40 list, focuses on helping entrepreneur clients move away from concentrated stock portfolios.
Deutsche financial advisor Jason Zaks, number 23 on the Top 40 Under 40 list, prefers the personal side of investing including handwritten notes to clients.
Want to know whether a stock is a buy, sell, or hold? Investors and advisors can find out quickly by glancing at their iPhone.
According to Joe Hurley, founder of Savingforcollege.com, by far the most frequently asked questions he receives from advisors concern the impact of 529 plans on financial aid.