Miriam Rozen

Don't let momentum for an asset class in either direction overtake logic.

They started early and hired successor candidates based on their values, not just their skills.

One adviser calls it a "fairly destructive strategy."

Section 1031 of the IRS Code may seem arcane, but using it can be highly beneficial to certain clients.

These prospective clients may have fewer assets but lots of dreams, so make time for them.

These prospective clients may have fewer assets but lots of dreams, so make time for them.

Verify every candidate’s claims about the quality and quantity of their clients.

Verify every candidate’s claims about the quality and quantity of their clients.

Forget mass mailings; instead, try the personal touch.

Forget mass mailings; instead, try the personal touch.

There are private moments in any office — including personal conversations, gripes about bosses and political discourse — that simply do not need to be recorded.

Advisers should consider possible policy changes in planning discussions.

Advisers should consider possible policy changes in planning discussions.

Will Chief District Judge Barbara Lynn be the first to rule against the regulation? Opponents of a case in Texas federal court have high hopes.

Domestic partners who shun marriage may want to rethink those convictions. Here’s why.

Domestic partners who shun marriage may want to rethink those convictions. Here’s why.

Use these strategies when disability and retirement are both concerns.

It’s a "complicated octopus" to manage finances for clients who struggle with chronic health issues.