Miriam Rozen

Helping older clients understand that it would be wise to change their place of residence is a knotty and sensitive task.

Helping older clients understand that it would be wise to change their place of residence is a knotty and sensitive task.

Introducing elderly clients to online performance reporting and budgeting tools can be a win-win for advisors and their clients.

Following a favorable IRS ruling, the popularity of these retirement plans has been on the rise. Here's what advisors need to understand about offering them to clients.

Creative ways to measure the effectiveness of an advisor's online efforts.

When spouses or other family members can't agree on where to donate their money, it's time for some diplomacy.

When spouses or other family members can't agree on where to donate their money, it's time for some diplomacy.

When helping clients plan their charitable giving, there are two topics advisors need to cover in-depth in their first conversations.

Stocks that have suddenly become predominant in a client's portfolio are prime candidates for a charitable donation.

When helping clients plan their charitable giving, there are two topics advisors need to cover in-depth in their first conversations.

Stocks that have suddenly become predominant in a client's portfolio are prime candidates for a charitable donation.

The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.

The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.

Mixing your clients' charitable impulses with your own can have multiple benefits.

Some clients are tempted to give too much, while others could afford to do much more. Where do advisors draw the line between helpful and intrusive?

Some clients are tempted to give too much, while others could afford to do much more. Where do advisors draw the line between helpful and intrusive?

Including the next generation in a family's charitable activities helps advisors build a relationship.

Strike a balance between remaining friendly with clients' family members and effectively stopping persistent and inquisitive ones from sussing out details that should remain confidential.

Data backup may not be the most interesting part of an advisor’s role, but they must make the necessary measures a top priority, compliance and security officers say.

Everyone on staff should know how to handle sensitive client information, making it possible for them to be responsive, but not nosy.