Miriam Rozen

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.

Using an informal script makes sure everyone doesn’t talk over each other.

Using an informal script makes sure everyone doesn’t talk over each other.

Pay attention to feedback about what works and what is confusing or distracting.

Pay attention to feedback about what works and what is confusing or distracting.

Advisers beware: This could be what's wrong with how you're communicating with female clients.

Using these all-in-the-family approaches may be a planner's best way to serve clients and stand out, even against robo competitors.

Merrill Lynch's Stephen Stabile and others are using behavioral finance tools to make better plans for clients.

For some, an additional enterprise prompts an exit from the advisory business.

Time, talent, terms and treasure should be on the checklist of those planners exiting the business.

About one in four U.S. employees say they won’t be able to retire until after 70, and 5% think they'll never be able to retire, according to a survey.