The Globalization of Financial Planning
- Crossing Industry Lines: Convergence Products Target Convenience. Blowers, Sean // National Underwriter / Life & Health Financial Services;8/13/2001, Vol. 105 Issue 33, p14
Focuses on the emergence of convergence products on the financial services industry in the United States. Concept involved in convergence products; Benefits of the products to consumers; Tips on marketing convergence products.
- Use Estate Planning and Improve Your Bottom Line. Phillips, John // Advisor Today;Feb2004, Vol. 99 Issue 2, p56
Features Achieving Success, a new Programs in a Box which offers outstanding sales ideas for insurance and financial professionals pertaining to the use of estate planning. Selection of topics included in the program; Relevant features of the program; Significance of estate planning.
- What Estate Planners Will Be Doing in 10 Years (or Not). Kurlowicz, Ted T. // Journal of Financial Service Professionals;Jan2005, Vol. 59 Issue 1, p66
Estate planners have a timeless role of preserving their clients' estates. The services and techniques employed have adapted to changing conditions and will continue to do so. Forecasts of future services and techniques are most reliable if demographic, social, economic, and governmental trends...
- Â£80m to improve financial capability. Salmon, James // Money Marketing;3/30/2006, p8
The article reports that the Great Britain Financial Services Authority has unveiled a project to improve financial capability, which includes training teachers to teach personal finance to secondary school students in England. It also include changes in its web site and publications for...
- Special Needs: Unique Considerations. Stimpson, Jeff // Practical Accountant;May2001, Vol. 34 Issue 5, p24
Discusses important issues involved in financial planning for families of children with special needs (SN). Benefits of regular financial planning; Written master plan that expresses the family's wishes for the future of the child; Tests of income and assets; Picking a guardian; Age of parents...
- The retirement rush. Longo, Tracey // Financial Planning;Sep97, Vol. 27 Issue 9, p39
Discusses the implications to financial planners' businesses of the first wave of baby boomers reaching retirement age in 2011. Projected outpacing of accumulations by distribution of peoples' assets; Financial planners' competition with mutual fund companies, brokerage firms and bank for the...
- How to Avoid Probate. // Advisor Today;May2001, Vol. 96 Issue 5, p35
Deals with a video presentation sponsored by the Society of Financial Service Professionals which demonstrated probate in estate planning. How to avoid probate; Importance of the financial advisor's involvement in the estate-planning process.
- Helping Members Bring Out Their Inner Barney Fife. Dickmann, Frank J. // Credit Union Journal;10/9/2006, Vol. 10 Issue 40, p4
The author reflects on the need for credit unions to create a community for their members in the U.S. Active monitoring and work on the part of the credit union is required when offering a personal finance community. According to the author, credit unions are exiting the same room their...
- 'A Family Bank' Can Serve Many Planning Purposes. Higgins, Barry // National Underwriter / Life & Health Financial Services;8/25/2003, Vol. 107 Issue 34, p13
Focuses on ways in which a family bank can help baby boomers with their financial planning. Flexibility given by the family bank approach than a typical trust arrangement; Ways in which college costs can be covered by family bank; Facilities offered by the system to daughter of the family to...