Viewpoint article hit nail on the head

Great Viewpoint article in the Feb. 23 issue, “The five new realities of wirehouse advice,” by Timothy D.

Great Viewpoint article in the Feb. 23 issue, “The five new realities of wirehouse advice,” by Timothy D. Welsh, president and founder of Nexus Strategy LLC of Larkspur, Calif., and Patrick Butler, who held senior banking and wealth management positions at Merrill Lynch & Co. Inc. of New York.

I think they hit the nail right on the head: Small is the new big.

Daniel Santanello
Senior vice president
Assistant branch manager
Winslow Evans & Crocker Inc.
Boston

Planning essential when dealing with Alzheimer’s

I read the article, “Advisers take on challenge of clients with Alzheimer’s,” which appeared in the March 22 issue, and I wanted to congratulate you on a well-conceived and thought-out article on some of the financial aspects of this debilitating disease.

Hopefully, it will help your readers understand the importance of advanced planning in this area.

Norris G. Edmonson
Partner
Jones McKnight & Edmonson PC
Conyers, Ga.

Advisers should be aware of five types of ID theft

Regarding the Just Thinking column that appeared in the March 2 issue, “Picking your pockets surgically,” on medical identity theft. It was refreshing to see that you are alerting financial advisers to help their clients with regard to this issue.

However, advisers should also make sure that their clients are aware of all five types of identity theft. In the latest Federal Trade Commission report, identity theft was the No. 1 complaint for the ninth year in a row.

As a general agent, I make sure all my clients are offered identity theft protection as well as prepaid legal services, because about 70% don’t even have a will or living will in place.

There will always be those clients that suffer from blissful ignorance or it-won’t-happen-to-me syndrome.

Joseph W. Nollet
Certified identity theft risk management specialist
Armed Forces Benefit Association Ontario, Calif.

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