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• Features

• You Gotta Have a Plan

  

  By Donald Jay Korn

  Creating retirement plans for small businesses and professional practices presents a big opportunity for planners.

• Foundation for Retirement

  

  By Elizabeth O'Brien

  Foundations and endowments have to throw off income in a variety of economic environments, and they can teach financial advisors a lot about retirement income planning. Relax—you don't have to invest like Harvard or Yale..

• The Elite Advisor

• Can We Talk?

  By John J Bowen Jr

  In times of market turbulence, advisors who communicate with their clients will prosper.

• Industry Insight

• Market-Based Withdrawals

  By Bob Veres

  A new report sheds light on how much your clients can safely take from their retirement portfolios.

• The Business Consultant

• Idea Person

  By Glenn G. Kautt

  To create a strategic plan for your firm, first understand your competition.

• Industry

• Cream of the Crop

  By Marion Asnes

  At a time of market turmoil, Schwab Institutional is luring top advisors with innovative services. Pulling it all together: new COO Trish Cox.

• Growing Old Together

  By Elizabeth O'Brien

  The Fairholme Fund's Bruce Berkowitz seeks a long-term relationship with shareholders.

• High Net Worth

• Global Exposure

  

  By Suzanne McGee

  New products make it easy to trade international currencies as well as securities.

• The Matchmaker

  By Jim Grote

  Alan Goldfarb overcame resistance and successfully merged his financial advisory firm with a regional accounting firm.

• Valuing Your Services

  By Scott Schutte

  As clients enter the decumulation stage, many advisors will face a profit pinch. Changing your pricing model is one way out.

• Open Up!

  

  By Dan Veto

  These communication techniques will help build stronger relationships with clients and prospects.

• Saving a Stretch

  

  By Ed Slott

  A new IRS ruling sheds new light on stretching inherited IRAs, even when the client misses distributions.

• Boring Is Beautiful

  

  By Daniel Thurmaier

  Mutual Funds had a rough 12 months, making formerly ho-hum asset classes suddenly sexy.

• Better Yields

  

  By Donald Jay Korn

  Planners can find several vehicles that produce more income, for today or tomorrow.

• Bad News Benefits

  

  By Stacy Schultz

  As commodities rise and financials fall, investors look to ETFs as a way to leverage failing sectors.