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Financial Planning Magazine: Special Reports

  • LPL: "We've Arrived"

    November 2009

    LPL is so much bigger than its independent competitors that it exists almost in its own category.

  • AIG Advisor Group: They're Back

    October 2009

    With new leadership at its parent company in place and a sale averted, the AIG Advisor Group believes it is now in a position to prosper. But first, it has to get beyond its identification with a company that brought the world economy to its knees.

  • What's Next

    September 2009

    As the economy stabilizes (we hope), the best advisors are priming their practices for growth. Here's what they're doing.

  • College Panic

    August 2009

    Daunting costs and diminished funds to pay for them—that's what parents of college-bound teenagers are worried about today. Here's how to help them make higher education affordable.

  • Introducing NetX360

    July 2009

    Is Pershing's new workstation the iPhone of financial technology? Will it have an App store? Work on your mobile phone? All of the above, if CIO Suresh Kumar has his way.

  • The Biggest, Fastest-Growing Independent Broker-Dealers 2009

    June 2009

    Revenues, payouts, sales and other data from the 91 largest, fastest-growing independent BDs, all ranked by total revenues.

  • Unwrapping the Package

    May 2009

    Yes, you can definitely make money for your clients this year—by helping them take advantage of the stimulus bill.

  • What Works Now

    These are not the good old days, and the good old ways of doing business may not be enough to get you through. So take some ideas from these advisors who have turned the recession into an opportunity.

  • Rethinking Retirement

    Stocks and housing prices are down and so are clients' spirits. But they may be overreacting to the bad news.

  • Movers & Shakers 2009

    These leaders are shaping the future of your industry.

  • Financial Planning’s Software Survey 2008

    In a tight economy, good software can mean the difference between going strong and growing frustrated. Here’s how your peers are getting the job done.These leaders are shaping the future of your industry.

  • Markets Under Siege

    The financial industry is in crisis and the markets are on a roller coaster. What lies ahead? Industry leaders and top practitioners share their views

  • Green Investing—The Gold Rush

    As the stock market gyrates, there's one sector that's enjoying a flood of interest: alternative energy and sustainable technology. It's not just for tree huggers anymore.

  • What's the Big Idea?

    Top industry figures share their ideas about the most important challenges of running a practice.