Financial Planning

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• Cover Story

• Real Estate's Rehabilitation

  By Ann Marsh

  The time may be right to persuade clients to get into the real estate market. What are the best ways to do it?

• Features

• THE ABCs OF BDCs

  By David E. Adler

  Business development corporations help build portfolio income.

• Strategic Default: When is it Right for Homeowners?

  By June Fletcher

  Can clients get over the shame of defaulting on a mortgage?

• Columns

Business Consultant

• Transitions

  By Glenn G. Kautt

  Plan your exit now to leave your firm in better shape.

Industry Insight

• Rethinking Distribution Planning

  By Bob Veres

  How well do our models fit actual behavior in retirement?

The Elite Advisor

• Borrow From the Best

  By John J. Bowen, Jr.

  You can learn a lot from the most successful advisors. Here's how to adopt their strategies.

• Industry

• Savvy, Direct Investing

  By Donna Mitchell

  Financial planners are rethinking the wisdom of outsourcing portfolio management.

Fund Manager

• Property Power

  By Ilana Polyak

  Neuberger Berman Real Estate's managers point to the strength of the real estate market.

• Departments

My Word

• SEC, Un-liked

  By Mike Byrnes

  The regulator's stance on social media should be revised for the 21st century.

The Portfolio

• Emerging Stars

  By Craig L. Israelsen

  With diversified emerging markets funds, you can add performance pop to your portfolio without taking on too much risk.

• Fight Night: ETFs vs. Open-End Funds

  By Joseph Lisanti

  It's the distribution platform driving the battle between these two investments products.

The Practice

• Tech Tools: Stripped-Down App

  By Joel Bruckenstein

  Grendel's low-cost solution offers simplicity with limits.

• Gotcha! Audits Get Tougher

  By Jennifer Woods Burke

  Here's how and why your firm's next compliance audit may be shockingly different.

• The Producers

  By Samantha Allen

  Advisors learn to get creative with online video, connecting with clients and prospects in a new way.

The Client

• Finding Fraud

  By Peggy Tracy

  Advisors should think like detectives to catch client wrongdoing.

• Newfangled Annuities

  By Ed Slott

  IRA owners can now use their assets to buy longevity annuities, but there can be drawbacks.

• Young Bucks

  By Mason Braswell

  As wealth is passed along by baby boomers, firms are working to appeal to younger clients.

Data

• On a Positive Note

  By Donna Mitchell

  Mutual fund investors expressed broad confidence in the first quarter, but were most bullish about the tech and financial sectors.

• High Net Worth

Practice Profile

• Mastering a Niche

  By Jim Grote

  Going narrow - finding the right client segments - has put one Chicago wealth management firm on the path to success, emphasizing teamwork along the way.