Financial Planning

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• Features

• Markets Under Siege

  By Jeanne Lee and Marion Asnes

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

• The Storm Inside

  

  By Donald Jay Korn

  Investment property is a better buy than it was a few years ago, but there's no rush to snap up low-cost real estate.

• ETFs After the Fall

  

  By Donald Jay Korn

  ETFs have had a great first decade. Despite the market's turbulence, growing assets continue to spur innovation.

• Columns

Business Consultant

• Blueprints for Strategy

  By Glenn G. Kautt

  After you've examined your five competitive forces, it's time to devise a strategic plan for the near future.

Industry Insight

• Bye-bye, Dinosaurs!

  By Bob Veres

  The collapse of wirehouses isn't surprising, but it may disrupt the fiduciary world in unexpected ways.

The Elite Advisor

• Teaming Up

  By John J Bowen Jr

  Building high-performance teams at your firm can improve internal and external performance.

• Industry

• Value, Deep Value

  By Ilana Polyak

  While global markets crash and burn, the first eagle team goes shopping.

• Going Indy

  By Stacy Schultz

  As their firms' troubles splash across headlines, wirehouse advisors leap to independence.

• Departments

My Word

• Overlooked?

  By Valerie Brown

  A new survey of African American women reveals a key opportunity for advisors.

The Portfolio

• Surprise, Surprise

  

  By Stacy Schultz

  Natural resources funds took an expected hit in the third quarter, but financials made a comeback.

• Floating Above the Rest

  

  By David A. Twibell

  If interest rates start to rise, floating-rate loans could help protect a bond portfolio.

• 2010, A Fund Odyssey

  

  By Craig L. Israelsen, Ph.D.

  With 2010 just around the corner, have the first target-date funds adequately protected investors?

• Target-Date Technique

  

  By Gregory P. Brown

  Another view on target-date funds: peg their assets to income needs throughout retirement.

The Practice

• The Yanks Are Coming!

  By David E. Adler

  Despite global market turmoil, the U.K. holds some distinct opportunities-including a huge potential client base-for american planners.

• Linking Life's Stages

  By Scott Schutte

  Proactive planning is the key to forging a rust-resistant financial chain for your clients.

• Shaken and Stirred

  By David J. Drucker

  Some advisors were so shocked by the market's October collapse that they revised their own rules of investing.

• Time Is Money

  By Michael A. Bell

  If planners knew what their time was truly worth, they would use it more efficiently.

• The New Normal

  By Alicia Bassuk and Robert Hoyt

  Unprecedented change has thrown clients deep into the fear phase of the fear-greed cycle. how do you help them imagine a calm tomorrow?

The Client

• Grace Under Pressure

  

  By Robert Brooks and David Richman

  Turbulent markets mean emotional clients. One of your most important jobs right now is to help them become more resilient.

• Care for the Caregivers

  

  By Tom Riekse Jr.

  As they care for their growing children and aging parents, boomer women may realize it's time to make sure their own long-term-care needs can be met.

• Are IRAs Safe?

  

  By Ed Slott

  Wherever your clients invest their IRA money, they are no doubt worried about the future of their retirement funds in today's uncertain market environment. Make sure their accounts do not exceed the federal insurance limits, and if they do, help them to move the funds without creating unwanted tax consequences.

• High Net Worth

• Breakup Checklist

  

  By Martin M Shenkman

  When clients divorce, be sure to address issues that their attorneys may overlook.

• It Takes a Team

  By Jim Grote

  Instead of merely making referrals, Barry Glassman resolves complex issues for clients using a focused network of specialists.

• Take It Off

  By Ingrid Case

  In the coming era, only the fittest will survive—by adapting practice models to work more for less.