Financial Planning

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• Features

• What Do I Do Now?

  

  By Richard Bierck

  A bear market requires more than good asset management. Here's how top planners deal with clients' fears.

• Joining the Fray

  By Elizabeth O'Brien

  Three marquee consultants have left Moss Adams. Will they practice what they once preached?

• For Art's Sake

  

  By David E. Adler

  Art may be a passion purchase, but soaring valuations call for caution. Enter the art advisor.

• Green Investing—The Gold Rush

  

  By Elizabeth O'Brien

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

• Columns

• Bringing People Aboard

  By Deena Katz

  'Onboarding' new hires helps assimilate and empower them before they even begin work.

Industry Insight

• The Big Regulatory Fix

  By Bob Veres

  Proposed rules would punish planners instead of focusing on companies with a history of market misdeeds.

The Elite Advisor

• Wide-Angle Lens

  By John J Bowen Jr

  Affluent clients want their financial advisors to focus on more than just investments.

• Industry

Fund Manager

• Spring Awakening

  

  By Ilana Polyak

  After being closed for most of this decade, Wasatch Core Growth Fund has reopened. But can it regain its magic touch?

• Departments

My Word

• Risky Business

  By Charles Williamson

  Wealthy clients may be underserved by their property and casualty insurance.

The Portfolio

• Bond Fund Blues

  

  By Craig L. Israelsen

  Bond funds that goosed their performance by buying lower-rated issues have paid the price.

• A Different Mix

  

  By William Harding

  Alternative investments can help immunize clients from today's market malaise—and now, they're more accessible to retail investors.

The Practice

• Labels Under Fire

  By Donald Jay Korn

  As designations aimed at seniors bring regulatory heat, some firms stay out of the kitchen.

• Worthy Successors

  By David Grau

  There are two kinds of succession planning—and, often, two different successors.

The Client

• House Calls

  By David A. Twibell

  Before you pitch your services to physicians, be sure you can meet their unique planning needs.

• You Bet Your Life

  

  By Donald Jay Korn

  Clients' unwanted life insurance policies can be abandoned, surrendered, donated—or even sold in a rapidly expanding secondary market.

Data

• Desperate for Returns

  

  By Stacy Schultz

  With emerging markets down and oil on the rise, there were very few safe bets in the second quarter.

• High Net Worth

Estate Planning

• Avoiding a Painful Trap

  By Martin M Shenkman

  Forming family limited partnerships can trigger income tax unless you take precautions.