Financial Planning

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• Features

• Movers and Shakers 2009

  By Richard Bierck and Stacy Schultz

  These leaders are shaping the future of your industry.

• Outlook 2009

  

  By Donald Jay Korn

  As bad as 2008 was for investors, it may prove to be just one stormy year of several. here's what top advisors are doing until the markets level out.

• Columns

Business Consultant

• Unexpected Dividends

  By Glenn G. Kautt, Glenn G. Kautt

  Occasionally a new technology or program will morph into something far more exciting.

Industry Insight

• The Road Ahead

  By Bob Veres

  We may be entering the most exciting, dangerous, opportunity-filled era in the profession's history.

The Elite Advisor

• Interesting Times

  By John J Bowen Jr

  These days, many clients want to fire their advisors. To build your business, pursue this money in motion.

• Industry

• Serving Their Own

  By Stacy Schultz

  Under-40 planners, eager to help their less-affluent peers, are trying out new business models.

• Mining for Munis

  By Ilana Polyak

  Warren Pierson of Baird Intermediate Muni loves to buy beaten-up bonds.

• Departments

My Word

• College? Try

  By Donna M. Winn

  Parents' dreams for their children's college education are under fire. Here's how to help.

The Portfolio

• The Year of the Tortoise

  

  By Daniel J. Pederson

  Savings bonds, often shunned for investments with higher returns, now present a haven for capital in a troubled investing environment.

• Bear Markets Compared

  

  By Allan S Roth

  Understanding this bear market versus the last one may yield insights that can help your clients deal with the next.

• Seeing Risk Ahead

  

  By Craig L. Israelsen, Ph.D. and Geoff Considine

  Have investors accurately modeled the risks they take? Is that even possible?

The Practice

• Makes You Stronger

  By Stephanie Bogan

  You know, the stuff that doesn't kill you. for the tough year ahead, here's a survival guide.

The Client

• Coming Up Short

  

  By Deborah Fox

  The credit crunch is plaguing parents' efforts to fund the rising costs of college. but there are ways that planners can help clients deal with the problem.

• Trust Worthy

  

  By Donald Jay Korn

  Reviewing a client's estate plan includes taking a close look at the institutions named to shepherd their trusts.

• Is Bigger Better?

  

  By Ed Slott

  The federal estate-tax exemption will rise to $3.5 million this year, affecting estate plans in unforeseen ways.

• More Pink Slips

  

  By Jeanne Lee

  Helping your clients cope with job loss will add value to relationships in a terrible economy.

Data

• Fast and Furious

  

  By Stacy Schultz

  ETFs' tax efficiency and intraday trading capability helped them grab $2.6 billion in new assets in 2008.

• High Net Worth

• On the Same Page

  By Ingrid Case

  Whether to use an IPS—in any type of market—depends on the advisor, the client and the relationship.

• Revisiting Clients' Plans

  

  By Martin M Shenkman

  Market turmoil is roiling bequest values, so clients may need to change their plans.