Financial Planning

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• Features

• Think Different

  By Paul Menchaca

  As investors begin to regain their confidence in the market, experts offer a few lessons for building a smarter portfolio. It's time to give the old rules some new twists.

• 2009 Software and Technology Survey

  By Joel Bruckenstein

  Our third annual survey has expanded to cover software, hardware, advisory platforms and more. See how your choices stack up against your peers'.

• Columns

• Can We Talk?

  By Deena Katz

  Conversations with clients can be awkward, especially when they are emotional. here are ways to make discussions more fruitful.

Industry Insight

• Curing Tech Lethargy

  By Bob Veres

  If all the new technology for advisors doesn't inspire you, just think back a few years.

The Elite Advisor

• Ten for 2010

  By John J. Bowen, Jr.

  To position themselves for success, here are five steps advisors can take now, plus five more for the long term.

• Industry

• NY Life Woos RIAs

  By Donna Mitchell

  Turning a life insurance unit into a respected RIA player won't be easy in a crowded space, but Michael Gordon says NY life has figured out a way.

Fund Manager

• Backdoor Bargains

  By Ilana Polyak

  Causeway International Value's Sarah Ketterer says you don't have to take on the risks of developing economies to get a piece of the growth.

• Departments

My Word

• Clients First

  By Harold Evensky

  In the quarrels over regulation and fiduciary standards, don't forget who counts.

The Portfolio

• Disappearing Act

  By Craig L. Israelsen

  Don't bother pumping up the equities in a retirement portfolio to make up for years of underfunding. that move could backfire.

• Hedge Fund Backlash

  By Donald Jay Korn

  Unhappy investors are punishing hedge funds for their poor performance in 2008. But long-term results tell a different story.

• China Inc.

  By Stacy Schultz

  One economy is roaring out of recession, and it's not ours. Is it time to buy, or are values already out of control?

The Practice

• Fiduciary Q and A

  By Kristina Fausti

  A former SEC regulator explains what every advisor needs to know about the fiduciary standard.

• Standing on Principle

  By Donald B. Trone

  To provide a fiduciary standard of care, a lot of organizations will have to change their cultures.

• Socially Adept

  By Chris Hall

  Social media has become an essential marketing tool for connecting with clients, colleagues and centers of influence. Here's what you need to know.

The Client

• Under My Rule of Thumb

  By Dan Moisand

  The rule of thumb says you can withdraw 4% of assets in the first year of retirement, but that's just a starting point.

• Prudent Policy

  By Donald Jay Korn

  Financial planners who haven't reviewed clients' insurance coverage lately might suggest a year-end checkup.

Data

• Defining Factors

  By Frank O'Connor

  As assets grew for the first time in several quarters, further consolidation of the industry became clear.

• High Net Worth

• The Soft Skills

  By Jim Grote

  Cheryl Holland's focus on practice management has helped her to build a firm with $570 million in assets in just 11 years.

• Flip Your FLP?

  By Martin M. Shenkman

  Family limited partnerships may be losing some of their luster, but this is no time to consider dismantling them.

• Doing the Diligence

  By Steve Dalton

  A wealth manager has to juggle several jobs. The most important may be to screen experts carefully. An independent consultant can help.