Financial Planning

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• Features

• Filling the Gaps

  By Donald Jay Korn

  Clients who own businesses may have been flush—but now they're looking for cash, and possibly a new exit plan. Here's how you can help.

• Introducing NetX360

  By Joel P. Bruckenstein

  Is Pershing's new workstation the iPhone of financial technology? Will it have an App store? Work on your mobile phone? All of the above, if CIO Suresh Kumar has his way.

• Columns

Business Consultant

• Survival of the Fittest

  By Glenn G. Kautt

  Can your firm adapt to a changing environment and innovate to stay one step ahead of the competition?

Industry Insight

• Planning for Thrift

  By Bob Veres

  This planner is helping people budget, save and get out of debt. Is she the future of financial planning?

The Elite Advisor

• Spring Cleaning

  By John J. Bowen Jr.

  Now is the time to get your own financial house in order.

• Industry

• Soft Landing

  By Paul Menchaca

  Launching an RIA is a daunting challenge, so for most advisors independence doesn't mean going it alone.

Fund Manager

• Low Cost Growth

  By Ilana Polyak

  Small companies have a hard time in the downturn, but Buffalo Small Cap finds one that can play defense.

• Departments

My Word

• An Old Friend

  By Gail Buckner

  Clients—and planners—often take social security for granted. but don't overlook its unique contribution to retirement planning.

The Portfolio

• Picking the Winners

  By Steve Savage

  During times of economic extremes, some stocks may do extremely well, even if the broader market does not.

• Down But Not Out

  By Donald Jay Korn

  Mutual fund companies are looking for ways to regain the favor of planners and investors.

The Practice

• Are You Okay?

  By Amy Florian

  Advisors are stressing out, second-guessing themselves and rethinking their assumptions. Here are ways to keep yourself, and your practice, from becoming overwhelmed.

The Client

• Charitable Connection

  By Dune Thorne

  Women are gaining wealth and want to give it away right. You can help them recognize their philanthropic power.

• Lesson Plans

  By Scott Schutte

  By helping your clients transfer their own financial wisdom to their children, you can create a new generation of responsible investors.

• Rare Victory

  By Ed Slott

  The tax court has ruled that an IRA owner may use more than one 10% penalty exception.

Data

• Looking Up

  By Stacy Schultz

  After an abysmal start to the year, ETFs are up across the board, thanks to a hefty three-month push.

• High Net Worth

Estate Planning

• A Special Plan

  By Martin Shenkman

  A special-needs child must be eligible for government programs. Use a special-needs trust to meet expenses the programs won't cover.

Practice Profile

• From Within

  By Jim Grote

  At Abacus Wealth Partners, Brent Kessel offers clients a new perspective on their relationship with money.