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• Cover Story

• Movers & Shakers 2010

  By Editorial Staff

  In response to the incredible financial upheaval that has affected investors, advisors and clients, this year we selected Movers and Shakers who are taking on new challenges-or approaching old challenges in new ways. You may not like what they have to say. But we can guarantee that you'll be intrigued. These are the leaders who are shaping your future.

• Features

• Outlook 2010: Positivity

  By Donald Jay Korn

  According to the strategists interviewed for this article, 2010 looks like a good time for investors to take some risks, but not bet the farm.

• Plains Vision

  By Paul Menchaca

  From a small town in Iowa, Cambridge Investment Research built a hybrid advisory model with far-reaching influence.

• Columns

Business Consultant

• Seeing What's Next

  By Glenn G. Kautt

  Lacking a crystal ball, advisors need to be prepared for a whole series of possibilities.

Industry Insight

• Angels and Demons

  By Bob Veres

  Do you wonder about the tenor of conversations about financial regulatory reform? Here's how I imagine them.

The Elite Advisor

• Beyond Investments

  By John J. Bowen, Jr.

  Your affluent clients want help protecting, enhancing, transferring and donating their wealth. are you ready to meet their needs?

• Industry

• Questions Welcome

  By Donna Mitchell

  Mark Tibergien styles himself a practice-management provocateur. What's he thinking about now?

Fund Manager

• Merge Ahead

  By Ilana Polyak

  The merger fund insulated investors from losses during the market's decline.

• Making a Statement

  By Stacy Schultz

  When Raymond James bumped up its aum minimums in november, it positioned itself for a new standard — but could bad timing hinder its strategy?

• Departments

My Word

• New Integrity

  By Christopher I. Franklin

  Advisors must restore integrity and values to the financial services business.

The Portfolio

• The Unfortunate Math of Being Right — Half the Time

  By

  You may have heard the statement that, in investing, all you need is to be right more than half the time. Unfortunately, mathematics shows this is not correct.

• Addiction to Prediction

  By Allan S. Roth

  Market outlooks give people a false sense of certainty about the future-one that almost inevitably hurts their returns.

• A Golden Future

  By Frank E. Holmes

  With demand up and supply down, high gold prices could be here to stay.

• Is a Pension a Bond?

  By Craig L. Israelsen and Richard Ferri

  Unsure how to value a client's pension or social security? Use the liability reduction model.

The Client

• Good, Better, Best

  By Donald Jay Korn

  Higher income thresholds make the third version of the home buyers' tax credit the most generous yet.

• The Year of the Roth

  By Ed Slott

  In 2010, you should evaluate whether roth conversions make sense for all your clients. Here's what to do.

Data

• An Exceptional Year

  By Stacy Schultz

  Early cyclical sectors and sizzling-hot emerging markets led performance in 2009. They contributed to a record year for ETFs.