Financial Planning

Renew

Already a subscriber and would like to renew?

• Features

• Make 2010 Your Best year Ever

  By Stephanie Bogan

  Quantuvis Consulting's new study of business performance has strategies and action steps for every advisor, regardless of size, business model or philosophy. In this first of a four-part series, Quantuvis examines best practices of top performers.

• Thinking Outside the Dollar

  By Suzanne McGee

  Longtime international investors are bulking up their non-U.S. allocations, and more conservative players are taking notice.

• Columns

• Our Cosmic Glue

  By Deena Katz

  Competing ideas may pit financial advisors against one another, but a much more powerful force should unite them — the desire to serve clients well.

Industry Insight

• Getting There

  By Bob Veres

  This column may offer the clearest routes to success you will ever find anywhere.

The Elite Advisor

• Moving Upmarket

  By John J. Bowen, Jr.

  Thinking about upgrading to a family office? Here are five things you should know about the ultra-affluent market.

• Industry

• The Deep Thinker

  By Donna Mitchell

  Michael Kitces is changing how planners shape their practices-and their plans.

Fund Manager

• Turnaround Tale

  By Ilana Polyak

  Loomis Sayles Bond made a killing on fixed-income last year. The road ahead is a bit trickier.

• One Fee to Bind Them

  By Marion Asnes

  In 2009, broker-dealer Capital Analysts introduced a new flat-fee business model. So how's it going?

• Departments

My Word

• Target-Date Fix

  By Ron Surz

  New legislation currently being proposed in Washington won't fix the problem with target-date funds. Here's what will.

The Portfolio

• Growth Spurts

  By Paul Menchaca

  It's still tricky to invest for retirement, but planners are starting to seek out long-term growth. Next trick: convincing skittish clients.

• Individual Issues

  By Donald Jay Korn

  With savvy strategies and new research, planners can use individual municipal bonds to provide low-risk, predictable cash flow to clients.

• It's in the Past

  By Craig L. Israelsen

  Can correlations between mutual funds' past performance and risks tell us anything about their future?

The Practice

• The Practical Fiduciary

  By Donald B. Trone

  The steps required to create a fiduciary practice are similar to those of the financial planning process. Here's how to get started.

The Client

• Decisions, Decisions

  By David E. Adler

  Are you sure, really sure, that clients understand your explanations? That they make choices for the right reasons? Surprise-healthcare has an answer.

• Set Investors Straight

  By Dan Moisand

  Here are three sacred cows of investing that may not reflect reality.

• Combo Care

  By Donald Jay Korn

  After more than three years of waiting, new tax laws may increase the popularity of life insurance and annuities with long-term-care riders.

• You Should Live So Long

  By Ilana Polyak

  Adding longevity insurance to a retirement portfolio could ease old-age money worries.

Data

• Danger Looming?

  By Stacy Schultz

  The market ended 2009 with the same verve it had since the March low. But as investors flocked to safety, some warned of the next bubble.

• High Net Worth

Practice Profile

• An IPS Pro

  By Jim Grote

  Norman Boone's expertise on investment policy statements powers his software product-and his advisory practice.

• Let the Tax Games Begin

  By Martin M. Shenkman

  With the estate tax ending this year, only to come back next year, planners have their work cut out for them. First of a two-part series.