Financial Planning

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• Cover Story

• The Influencers

  By Ilana Polyak

  In our second annual Influencer Awards, Financial Planning honors six advisors whose innovative ideas and wide-reaching work are forging new paths for the planning industry.

• Features

• What Cachet?

  By Ann Marsh

  Popular during the market run-up of the 1990s, separately managed accounts have lost luster.

• Columns

• Mission Control

  By Deena Katz

  Separate yourself from the pack by articulating your unique offering. It could increase your visibility and help you capture new business.

Industry Insight

• Fiduciary for All

  By Bob Veres

  As long as regulators know a cushy brokerage or law firm job is waiting for them, they will be in no rush to push a fiduciary standard.

The Elite Advisor

• Listen Deep

  By John J. Bowen, Jr.

  You can only meet your clients' needs - spoken or unspoken - if you understand the world from their perspective.

• Industry

• Knowing Their Worth

  By Donna Mitchell

  Advisors should know the value they bring to their clients and not be afraid to charge for it.

Fund Manager

• At Home, Overseas

  By Ilana Polyak

  The Wintergreen Fund worries little about where its holdings are based and more about where they do business.

• Departments

My Word

• Golden Paradox

  By Howard Hill

  High gold prices and ultra-low bond yields are two sides of the deflation story.

The Portfolio

• High Energy Yields

  By Donald Jay Korn

  Some lesser-known investment options may add pep to the portfolios of clients seeking more yield.

• Multiply Returns by Dividing

  By Craig L. Israelsen

  For complete equity market exposure, three funds may be better than one.

• Buoyant Bonds

  By Donald Jay Korn

  As sovereign debt keeps rising, so have the prices of fixed-income investments.

The Practice

• Smooth Operator

  By James L. Poer

  Integrating technology can save time and money, supercharging growth and enhancing profitability.

• Big Help, Small Cost

  By Jon P. Yankee, Laurie A. Belew and Lisa J. Crafford

  Interns can let you nurture budding talent, but choose wisely.

• The Risk of Hide and Seek

  By Jennifer Woods Burke

  Failing to disclose money issues to regulators could derail a career.

• Breaking News

  By Martha C. White

  Get the inside scoop on using newsletters to boost your brand and reach out to clients.

The Client

• Tending Mom and Dad

  By Ingrid Case

  Planners are stepping in to help siblings sort out caregiving duties.

• Behind the Mask

  By William Atkinson

  Do you know how to identify, manage and protect yourself from clients from hell?

• Winning Over Gen Y

  By Katie Kuehner-Hebert

  With a little creativity, planners are attracting clients who may stay with them for life.

• Age Is Just a Number

  By Donald Jay Korn

  Clients may not realize 70 1/2 is a significant birthday, but they must start required minimum distributions even if they don't need the money.

Data

• A Golden Parachute

  By Donna Mitchell

  As economies in the United States and developed markets falter, ETF investors are turning to gold for stability.

• High Net Worth

• Star Power

  By Martin Shenkman

  Celebrities and athletes need tailored estate planning to minimize the risks of being in the spotlight.

• To Collect and Protect

  By Matthew F. Erskine

  To ensure estate planning and tax goals are a good fit, owners of unique assets need a risk management process.

Practice Profile

• Merger Minded

  By Jim Grote

  John Burns is building his practice by looking for other niche players to join him.