Financial Planning

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• Cover Story

• Tech Survey

  By Joel Bruckenstein

  Financial planners tell us which software, hardware and advisory platforms are emerging as favorites - and why.

• Columns

• Replacing Yourself

  By Deena Katz

  Preparing for succession is a nerve-wracking endeavor for many planners. Creating a peer review survey for everyone in your office will make the job easier.

Industry Insight

• Regulatory Armageddon

  By Bob Veres

  Advisors need to understand what could happen if FINRA becomes their regulator.

The Elite Advisor

• Strategies for 2012 and Beyond

  By John J. Bowen, Jr.

  As you look back at how your business has fared this year and envision ways to continue to improve it, here are a few pointers to keep in mind.

• Industry

• FPA: Let's Get Political

  By Katie Kuehner-Hebert

  The national trade group is stepping up its advocacy efforts.

Fund Manager

• Gateway to Protection

  By Ilana Polyak

  Since 1977, the Gateway Fund has tried to shield investors from the bear market's bite. Here's how.

• Departments

My Word

• Why Give?

  By Paul Schervish

  Empathy, gratitude and the desire to make a difference drive philanthropy.

The Portfolio

• Shock Absorbers

  By Matthew Lemieux

  Equity-income funds provide a buffer against extreme market volatility.

• Decoding Mortgage REITs

  By Howard Hill

  To see if mortgage REITs might be right for your clients, analyze these companies like the levered bond funds they really are.

• All That Glitters

  By Ann Marsh

  Planners aren't as enthusiastic as some of their clients are about gold and silver.

The Practice

• Cost Basis Pointers

  By Brian Keil

  New cost basis reporting rules are particularly challenging. Here's how to turn them into an opportunity for your practice.

The Client

• Smooth Transitions

  By Donna Mitchell

  Lots of older clients are surprised to find themselves starting new careers. Here's a road map planners can use to help them.

Data

• Momentum Builder

  By Frank O'Connor

  Variable annuity assets under management hit a new high in June, with a double-digit increase likely.

• High Net Worth

• Peace of Mind

  By Nancy R. Mandell

  Your clients can have homeowners' insurance that monitors for leaks or fires - and even file claims on their behalf.

Practice Profile

• The Mitigator

  By Jim Grote

  At his boutique firm, Marc Henn helps business owners and corporate executives manage risk.