Financial Planning

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• Cover Story

• Succession Planning: Moving On

  By Roger Verboon

  Taking time now to choose a successor and map the transition will give peace of mind to advisors, their families and their clients.

• Efficiency: Hitting the Tech Target

  By Joel P. Bruckenstein

  The best way to streamline a maturing practice is to improve your relationship with technology.

• Growth: Realizing Your Potential

  By Stephanie Bogan

  If you want to grow your business, get used to being uncomfortable and learn to be disciplined.

• Staffing: The Next Generation

  By Donna Mitchell

  Advisors focus on honoring their clients goals. They must do the same to recruit and keep veterans and young associates.

• Practice Management Challenges

  By Pat Durner

  Industry experts take a close look at the toughest problems advisors face when running a financial planning practice.

• Columns

Business Consultant

• Deep Rewards

  By Glenn G. Kautt

  If you want to motivate your clients and staff, you need to develop the framework for moving them in the right direction.

Industry Insight

• Gold Into Straw

  By Bob Veres

  The SEC's recommendations to "harmonize" two regulatory structures reveal more than the agency intended.

The Elite Advisor

• Rediscovering Your Clients

  By John J. Bowen, Jr.

  Is there a gap between what your clients want and what you think they want? Try getting to know them all over again.

• Industry

• Risky Business

  By Donna Mitchell

  Rumors that states could be allowed to file for bankruptcy are playing havoc with the municipal bond market.

Fund Manager

• Black Box View

  By Ilana Polyak

  John Bogle Jr. shares what went wrong with his quant fund during the bear market, and why it's outperforming now.

• Departments

My Word

• BRIC Foundations

  By Kathryn Koch

  Can Brazil, Russia, India and China provide the platform for sustained growth in emerging markets?

The Portfolio

• Nest Egg Survival

  By Craig L. Israelsen

  When it's time to start regular withdrawals in retirement, how durable will your clients' portfolios be?

• Getting Technical

  By William Ainson

  Technical analysis isn't just for wonky market timers. Combined with other strategies, it can provide broader insight into market and stock movements.

• Going for the Gold

  By Donald Jay Korn

  Fear and love have combined to deliver a dominant decade for precious metals funds.

The Practice

• Advisor of Faith

  By Dena Frenkel

  Financial planners shouldn't be afraid to bring their spirituality to their practices.

• All for One...

  By Donald B. Trone

  The SEC wants to hold investment advisors and broker-dealers to a uniform fiduciary standard of conduct.

• Just Being Friendly?

  By Cheryl R. Holland

  Social boundaries can be fuzzy, but firms must set rules for interactions with clients and colleagues.

• The Tradeoff

  By Larry Light

  In the not-too-distant future, FINRA would regulate RIAs, and fiduciary standards would apply to broker-dealers.

The Client

• Under the Radar

  By Scott Schutte

  A little-known change to Social Security rules governing early benefits could hamper retirement planning strategies.

• The Personal Touch

  By Ann Brenoff

  Providing concierge services can fill a growing need and strengthen the bond between clients and advisors.

• Gifts From Uncle Sam

  By Ed Slott

  IRA owners have two years to act on planning opportunities available under the 2010 Tax Act.

• Pension Tension

  By Donald Jay Korn

  Planning for clients with traditional defined benefit plans may become more complicated as public pensions come under fire.

Data

• Encouraging Signs

  By Frank O'Connor

  Despite a small slowdown in new sales, variable annuities could be having their best year since 2008.

• High Net Worth

• Back From the Future

  By Martin Shenkman

  Take a fresh look at your clients' life insurance planning to see if changes are necessary in light of the 2010 Tax Act.

Practice Profile

• The Seer

  By Jim Grote

  Harold Evensky charts a narrow course between hedging and traditional allocation.