Financial Planning

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• Cover Story

• Code Blue?

  By Suzanne Sataline

  Worries about trimmed portfolios and the new health care law have doctors fretting their retirement plans are on life support.

• Columns

Business Consultant

• The Right Path

  By Glenn G. Kautt

  To attract young planners, advisory firms need a clear career track with training and experience goals.

Industry Insight

• Lessons for Success

  By Bob Veres

  If you want an extraordinary career, embrace your errors and stop procrastinating.

The Elite Advisor

• Consultation, Not Just Advice

  By John J. Bowen, Jr.

  A series of five meetings can turn prospects into loyal clients and set the stage for continuing business development.

• Industry

• Tweet Away

  By Donna Mitchell

  Firms ready to embrace social media are proceeding cautiously.

Fund Manager

• Growing Up

  By Ilana Polyak

  BlackRock Capital Appreciation's Jeff Lindsey is finding fast-growing companies despite a modest recovery.

• Departments

My Word

• Impulse Control

  By Shlomo Benartzi

  A commitment memorandum may help curb impulsive investors.

The Portfolio

• Piece by Piece

  By Craig L. Israelsen

  Take a close look at the risk and performance over four decades of seven asset classes in a diversified portfolio.

• Looking for Laggards

  By Donald Jay Korn

  Contrarians must decide if underperformers offer profit potential - or could burn investors yet again.

• The Benchmarking Game

  By Allan S. Roth

  Using the S&P 500 as a benchmark probably means you're overstating performance and understating risk.

The Practice

• Behind the Cover

  By Mike Byrnes

  Résumé-building books may not be worth the trouble, although they can serve as marketing tools.

• Family Affair

  By Nancy R. Mandell

  When parent and child are business partners, a key to success is mutual respect.

The Client

• Beneficiary Battles

  By Ed Slott

  Consider converting a 401(k) to an IRA before a second marriage if the new spouse isn't the desired heir.

• Identity Crisis

  By Donald Jay Korn

  As tales of identity theft mount, planners discover that fraud protection is crucial for clients - and themselves.

Data

• Northern Exposure

  By Donna Mitchell

  As ETF investors face a long climb back to economic recovery, many pin their hopes on Northern European funds.

• High Net Worth

• Earning Trust

  By Jay J. Freireich

  Clients who serve as trustee of an insurance trust may get more than they bargained for if the life policy is not performing.

• After Death Do We Plan

  By Martin Shenkman

  A new chapter of estate planning begins after a client passes on.

Practice Profile

• The Money Teacher

  By Jim Grote

  This veteran planner loves spending time with her clients' young children.