Financial Planning

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• Cover Story

• The Largest RIAs Race to Scale

  By Ann Marsh

  There is strength in numbers, and practices across the country are banking on size to position themselves for success.

• Columns

Business Consultant

• Changing Gears

  By Glenn G. Kautt

  If you want to motivate your employees to move in new directions, a collaborative work environment and a growth lens are musts.

Industry Insight

• True Cost of Tactical Management

  By Bob Veres

  As advisors abandon buy-and-hold strategies, they must analyze data and make predictions. They could be spectacularly wrong.

The Elite Advisor

• Money Belters

  By John J. Bowen, Jr.

  The voice is one of the most powerful - and unsung - tools advisors have to get their message across to clients.

• Industry

• Other Assets

  By Donna Mitchell

  Advisors turn to hedge funds and other alternatives to help clients reduce volatility.

• Departments

My Word

• Stepping Up

  By Donald B. Trone

  Fiduciaries can set themselves apart by becoming leaders in the eyes of their clients.

The Portfolio

• Retirement by Design

  By Charles Farrell

  As one advisor found, planners need to know how to do much more than build wealth for their clients.

• Swapping Out

  By Craig L. Israelsen

  If you've got the right asset allocation model, it doesn't really matter what large-cap equity fund you use.

• Going for Growth

  By Suzanne McGee

  Investors who look in the right places can still find companies with accelerating revenues and profits.

The Practice

• Moving Parts

  By Mark Tibergien

  A new book, Practice Made (More) Perfect, argues that workflow for advisor practices is more science than art.

• Salesforce: More than Just CRM

  By Joel Bruckenstein

  A new monthly column looks at key technology issues vital to the planning industry.

The Client

• On Guard

  By Ed Slott

  Planners need to ensure that clients with self-directed IRAs are protected against a variety of scams.

• One and Only

  By Donald Jay Korn

  A rise in single Americans will likely result in more clients who will need someone to care for them.

• High Net Worth

Practice Profile

• Organization Man

  By Jim Grote

  David Strege's firm uses its unusual structure to help clients get more for less.