Financial Planning

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• Cover Story

• Top Tax Strategies For 2012

  By Ann Marsh

  Planners and clients may worry about losing tax cuts this year - but they can also take action.

• Features

• Betting On A Roth Conversion

  By Allan Roth

  Clients can get a peek at the future by converting - and then recharacterize if they don't like what they see.

• Columns

• Giving It Away

  By Deena Katz

  Charitable giving is something advisors should be thinking about and discussing with clients all year long.

Industry Insight

• Chicken and Egg

  By Bob Veres

  Don't let a simple maze of paradoxes slow down the growth of your RIA practice.

The Elite Advisor

• This Time, It's Personal

  By John J. Bowen, Jr.

  Learning how to mine your past through a well-crafted story that tells a lot about what you believe can help you attract and keep clients.

• Industry

• State of Regulation

  By John F. Wasik

  RIAs may be scrutinized more by state regulators than under the SEC.

Fund Manager

• The New Gold Standard

  By Ilana Polyak

  In a time of currency trouble and low interest rates, gold can give portfolios some luster, says John Hathaway of Tocqueville Gold.

• Departments

My Word

• Do No Harm

  By Susan Ferris Wyderko

  The SEC should consider the consequences before it makes rules for money-market funds.

The Portfolio

• Mid-Cap's Role

  By Craig L. Israelsen

  If you've taken the time to assemble a truly diversified portfolio, almost any mid-cap fund will work well.

• A Moving Target?

  By Joseph Lisanti

  When a client has target-date funds in a 401(k), you must decide whether to shake up the portfolio and start from scratch.

• Short-Term Lending

  By Kyle Spencer

  Helping clients deal with cash flow issues takes a lot of listening, creative thinking and some hard-nosed honesty.

The Practice

• Breaking Through Barriers

  By Stephanie Bogan

  To create growth in your practice, institutionalize your operational systems.

• inStream, in the Moment

  By Joel Bruckenstein

  Cloud-based planning software that's proactive rather than reactive could shake up the industry.

The Client

• A Golden Headache

  By Donald Jay Korn

  Investors who benefit from rising gold prices may find unexpected pitfalls in the tax code.

• Fighting Back

  By Ingrid Case

  New companies provide money to help high-net-worth clients get their fair share when a marriage ends.

Data

• Optimism Reigns

  By Donna Mitchell

  Investors gravitated toward certain equity mutual funds in the last quarter, and fixed-income funds put in a respectable performance, as well.

• High Net Worth

• Trust, But Verify

  By Martin Shenkman

  Not all trusts are created equal, especially when it comes to protection in a divorce.

Practice Profile

• Partner in Finance

  By Jim Grote

  Marylin Capelli Dimitroff likes to think of her clients as partners in the investment process.