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Editor's Choice

  • The Business Consultant: March Madness

    March 11, 2010

    With March comes blustery weather, the Final Four, and signs of spring. But is also means economic uncertainty, continued market turbulence and questions about the business in 2010 and beyond.

Current Issue

  • The March issue is now online

     

  • Special Report: Your practice management questions answered

    You've endured a tough year (or two), and the challenges are far from over. We're here to help-with tips, ideas and insights that address your most pressing practice management questions. From how to sharpen your brand to how new regulation could affect your practice, here's what you need to know to make your business flourish.

    What's happening to regulation?

    Advisors and broker-dealers know that tighter rules are on the way. A few may even welcome the change. But 18 months after Lehman collapsed and more than a year after Bernie Madoff did his perp walk, we still don't know what regulatory reform could look like. So Financial Planning gathered a group of industry leaders to brainstorm about what's coming. Moderated by Paul Menchaca

    Group Therapy

    Group presentations can bring in qualified affluent prospects-if you know how to organize them effectively.

    Successful Conferencing

    Advisors who regularly attend national conferences are on the fast track in this profession. The tricky part is taking that first leap of faith.

    Open Season

    NFP Securities looks to shake up the hybrid space with a new platform that offers custody choice.

    Social Value

    Appleseed proves it's possible to be socially responsible and still pay attention to valuations.