Portfolio

In our second annual Influencer Awards, Financial Planning honors six advisors whose innovative ideas and wide-reaching work are forging new paths for the planning industry. When the editors of Financial Planning sat down to decide which nominees deserved to win in each category in the magazine's second annual Influencer Awards, we found we had far too many worthy contenders. That was only natural: The financial planning community has consistently turned out smart individuals who strive to bring their best to clients and the profession as a whole. Here’s a look at this year’s honorees:

Fund fees make a difference, so get your clients the best deal.

Celebrities and athletes need tailored estate planning to minimize the risks of being in the spotlight.

To ensure estate planning and tax goals are a good fit, owners of unique assets need a risk management process.

The director of the MetLife Mature Market Institute discusses how financial advisors can best serve baby boomers.

Whether it's simple or not, retirement plans are suddenly important to small business owners.

Taxpayers Beware: Gifts to charities have come under IRS scrutiny.

Looking for the Right Mix? These funds might do the trick.

As increasingly complex ETFs stake a deeper claim to investor assets, has the closing bell really tolled for large-cap stocks?

For the third-quarter mark (year-to-date), the Dow Jones Industrial Average is down 5.74%. In its 113-year history, excluding the current year and 1914 due to a change in the number of components that year, the DJIA has fallen 44 times at the third-quarter mark.