Renew

Already a subscriber and would like to renew?

• The New, New Economy

  By Marion Asnes

  As we de-lever, re-allocate, globalize and diversify, the world's markets are realigning. For advisors, that calls for a sharp focus on the basics-with some new twists.

• Retirement Income Products: A Wish List

  By Joseph A. Tomlinson

  What planners and clients need most: Insurance-based products that protect retirees from outliving assets or going broke from long-term care.

• Who Will Succeed?

  By Stephanie Bogan

  As founders look toward selling their firms, they must develop a new generation of rainmakers—and begin compensating them based on individual results.

• Power Plays

  By Bob Veres

  CFP Board CEO Kevin Keller is facing his first major clash with practitioners. The profession has been here before.

• Time to Say Goodbye

  By John J Bowen Jr

  Once you've decided to cut your client list, here's how to let go of clients who don't fit your profile.

• The Price of Going Pro

  By Bob Veres

  Are planners professionals? If not, what must happen before they are regarded as such?

• Let's Make a Deal

  By Glenn G. Kautt

  How does the bargaining power of clients and suppliers affect your business plan?

• Young and Restless

  By Stacy Schultz

  At the third annual Nexgen conference, young planners discussed their rising position in the industry—and the obstacles they must surpass to find success.

• Crazy for Junk

  By Ilana Polyak

  Julius Baer Global High Income makes a case for high-yield bonds—even now.

• Trading Places

  By Suzanne McGee

  When a wealth manager changes firms, each client becomes a prospect again. Here's how some top managers dealt with the switch.

• Give and Take

  By Jim Grote

  With a unique combination of expertise in wealth management and philanthropy consulting, Sean Stannard-Stockton works fluidly in both worlds.

• Twistin' Taxes Away

  

  By Martin M Shenkman

  By mastering the Graegin technique, planners may be able to halve tax bills on illiquid estates.

• Going Paperless

  By Joel P. Bruckenstein

  Document Management Systems mean cost savings and far greater control.

• New Disclosure Regimen

  

  By Blaine Aikin

  A proposed federal rule could force advisors to make service documents more revealing.

• Hybrid Chic

  By Jack W Callahan and Norman R. Malo

  Advisors considering a dual-practice model should be aware of challenges they face.

• Military Moves

  

  By Ed Slott

  The HEART Act could give military personnel's retirement a boost.

• Pleading Poverty

  

  By Donald Jay Korn

  Options for shielding assets from Medicaid are shrinking.

• HSA Highlights

  

  By Jeanne Lee

  Health Savings Accounts present opportunities to broaden relationships with small business clients.

• The Art of Appraisals

  By Donald Jay Korn

  The right evaluation of illiquid assets can lead to smarter transfers.

• Tackling the Spend-Down

  

  By David E. Adler

  Creating retirement income requires a tax strategy, and it's more complicated than you think.

• Can We Talk?

  By Richard Mac Hisey

  Financial jargon can undermine the relationship between advisor and client.

• A Perfect Portfolio

  

  By By Craig L. Israelsen

  Diversification is the key to the 7Twelve, which outperforms its counterparts—with less risk.

• Anatomy of a Recovery

  

  By Stephen Savage

  A new study shows that market recoveries have, on average, returned losses in about 14 months.

• Core and Casino

  

  By Allan S Roth

  Your clients may lose patience with their core portfolio. To keep them happy, try giving them a chance to make some side bets.

• Seeking Tax Alpha

  By John Phoenix

  The market may be down, but it is full of opportunities for harvesting deductions on losses.

• First-Quarter Dip

  

  By Frank O'Connor

  New sales fell, but AXA Equitable maintained its hold on sales leadership.

• Retire Rich

  By Henry K Hebeler

  You may not get rich while you work for the government, but the pensions are amazing.