Financial Planning

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• Features

• AIG Speaks Out

  By Marion Asnes

  An exclusive interview with the team at the top of AIG Advisor Group

• Foundations for Renown

  

  By Jim Grote

  As the numbers of high-net-worth Americans grow, so does the craving to establish a philanthropic presence—which makes advising on family foundations an effective way to cement a bond.

• The Big Ask

  By Marie Swift

  If you haven't already moved your practice to fees, you're probably feeling pressure to do so. As a result, your client acquisition strategies may have to change their scale—from asking for a single account to asking to spearhead a client's financial plan and its execution. Here's how some of the industry's most successful advisors made the switch.

• The Elite Advisor

• Wealth Transfer

  By John J Bowen Jr

  If your clients have inherited money recently, they're probably looking for new advisors.

• Industry Insight

• Checks and Balances

  By Bob Veres

  Criticism of the CFP board grows as planners perceive it as being secretive. The solution: Shed light on its operations and set up constitution-style governance.

• Profitable Practice

• Reining in Email

  By Deena Katz

  Do you open messages instantly? Check your BlackBerry while out to dinner? Here's how to control your email habit.

• Industry

• RayJay's Day

  By Marion Asnes

  As Raymond James' independent advisors met in Maryland, they celebrated a variety of triumphs.

• Real Estate Developer

  By Ilana Polyak

  T. Rowe's David Lee seeks out real estate companies for the long term.

• High Net Worth

• Client Rules Apply

  

  By Paul Oliu

  Tech advances in past year have made separately managed accounts far more flexible for clients.

• Anticipating Needs

  By Jim Grote

  Serving a retired clientele, this firm offers something unusual: concierge medical services.

• Leaving More to Beaver

  

  By Martin M Shenkman

  A QPRT can greatly reduce estate taxes, but whether it's a good idea depends on the numbers.

• Departments

• On the Side

  By Gwen Moran

  Although many planners who develop products probably should keep their day jobs, these ventures might benefit their practices.

• Doing Due Diligence

  By Ingrid Case

  The decision to buy a planning firm should rest, in part, on its regulatory past and its business future.

• Speaking Persuasively

  By Nick Morgan

  Effective speaking, whether in presentations or conversations, involves taking the audience on a trip from their problems to your solutions.

• Morale Support

  By Gwen Moran

  For firms to attract and retain the advisors needed to grow their client list, they must make the right investment in infrastructure to support them.

• Natural Beauty

  

  By Donald Jay Korn

  Clients who donate a conservation easement can collect a trifecta of tax benefits.

• Weathering the Storm

  

  By Jeanne Lee

  Many small business clients are in dire straits, but proactive planners can offer strategies to fortify them against the economic tempest.

• Comforting the Bereft

  

  By Amy Florian

  When a client or prospect is grieving the death of a loved one, how you come across can make the difference between alienation and lifelong loyalty.

• Index Battle

  By Craig L. Israelsen and April Recksiek

  Which cost less and are more tax efficient—index-based mutual funds or ETFs?

• Pumped Up

  By Donald Jay Korn

  Are drilling fund investors cashing in on pricey petroleum or just buying at the top?

• Reducing Retirement Risk

  

  By Richard K. Fullmer

  To address longevity, retirees may want to consider planning for a conservative portfolio early and a more aggressive one later.

• Into the Red

  

  By Stacy Schultz

  The market slump expands globally, and investors back home continue to short the market.

• Spendaholics

  By Thomas C. Scott

  Ed McMahon, the new poster child for retirement planning, is a client we know too well.