April 2005

There Is Nothing 'Soft' About It

by Richard B. Wagner

What we do requires us to confront clients‚ deepest fears.

Advisors For Professional Athletes Team Up

by Raymond Fazzi

They have formed their own association.

Winning Over Wirehouse Brokers

by Tracey Longo

AIG‚s transition suites help brokers become independent.

A Good Program Gets Better

by Joel P. Bruckenstein

Junxure-I is now faster and easier to use.

Will You Buy An Apple?

by Joel P. Bruckenstein

The next computer you buy could be just that.

The Stage Is Set

by Marla Brill

Manager Jill Evans thinks dividend-paying stocks will fare well this year.

Selling A Home To A Child

by Gregory Bresiger

This method might benefit parents and child–in the right situation.

Advisor And Manager: A Symbiotic Relationship

by Sydney LeBlanc

Trust and respect are essential ingredients in establishing a lasting bond.

How Corporate Governance Affects Performance

by Alan Lavine

Initial research indicates that better-governed companies do better.

Linking Client Profitability To Client Acquisition Goals

by David L. Lawrence

The kind of practice you operate will determine the type of client you seek.

When Clients Don't Take Your Advice

by David J. Drucker

Silence isn‚t always golden.

Moving On

by David J. Drucker

How firms are dealing with planners who leave, and take clients with them.

The Foundations Of Trust

by Mitch Anthony and Roy Diliberto

Ask about your prospects‚ values before you ask about their account values.

Taking Stock of Options

by Bruce W. Fraser

Timing is everything for realizing gains and avoiding tax liabilities.

Global Bond And Foreign Currency Plays

by Alan Lavine

Examining ways to profit from changes in foreign currency values.

Stunted Growth

by Raymond Fazzi

Still-rattled investors crowd onto the value bandwagon.

Accessing MLPs Gets Easier

by Lynn O’Shaughnessy

Tax changes and new funds clear a path for these quirky investments.

The Challenge Of Growth

by Mark C. Tibergien and Rebecca Pomering

Most firms are too big and yet too small

The Power Of Boomer Value-nomics

by Lewis J. Walker

What life and the election tell us about our future

Boomers-Retire, Restructure Or Reinvent?

by Deena Katz

This huge group will change priorities and approaches on retirement

How Boomers Will Change Your Firm

by Tracey Longo

What will your firm look like in 2015? With about 75 million baby boomers retiring, different than than it does now

Responding To Value Challenges

by Leo J. Pusateri

How well you handle them will determine whether you get business.

The Wealth Management Mindset

by Learning to manage solutions for unique clients.

By Hannah Shaw Grove and Russ Alan Prince

Editor's Note


Hard Times, Great Expectations Never before...

Frontline News


529 Plans Could Face New Restrictions If the Bush Administration's 2006 revenue proposals are...

Letters to the Editor


Get Your Facts Straight As CEO of CFP Board, and therefore as the only person who can speak about staff layoffs here, I was appalled that you would run an...