June 2012

Succession Survival Guide


Advisors plan for their clients' futures but often ignore their own.

Future Shock: Boomers & Retirement

by Somnath Basu

Rising health care costs and low savings will force many boomers to work longer.

The Right Fit

by David Lawrence

Five steps that will help you choose the best CRM software.

Planning By The (Good) Book

by Mary Rowland

Ronald Blue's Christian advisors offer something unique.

Extraordinary People­- Extraordinary Results

by Roy Diliberto

An advisor who constantly complains about his employees should realize that he, not his associates, is the problem.

Taking Flight


More advisors are launching funds, but building assets isn't easy.

Who Is Your Firm's CFO?

by Joni Youngwirth

Advisory firms need to better manage their financial risks.

On The Air

by Karen DeMasters

Advisors take to online videos to make their case.

The Case For Special Needs

by Jeff Schlegel

Planning for the disabled can be a tricky-yet rewarding-practice area for advisors.

Billing Made Easier

by Joel P. Bruckenstein

Arcons Technology's billPort offers many pluses and a few minuses.

Forward Progress

Five experts discuss the state of the advisory business.

Riding The Tech Wave With ETFs

by Marla Brill

The sector is hot again, but includes larger players and is more stable than in the 1990s.

Back To The Land


Weird weather and supply/demand issues have made agriculture investing scary, but investors seeking diversity see gold in them thar fields.

Bane Or Boon?

by Michelle Knight

Proposed tax changes could bring significant consequences for municipal bondholders.

Glitter In Gold Mining

by Marla Brill

An unusual confluence of rising profits and falling stock prices has led to incredibly low valuations for mining shares.

Tough Business

by Alan Lavine

Major players exit variable annuities, but VA sales are up overall.

A Different Attack


Stephen P. O'Donnell is a martial arts visionary, a Marine and a newly born abstract painter. By profession, he's a financial planner.

A Challenge Beckons

by Richard B. Wagner

Individuals need Financial Planning 3.0. Are you ready to provide it?

The New, Bold Face Of Impact Investing

by Thomas M. Kostigen

This J.P. Morgan securities managing director serves clients by expanding the traditional definition of impact investing.  

Class Act

by Jerilyn Klein Bier

More business schools are offering corporate responsibility and SRI components.

FPA Chief Marvin Tuttle To Step Down In 2014

Marvin W. Tuttle Jr., the Financial Planning Association's chief executive and executive director, will step down as the organization's leader when he retires on May 31, 2014...

Advisor Groups Renew Challenge To Finra's SRO Cost Estimates

A coalition of financial advisor industry groups last month resumed its assault on the Financial Industry Regulatory Authority's cost estimates for creating a self-regulatory organization (SRO)...

Economic Good Times Could Be Bad For Your Health

It seems counterintuitive, but research shows that death rates rise when economic times are good...

Critical Care Insurance Gains Young Policyholders

The percentage of new critical illness insurance claims filed by younger people is increasing, while it is decreasing for older policyholders, according to a study sponsored by the American...

Napfa Elects New Chair, Launches Web Sites

The National Association of Personal Financial Advisors has tapped Ron Rhoades to succeed Susan John as chairman of the fee-only planners group...

LPL Financial Launches Rollover Program

LPL Financial is launching a new platform to help advisors increase their retirement business by serving more individuals rolling over their 401(k) plans...

Murray: Retirement Income Boils Down To One Issue

Advisors and their clients need to be concerned about only one retirement income issue, author Nick Murray told attendees in a keynote address at the recent 3rd Annual Financial Advisor...

Advisor Emporium

Advisor Emporium

TD Ameritrade Institutional Launches Thinkpipes Platform TD Ameritrade Institutional has launched a platform called Thinkpipes for independent registered investment...

Editor's Note

The Great Divide


When the International Associa­tion For Financial Planning (IAFP) merged with the Institute Of Certified Financial Planners (ICFP) 12 years ago, members of both groups hoped the new...