On Wall Street

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• Cover Story

• A Profession Comes Of Age

  By Bob Veres

  The financial planning industry enters its fifth decade tested by the worst financial crisis since the Great Depression. And yes-adversity has made the industry stronger, in some surprising ways.

• Features

• 40 Years of Tom James

  By Marion Asnes

  The formidable leader of Raymond James Financial is dialing back a career that has spanned the lifetime of the industry.

• The Road Ahead

  By Paul Menchaca

  Securities America has evolved into one of the largest independent broker-dealers in the country, with one of the industry's most stable and cohesive executive teams. Now, with longtime CEO Steve McWhorter about to retire, and the company mired in a highly publicized lawsuit, the highway to success has sprung some potholes.

• Retirement NOW

  By Donald Jay Korn

  The market meltdown exacerbated retirees' essential conundrum-they're blessed with longer, more active retirements but have to stretch their wealth accordingly. Is satisfaction on the rebound, along with their portfolios?

• Columns

Business Consultant

• Learning Centers

  By Glenn G. Kautt

  Is your firm using broad-based systems thinking to improve its organizational learning? Mastering dialogue and discussion is key.

Industry Insight

• In Their Own Words

  By Bob Veres

  If everyone were already operating under a fiduciary standard, no one would have to be told to stop selling so hard.

The Elite Advisor

• Maximum Value

  By John J. Bowen, Jr.

  It's time to start building equity in your practice, even if you're not planning on retiring anytime soon.

• Industry

• The Analyst

  By Donna Mitchell

  William Bengen innovated the way practitioners thought about withdrawal rates, and forever changed retirement planning.

Fund Manager

• Royal's Big Deal

  By Paul Menchaca

  Royal Alliance's recent pickup of Rehmann Financial served notice that the Advisor Group is once again a force to be reckoned with.

• Anti-Consumer

  By Ilana Polyak

  Eclectic value manager Ralph Shive likes businesses that make "real" goods and services.

• Departments

My Word

• Double Trouble

  By Muriel Siebert

  For the country to truly rebound, we must create jobs and add transparency to the financial system.

The Portfolio

• Built to Last

  By Craig L. Israelsen

  Which portfolio model will hold out the longest after your retired clients start taking withdrawals?

• Strategy, Analyzed

  By Ken Solow

  Today, it's hard not to question investment dogma. A leading investment advisor takes on strategy, tactics and asset allocation-and finds some holes.

The Practice

• Doing Battle

  By Joel P. Bruckenstein

  Martin Carmichael, chief security officer at TD Ameritrade, explains what advisors should be doing to protect their data.

• Step Two: Strategize

  By Donald B. Trone

  When integrating a fiduciary standard into your investment process, you must identify and set clients' specific goals. Second in a series.

• Model Performance

  By Stephanie Bogan

  Does your advisory firm measure up? New research looks at business, affiliation and practice models. This is the second in a series.

The Client

• They've Got Options

  By Scott Schutte

  More clients are being awarded stock options again, so now's the time to add stock option planning to your menu of services.

• REO de Dinero

  By Donald Jay Korn

  The best real estate deals may be found in properties reclaimed by lenders, but buyers need caution as well as cash.

• They're Baack!

  By Ed Slott

  After getting a year off, retirement plan holders must take their required minimum distributions again in 2010.

• Planning for Reform

  By Rick S. Kahler

  Healthcare reform has come; now the question is, How will it affect you and your clients? Here, a few things to begin thinking about now.

Data

• Equities Perk Up

  By Donna Mitchell

  Mutual funds turned in a positive first quarter, even as retail investors remained skittish.

• High Net Worth

• Out of Favor?

  By Martin Shenkman

  Congress is mounting a gradual assault on GRATs, so advisors who want to use this estate-tax minimization tool must act now.

Estate Planning

• Impact Investing

  By Ron Cordes

  Capitalism is tackling the world's biggest social and environmental problems-and giving investors a new way to do well by doing good.

Practice Profile

• Virtual Works

  By Jim Grote

  David Yeske has accomplished quite a bit over the years, but his invention of Client Private Pages truly makes him an industry innovator.