On Wall Street

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• Features

• What Have You Done For Me Lately?

  By Marie Swift

  Articulating your value as a financial advisor is more complex after two years of market turmoil. And more necessary.

• Envestnet's Fiduciary Opportunity

  By Marion Asnes

  Washington may have punted on standards of care, but the issue continues to intrigue affluent clients and the advisors who serve them. Envestnet is betting on that interest with a new platform.

• Columns

Business Consultant

• Admit It

  By Glenn G. Kautt

  When you make a wrong business decision, are you willing to take the blame and fix it? Admitting your mistakes could strengthen your practice.

Industry Insight

• The Change Equation

  By Bob Veres

  How do you convince clients to act in their own financial best interest? Behavioral finance research has (finally) come up with some practical ideas.

The Elite Advisor

• Duplicate Efforts

  By John J. Bowen, Jr.

  If you use feedback from your top clients to bring in more like them, your practice will be poised to grow in any market environment.

• Industry

• The Pioneer

  By Donna Mitchell

  Richard Thaler united economics and psychology, two fields that once seemed at odds with each other. But his work makes financial planning stronger.

• Reform Lite

  By Jeanne Lee

  The financial crisis exposed the SEC's failure to protect investors. Some advisors doubt the Senate reform bill does much to fill in the gaps.

Fund Manager

• Without Bias

  By Ilana Polyak

  Nick Thakore shows that value and growth can go hand in hand.

• Departments

My Word

• Come Together

  By Matt Lynch

  Infighting among financial services professionals benefits no one and could result in harmful regulation for all.

The Portfolio

• TIPS and Ladders

  By George Strickland

  Trying to find the safest way to tame inflation risk? Here's a comparison of two popular inflation hedges.

• Alpha and Beta

  By Craig L. Israelsen

  Is it possible to concoct alpha from a diversified portfolio of beta ingredients?

• Handle With Care

  By Donald Jay Korn

  Although municipal bond defaults remain low, rising interest rates and onerous pension obligations could signal trouble ahead.

The Practice

• Building Value

  By Stephanie Bogan

  Developing your firm so you can realize its full value is the defining practice management issue of the decade.

The Client

• All in the Family

  By Donald Jay Korn

  If income tax rates rise, your affluent clients might want to consider shifting income to children or retired parents in lower tax brackets.

• Strange Bedfellows

  By Ed Slott

  Healthcare reform will affect clients in many ways. One unlikely effect involves IRA planning.

• The Sky Is Not Falling

  By Jeanne Lee

  Small business owners do not yet know how hard the healthcare reform bill will hit them. But the changes don't have to be overwhelming.

Data

• Recovery, Interrupted

  By Donna Mitchell

  ETFs, like the broad markets, got off to a good start in early 2010. But the Flash Crash shook investor confidence-again.

• High Net Worth

• Oblique Lens

  By Martin Shenkman

  Taking a deeper look at life events reveals less obvious planning opportunities for affluent clients.