On Wall Street

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• Cover Story

• Waiting for "Intelligent Integration"

  By Joel P. Bruckenstein

  Schwab aims to shake up the technology status quo-but how new is the giant custodian's new platform?

• Schwab's Competition Has Its Say

  Schwab’s competitors manage to be politely dismissive of the new platform, while still emphasizing that they got the CRM concept first. Here’s how various executives put it:

• Features

• Annuities From Bust to Boom

  By Paul Menchaca

  In the wake of the economic crisis, the once-maligned annuity is bringing in a bigger share of advisors' revenues. with a massive wave of retirees on the horizon-and both regulators and burned investors hungry for guaranteed income for the aged-the annuity business' moment is here.

• Columns

• Enjoy the Ride

  By Deena Katz

  Two years after the economic meltdown, the stock market is still volatile and investors are still worried. Here's how to keep them engaged.

Industry Insight

• The Equity Problem

  By Bob Veres

  A controversial new white paper by Mark Hurley suggests that most financial planning practices are less valuable than their founders think.

The Elite Advisor

• Publish or Perish

  By John J. Bowen, Jr.

  To build credibility, create and publish an article on a topic that's near and dear to your clients. Here's how to brainstorm in 30 minutes.

• Industry

• The Big Bang

  By Donna Mitchell

  In 1952 Henry Markowitz created modern portfolio theory. The rest is history.

• Why Now?

  By Elizabeth Wine

  LPL Financial's June IPO filing was long anticipated. But with a volatile stock market, some question the company's timing.

Fund Manager

• Greener Approach

  By Ilana Polyak

  Portfolio 21, which focuses on sustainable investments, has profited from a strict sustainability strategy.

• Departments

My Word

• Different Look

  By Morris Armstrong

  Clients may interpret a uniform fiduciary standard "in the best interest of the client" differently than regulators.

The Portfolio

• Greek Tragedy

  By Donald Jay Korn

  Does the stock selloff from the Greek debt crisis portend coming disaster in Europe or signal a buying opportunity?

• Pay to Play?

  By Craig L. Israelsen and Nicole Lindsley

  A study examining mutual funds with various initial investments shows little correlation between entry costs and performance.

The Practice

• Better Balance

  By Bill Winterberg

  Advisors recognize how rebalancing software can streamline portfolio management, but these unique tools can also enhance compliance.

• Step Four: Implement

  By Donald B. Trone

  Translating a fiduciary standard into reality requires uniform search criteria for money managers and investment vehicles. Fourth in a series.

The Client

• Borrowing Trouble

  By Donald Jay Korn

  Steep debt for higher education can be harmful to both parents and students.

• Ditch the Declination

  By Scott Schutte

  Are you avoiding necessary conversations about life insurance by opting for a declination letter? Are you really managing your clients' risks?

• An Abundance of Caution

  By Mary Quist-Newins

  Women investors tend to avoid risk and need education. These qualities serve to make them prime financial planning clients.

• The Knowledge Gap

  By Eric Sutherland

  A recent survey revealed that investors clearly recognize today's market risks. But they don't know what to do-and too few are taking action.

Data

• Yield at Any Price?

  By Donna Mitchell

  Investors wanted safety in the second quarter, which punished equities. But their craving for yield could also land them into trouble.

• Chase For Yield

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• High Net Worth

Practice Profile

• The Advocate

  By Jim Grote

  Elaine Bedel chalks up her success in two challenging niches with a few simple words: "I think we listen well."

• Not Fade Away

  By Martin Shenkman

  Most clients living with chronic illnesses are loath to talk about it. But as a planner, you can make a big difference in their future.