On Wall Street

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• Cover Story

• FP 50: Revenue Rising

  By Donald Jay Korn

  Following two lean years, most of the Top 50 independent broker-dealers enjoyed significant growth.

• Columns

• Take Me Back, Please

  By Deena Katz

  Although it can be complex, financial planning doesn't have to be drudgery. Advisors who make the process enjoyable are more likely to keep clients.

Industry Insight

• Things I Just Don't Understand

  By Bob Veres

  Maybe you can help me figure out why the financial services world is as it is - one perplexing question at a time.

The Elite Advisor

• Systems for Success

  By John J. Bowen, Jr.

  Creating a turnkey business that performs at a world-class level requires a blueprint of systems and processes - with your entire team working in unison.

• Industry

• A Bigger Stick

  By Donna Mitchell

  The CFP Board's new authority sparks concerns.

Fund Manager

• Trading On Scarcity

  By Temma Ehrenfeld

  Gabelli SRI Green Fund looks to gain from shortages of commodities and resources.

• Departments

My Word

• Myth Busting

  By John Ameriks

  Dedicated retirement funds did much better than critics charge.

The Portfolio

• Costly Harvest

  By David E. Adler

  Experts debate whether tax-Ioss selling adds value or postpones a growing tax bill.

• Price Controls

  By Donald Jay Korn

  When choosing inflation hedges, planners should consider valuations as well as historical performance.

• The Rebalancing Premium

  By Craig L. Israelsen

  The extra return generated when a 60/40 portfolio is regularly rebalanced can provide a clue to performance.

The Practice

• Blue Ocean Marketing

  By Jessica Maldonado

  Planners need a different business model to serve middle-market clients profitably.

• Code of Conduct

  By Donald B. Trone

  Are you benchmarking your practice against a uniform fiduciary standard?

• Linking In

  By John Comer

  How to use a social media marketing tool to help you find new clients and take care of your existing ones.

The Client

• Basis Training

  By Donald Jay Korn

  New rules on cost basis reporting may eventually make life easier, but for now planners must be vigilant to trim clients' taxes.

• Preparing for the Worst

  By Scott Schutte

  With unemployment still high, baby boomer clients close to retirement need to rethink their emergency fund planning.

• Hard Lessons

  By Katie Kuehner-Hebert

  Many clients with college-age children must weigh delaying their retirement or picking less pricey schools.

• Pre-Planning Advice

  By Pamela Christensen

  For every planner-ready client, there are 10 or more who need budgeting services first.

Data

• Hitting the High Notes

  By Frank O'Connor

  Variable annuity sales were solid last year, but the market lost big players.

• High Net Worth

• The Worried Wealthy

  By George H. Walper Jr.

  Even multi-millionaires lose sleep over whether their homes will retain their value and whether they can retire.

• Filed Away

  By Martin Shenkman

  Agreements, deeds and leases are not core estate planning tools, but may have unexpected opportunities or traps.

Practice Profile

• Industry Veteran

  By Jim Grote

  Richard R. Lee Jr. has lived through two radically different eras as the financial planning business has evolved. His focus is now on the third.