• April 2011

April 2011 cover

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Past Issues

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  • Cover Story

  • Investment Update: Change And Chaos Drive Demand

    Five experts offer smart strategies to use in these uncertain times.

  • Features

  • Taking On The Troubled Athlete

    By Lorie Konish

    Ira Spiegel tackled Michael Vick's finances in the midst of the player's legal troubles and after two other advisors allegedly took advantage of the embattled football star.

  • Peak Performance

  • Tax Smart

  • Tax Tips For This Year And Next

    By Susan L. Hartman

    Investors have important decisions to make about their short-term and long-term plans. Are you prepared to offer the advice they need?

  • Going Global

  • No Easy Answer to Euro

    By Milton Ezrati

    The inflexibility implicit in Europe

  • Street Scene

  • The Road To Recovery

    By Elizabeth Wine

    Experts consider the tried-and-true cyclical sectors in a market resurgence.

  • The Wealth Industry

  • U.S. Trust Defends Garden Policy, Codifies Processes

    By Lorie Konish

    Outsiders say the policy is short-sighted and will make recruiting more difficult.

  • By The Rules

  • FINRA Prosecutes More But Collects Less

    By Bennett Voyles

    Experts predict that social media may be the next area of scrutiny for the self-regulatory organization.

  • 5 Questions

  • Five Questions With Joseph Quinlan

    By Jaime Pessin

    The Managing Director and Chief Market Strategist for U.S. Trust discusses the Middle East and its impact on financial advisors.

  • Street Talk

  • Who's News

  • Who's News

    By Editorial Staff
  • Your Practice

  • Client Marketing

  • High-Net-Worth Marketing In Three Easy Steps

    By Todd Colbeck

    Are you using one of these tried-and-true referral methods to reach new prospects?

  • Compliance

  • The Whole Truth

    By Alan J. Foxman

    Our legal expert answers your questions about providing disclosure of potential conflicts of interest.

  • Careers

  • Looking For Mr. Good Manager

    By Carri Degenhardt-Burke

    The good branch managers stand out in a crowd, but the bad ones can make your life miserable - so how do you recognize the one worth following?

  • The Advisor's Emotions

  • Reaching Your Ultimate Emotional Goal

    By Denise Federer

    Two scenarios plus a multi-step plan that enhances your ability to succeed in the competitive financial world.

  • The Wealthy Retiree

  • The Next Phase

  • Retire Later, Collect More

    By J. Graydon Coghlan

    Have you helped your clients decide exactly when they will retire? It can make a significant difference-down to the month-in determining how much they will get in Social Security benefits.

  • Estate Planning

  • Gold Bullion Versus Coins

    By Matthew F. Erskine

    If your clients want to know the best way to buy gold, the answer may depend on whether they are acting as collectors or investors.

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