• February 2012

  • Cover Story

  • Got Mojo? Bank Programs Face Challenges

    By Bennett Voyles

    Bank programs are facing some obstacles, but when done right there are a number of advantages in this model.

  • Columns

    • Producer Profile

  • A Family Tradition

    By Dave Lindorff

    Michael Alexander and his daughter Brandy Sorenson both draw from previous careers (Navy and nursing) to help their credit-union clients.

    • Outlook

  • The Year of Living Divergently

    By Robert C. Doll

    Modest economic growth will be enough to allow corporate earnings to increase, which will provide the backdrop for equity markets to move higher, led by the U.S.

  • Departments

    • Production

  • Three Conversations Your Clients Are Dying to Have

    By Joseph F. Coughlin

    People are focused on the short-term aspects of life. So for retirement planning, advisors need to engage in a new conversation that is relevant to life today. And a lot of that will revolve around health issues and their costs.

    • Portfolio

  • ETFs Hit Saturation Point (Just Like Good TV Shows)

    By Jeff Tjornehoj

    Why SPY is the Law & Order of exchange-traded funds, while SPDR Dow Jones Total Market is more like Boston Common.

    • Careers

  • A Declaration of Independence (Maybe, Maybe Not)

    By Rick Rummage

    Do you have the skill set to become an independent? More to the point, are you sure that's even what you want? It's not for everyone.

  • In Every Issue