January 2012
TECH TOOLS
More ;an
Just CRM
p. 65
CLIENT
Guard Against
IRA Scams
p. 79
PORTFOLIO
Just Don’t Call
it Growth
p. 83
Financial-Planning.com
The Top 50 Firms
Ranked by AUM
and Growth, Plus
Practices to Watch. p. 48
RIA LEADERS
Santiago Ulloa, president of GenSpring
Family O;ces International, and Maria
Elena Lagomasino, CEO of the firm —
the nation’s leading RIA practice by AUM.