July 2012
Financial-Planning.com
Ameriprise’s Edward
Wacks (left) and client
Miguel De Oliveira,
CEO of yacht-servicing
company Mendol USA
11 strategies to boost the work of planners
and their entrepreneurial clients. p. 40
SMALL BUSINESS,
BIG IMPACT
BOB VERES
Manipulating the
SRO Debate p. 23
GLENN KAUTT
Making My Succession
Plan Work p. 31
PORTFOLIO
Morningstar’s New
Rating System p. 57
