On Wall Street

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• Cover Story

• Who's Wealthy Now?

  By Paul Menchaca

  Baby boomers may be America's wealthiest generation, but they have issues (of course). Here's what their wealth managers are concerned about.

• Features

• Wealth Management Psych Out

  By Donna Mitchell

  Behavioral finance has moved from theory to practice, informing tools and techniques for connecting with wealthy clients.

• Columns

Business Consultant

• Decision Tree

  By Glenn G. Kautt

  Diagramming the options of your professional life can help you assess the future value of your career choices.

Industry Insight

• All for Show

  By Bob Veres

  People ask me what will happen now that Congress has directed the SEC to study (and maybe enforce) the fiduciary issue. This is my best answer.

The Elite Advisor

• Leadership Lessons

  By John J. Bowen, Jr.

  Here are five leadership skills that will help advisors build successful employee teams and improve their practices.

• Industry

• Mass Market

  By Donna Mitchell

  Sheryl Garrett has brought financial planning to the largely underserved middle class.

• The iPad's Cool Factor

  By Katherine Heires

  Advisors are using the new tool to wow clients-and custodians and broker-dealers want to help.

Fund Manager

• Global Vision

  By Ilana Polyak

  Fast-growing emerging markets steal the headlines, but Tweedy, Browne's quartet of value managers prefers a less flashy approach.

• Departments

My Word

• Game Change

  By Matt Lynch

  The lesson of our time should be to embrace the new and encourage creativity.

The Portfolio

• Covering the Risk

  By Donald Jay Korn

  In a sideways stock market, writing covered calls can boost returns by generating cash flow as long as investors are willing to sacrifice potential profits.

• Inverse Thinking

  By Craig L. Israelsen

  Pairing an index fund with its opposite is one way to protect a portfolio against large losses.

• Where the Growth Is

  By Margie Carpenter

  Emerging Asia is now the home to almost half the world's people and is the engine of global growth. What's your allocation?

• The Inflation Scenario

  By Peng Chen, Ph.D., CFA

  Are baby boomer portfolios protected should inflation start to rise? A traditional mix of equities and fixed income may be vulnerable.

The Practice

• The Ditmas Test

  By Richard Vodra

  Planners need to look at the numbers in their most basic assumptions and ask, "Does it make sense?"

• Word Games

  By Marc Freedman

  Investors don't care whether planners call themselves fee-only or fee-based, as long as they put the interests of their clients first.

• Enough Communication

  By Dan Moisand

  During uncertain times, you may think clients want to know everything. But the opposite may be the case.

• Sweet Harmony

  By Donald B. Trone and Louis S. Harvey

  A harmonized fiduciary standard doesn't have to be a cumbersome and unwieldy set of rules and regulations.

• The Nominees Are...

  By Daniel Seivert

  When selecting a potential successor, make sure he or she has all the tools to continue your firm's success.

The Client

• Slices of Time

  By David E. Adler

  As time-segmentation strategies become easier to execute, they are becoming more popular for retirement income planning. By David E. Adler

• The 8% Solution

  By Donald J. Korn

  For clients who are deciding when to start Social Security benefits, earning 8% a year by waiting can be appealing in these low-yield times.

• Starting Over

  By Ed Slott

  Your clients have until Oct. 15 to recharacterize their 2009 IRA conversions. Make sure they don't make any costly mistakes.

• Investors and the Bear

  By Geoff Davey

  The latest research on risk tolerance and expectations gives advisors insights into how clients will react in the next down market.

Data

• VAs Head for Slowdown

  By Frank O'Connor

  Total assets grew, and net flows had a double-digit increase. Overall, though, muted sales growth seems likely for the foreseeable future.

• High Net Worth

• Making an Impact

  By Ron Cordes

  Impact investing-doing good while making money-is in its infancy. Interested advisors can get involved now. Here are some ways to start.

Estate Planning

• The Collector's Dilemma

  By Matthew F. Erskine

  When the value of a client's collection takes off, the result can be bad news for the estate plan.

Practice Profile

• Bonds for Glory

  By Jim Grote

  Marilyn Cohen attracts wealthy clients with a simple idea: All you need is bonds.