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• Cover Story

• Debating The Retirement Challenge

  Experts from the biggest financial companies discuss the retirement hurdles that you and your clients are facing and what needs to be done right now.

• Peak Performance

The Asset Class

• Lost (and Found) In Translation

  By Tim Knepp

  The global exchange market dwarfs global GDP in size - and your clients are getting more interested in it.

Managed Money

• Gaining From Your Losses Without Inflicting Costs

  By Lee Chertavian and Ron Pruitt

  Realizing losses simply to offset possible gains in the future is a questionable strategy, especially in actively managed accounts.

• Street Scene

The Wealth Industry

• Talent Shortage Grips Firms As Financial Advisors Age

  By Aarti N. Maharaj, Howard J. Stock

  The war for talent leaves industry with a lack of new blood as veterans get set to leave.

By The Rules

• Denying Advisors A Legal Forum

  By Mark Astarita

  If the SEC prohibits arbitration agreements for investors, it surely must apply the same logic to FINRA rules which require employees to arbitrate their disputes.

5 Questions

• Five Questions With Amy Strong

  By Aarti N. Maharaj

  The senior analyst at Financial Research Corp. discusses how to position portfolios this year and next.

• Street Talk

Who's News

• Who's News

  By Editorial Staff

• Your Practice

Client Marketing

• The Power Of Longevity

  By Gerri Leder

  By Gerri Leder Staying power doesn't mean you can get cozy in the cobwebs, instead, pit that experience against your competition.

Compliance

• Ponzi Schemes And Problems Paying Fines

  By Alan J. Foxman

  Our legal expert answers your questions.

OWS Case Study

• Why Risk It?

  By Allan Flader

  Your client's risk profile may not be painting the whole picture you need.

Corporate Culture

• Talking 'Bout The Generations

  By Bill Willis

  The clients of the future are Gen X and Gen Y. But most advisors are boomers and they'll be the ones forced to change their ways.

• The Wealthy Retiree

The Next Phase

• Here Today, Here Tomorrow - New Sources Of Income For Retirement

  By Matthew Leung

  As traditional income sources dwindle, advisors look to guaranteed income annuities to help fund their clients' golden years.

Estate Planning

• Reaping The Tax Benefits Of Charitable Gift Annuities

  By Meryl R. Cosentino

  Enhancing your relationship with your clients starts with their causes.