On Wall Street

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• Cover Story

• The 2008 Retirement Roundtable

  Our industry experts gather to discuss the big issues facing financial advisors and their clients. Read their opinions on the decumulation phase of retirement plans, clients who spend too much money, preserving wealth in the weak economy and much more.

• Departments

The Affluent Client

• The Myth of the Stockpicker's Market

  By John Ameriks

  When investors try to outrun both the bulls and the bears, look to sports clichés for help: The best offense is a good defense.

• Identity Thieves Target the Affluent

  By George H. Walper, Jr. and Catherine S. McBreen

  Assure your clients that you're safeguarding their information.

Products

• 'Lost Decade' May Yet Happen if Investors Aren't Careful

  By Kunal Kapoor

  Investors who mistakenly viewed the past 10 years as a lost cause made an elementary mistake—and they're about to do it again.

• The Bric Economies: No Longer a Cornerstone

  By Milton Ezrati

  These markets are starting to perform in very different ways, so investors need to step up research efforts to determine the best bets.

The Practice

• So Many Client Segments, So Little Time

  By Ray Sclafani

  A strategic approach to client segmentation improves customer satisfaction and your bottom line.

• Seven Reasons Why Advisors Move

  By Danny Sarch

  A firm that's hemorrhaging money isn't the only reason advisors leave—company polices and management attitudes also Play a part.

• Features

• The New Face of Philanthropy

  By Helen Kearney

  Women control a combined net worth of $4.4 trillion and they bring a new mindset when giving money to charities. Advisors who ignore this potential opportunity should consider this: With the coming generational wealth transfer, women will ultimately decide just where a lot of that money goes.

• Jury of Their Peers

  By Elizabeth Wine

  Under a new arbitration program, investors will be able to choose to air complaints to a panel of regular people, without the token industry insider. So why are both sides of this issue unhappy with the plan?

• Sector Savvy

• Those Lean, Mean Industrial Machines

  By Lauren Barack

  The sector is fighting back against the current economic tide.

• The Reinvention of Ingersoll-Rand

  By Lauren Barack

  Chairman Herbert Henkel Remolds the century-old firm for its next 100 years.

• Street Talk

5 Questions

• Five Questions with Jean Setzfand

  By Judith Schoolman

  The director of financial security at AARP provides tips on safeguarding retirement income.

Industry

• Sizing Up the Candidates on Major Money Issues

  By Donna Mitchell

  If you let your wallet do your voting—and who doesn't?—you have a month to decide which candidate will hurt you the least.

Portfolio

• Digging for Small-Cap Gems amidst the Economic Wreckage

  By Donna Mitchell

  With a dearth of small-cap research, some hit the pavement to do their homework.

Regulation

• Auction-Rate Securities Dust Settles, But What About Small Brokerages?

  By Donna Mitchell

  Observers expect red faces as regional brokerage customers are left out of the settlements—and advisors better prepare for some harsh words.

Who's News

• Who's News

  By Editorial Staff

  Staffing announcements from wirehouses, regionals and private banks from the October 2008 issue.