Cover Story
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Meet the Gen X Millionaires
They're young, they're rich and they're not afraid of risk. Read the profiles of these four successful entrepreneurs and see how you can attract more wealthy Gen X clients to your book.
Departments
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When You Say "Tomato," Do Clients Hear "To-Mah-to"?
Perceptions become reality on an individual basis, and your clients' perceptions of the economy are not good.
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Are You Prepared for the Retirement Boom?
Your branch manager is expecting great things from youand so are your clients who are nearing retirement.
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The Sleeping Bear Has Emerged. Now What?
The hardest-hit market segments are often the ones that will lead the pack during the subsequent recovery.
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The Tax Smart Workhorse
The flat-fee variable annuity can accelerate wealth accumulation and retirement income.
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The Instant-Gratification Generation Comes of Age
Rookies need to understand that it takes yearsnot monthsof hard work to build a successful book.
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Be Captain of Your Destiny
Smooth sailing, even in choppy waters, is possible with a sense of confidence and a steady hand at the helm.
Features
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The New Wealth Preserver: Long-Term Care Insurance
Think your clients are too rich to worry about healthcare costs as they get older? Think again.
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In Search of Job Security
When the game is getting rough, how do you make yourself an indispensable part of the team?
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SMAs: Overhyped or Underused?
Separately managed accounts are often touted for their tax advantages. But some investors don't maximize that potential.
Sector Savvy
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Retail Investors Give Thumbs-Down To Retail
Companies catering to consumers' wants are left wanting.
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From Ugg to Utterly Impressive
Martinez changes the way athletes and non-athletes alike think about footwear.
Street Talk
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Five Questions with Joe Kenney
The chief executive of JPMorgan Private Client Services shares the key to making money for investors in the current market.
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Which Firms Leave Clients Most Satisfied?
It's easy to call clients in good markets, but more important to call them when times are bad.
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Community Banks Offer Investors Breathing Room
Advisors discuss navigating financial stocks, when getting out is not an option.
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FINRA Seeks to Clarify Rule Mishmash
Latest proposal will codify various practices for marketing variable annuity products.
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Who's News
Staffing announcements from wirehouses, regionals and private banks.
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