On Wall Street

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• Cover Story

• Meet the Gen X Millionaires

  By Helen Kearney

  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

The Affluent Client

• When You Say "Tomato," Do Clients Hear "To-Mah-to"?

  By Jack Sharry

  Perceptions become reality on an individual basis, and your clients' perceptions of the economy are not good.

• Are You Prepared for the Retirement Boom?

  By Chris Parisi and Matthew Leung

  Your branch manager is expecting great things from you—and so are your clients who are nearing retirement.

Products

• The Sleeping Bear Has Emerged. Now What?

  By J Gibson Watson III

  The hardest-hit market segments are often the ones that will lead the pack during the subsequent recovery.

• The Tax Smart Workhorse

  By Laurence P. Greenburg

  The flat-fee variable annuity can accelerate wealth accumulation and retirement income.

The Practice

• The Instant-Gratification Generation Comes of Age

  By Carri Degenhardt-Burke

  Rookies need to understand that it takes years—not months—of hard work to build a successful book.

• Be Captain of Your Destiny

  By Dr. Alden Cass

  Smooth sailing, even in choppy waters, is possible with a sense of confidence and a steady hand at the helm.

• Features

• The New Wealth Preserver: Long-Term Care Insurance

  By Gwen Moran

  Think your clients are too rich to worry about healthcare costs as they get older? Think again.

• In Search of Job Security

  By Gwen Moran

  When the game is getting rough, how do you make yourself an indispensable part of the team?

• SMAs: Overhyped or Underused?

  By Neil OHara

  Separately managed accounts are often touted for their tax advantages. But some investors don't maximize that potential.

• Sector Savvy

• Retail Investors Give Thumbs-Down To Retail

  By Lauren Barack

  Companies catering to consumers' wants are left wanting.

Company Insight

• From Ugg to Utterly Impressive

  By Lauren Barack

  Martinez changes the way athletes and non-athletes alike think about footwear.

• Street Talk

5 Questions

• Five Questions with Joe Kenney

  By Judith Schoolman

  The chief executive of JPMorgan Private Client Services shares the key to making money for investors in the current market.

Industry

• Which Firms Leave Clients Most Satisfied?

  By Donna Mitchell

  It's easy to call clients in good markets, but more important to call them when times are bad.

Portfolio

• Community Banks Offer Investors Breathing Room

  By Donna Mitchell

  Advisors discuss navigating financial stocks, when getting out is not an option.

Regulation

• FINRA Seeks to Clarify Rule Mishmash

  By Donna Mitchell

  Latest proposal will codify various practices for marketing variable annuity products.

Who's News

• Who's News

  Staffing announcements from wirehouses, regionals and private banks.