On Wall Street

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• Cover Story

• Hedge Funds: Are They Worth It?

  By Elizabeth Wine

  Hedge funds may deserve a place in your client's portfolio, but it's your responsibility to make sure clients understand there's no such thing as 'absolute return.'

• Features

• The New Retirement Portfolio

  By Lauren Barack

  As advisors start to repair clients' holdings, understanding their emotions may be key to bringing them back from the brink. We present advisors with two hypothetical case studies and ask for their solutions.

• Peak Performance

Tax Smart

• Prime Time to Transfer Assets

  By Bill Fleming

  It looks like the previously expected repeal of estate taxes won't go ahead. So if your clients had a wait-and-see attitude, now is the time to get planning.

Going Global

• Asian Economies Regain Footing After Falling Off the Growth Path

  By Milton Ezrati

  Aggressive stimulus programs put in place in recent months are the key to recovery in these emerging markets.

• Street Scene

• UBS Weighs Options as the Suddenly Smallest Wirehouse

  By Helen Kearney

  UBS can grow, shrink or sell—or hire Bob McCann and hope he can turn it around.

By The Rules

• SEC v. Bank of America: Where to Go From Here?

  By Thomas O. Gorman

  At this point, the parties are moving toward a trial that neither wants—and for the SEC, the stakes are high.

5 Questions

• Five Questions with Brian Smiley

  By Editorial Staff

  Smiley serves as the president of the PIABA, which promotes the interests of investors involved in arbitration disputes against brokerage firms.

• Your Practice

Client Marketing

• Battling the Sting of Skepticism From Clients

  By Gerri Leder

  Recognize that competition has never been greater to be the provider-of-choice to the affluent.

Compliance

• Crossing the Line in Your Relationships with Clients

  By Alan J. Foxman

  Our legal expert answers your questions.

Careers

• How to Avoid a Bad Match

  By Carri Degenhardt-Burke

  Advisors need to do their due diligence before changing firms—here are some essential questions to ask of yourself and of your potential new employer.

The Advisor's Emotions

• Successfully Embracing Change

  By Denise Federer

  Our psychologist to advisors explains how to control your nerves when switching firms.

• The Wealthy Retiree

The Next Phase

• Seek Opportunities to Help Employers With Retirement Plans

  By E. Thomas Foster Jr.

  Realize that people are more likely to seek guidance from their employer rather than their financial advisor.

Estate Planning

• Trust Lessons From Poker: Simple Is Enough, Until It Isn't

  By Martin M. Shenkman

  Think of estate planning as a poker match—sometimes you just need a pair of deuces, but sometimes only a full house will do.