On Wall Street

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• Cover Story

• Philanthropy's Challenge: Can Passion Overcome Pessimism?

  By Lauren Barack

  Giving is down. And advisors need to combine empathy with true expertise in this era of scarcity.

• Features

• Executive Clients: Taking Stock of Their Portfolios

  By Elizabeth Wine

  Finally, corporate executives are wising up to the benefits of diversification. But for various reasons, they still are not making good stock selling decisions.

• Peak Performance

The Asset Class

• Growth Equities: How Big Can They Get?

  By Tim Knepp

  There are many challenges to the notion of growth as an investment thesis, including whether that growth is sustainable.

Managed Money

• Advisors: Proceed With Caution When Using ETFs

  By Jeff Ptak

  ETFs are becoming increasingly popular, but you need to be aware of the pitfalls in some of the more exotic strategies

• Street Scene

The Wealth Industry

• Back on the Front Lines

  By Helen Kearney

  As Morgan Stanley Smith Barney and UBS move to a complex management structure, many long-time branch managers are scrambling to rebuild their client books.

By The Rules

• It's Payback Time on Promissory Notes

  By Thomas Lewis

  Advisors once thought that paying back half of their promissory note to their former firms was sufficient, but disgruntled firms are going after the full amount

5 Questions

• Marcia Kramer Mayer

  By Editorial Staff

  Five questions with the senior vice president of NERA Economic Consulting.

• Your Practice

Compliance

• What to Do When Commissions Are Withheld

  By Alan J. Foxman

  Our legal expert answers your questions.

OWS Case Study

• Explaining Risk to Clients

  By Michael A. Bois

  Throw out the jargon—your clients need to really understand their portfolio risk

Corporate Culture

• Branch Managers Will Need To Start Producing Again

  By Bill Willis

  The transition to becoming a producing manager will be challenging—many will fail—but the rewards will be great

• The Wealthy Retiree

The Next Phase

• Intergenerational Wealth Transfer: The New Advisor Challenge

  By Chris Parisi and Matthew Leung

  You've worked hard to help build your clients' wealth. But building relationships with family members can yield greater rewards

Estate Planning

• Donating an Art Collection Can Be a Challenge

  By Robert A. Darwell and Michael Barbanell Landres

  Possible forgeries, the expense of maintenance, looted art and getting the best tax treatment are only a few of the problems facing a donor.