On Wall Street

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• Cover Story

• What Wealthy Clients Want Now

  By Helen Kearney

  Clients are upset and they’re voting with their feet. But instead of bemoaning your woes, you should view this as a time to prove your worth and snag a few new clients.

• Peak Performance

The Asset Class

• Alternative Medicine: Separating Beta from Alpha

  By Tim Knepp

  This separation is no small point as beta represents the return for bearing market risk and is available (cheaply) to anyone and everyone.

Managed Money

• Investing for the Future

  By James MacPherson

  What can advisors do when the old rules no longer apply?

• Street Scene

The Wealth Industry

• On Life Support a Year Ago, Merrill Pays for Top Producers

  By Helen Kearney

  Will the addition of Sallie Krawcheck as wealth management boss get the herd thundering again?

5 Questions

• Five Questions with Bill McGrew

  By Editorial Staff

  McGrew runs the Focus List at California Public Employees' Retirement System, or CalPERS. He spoke with writer Elizabeth Wine about exacting changes to corporate practices.

• Your Practice

Client Marketing

• When Trust Is Broken, Value Is Compromised

  By Gerri Leder

  Now is the time to re-establish your value with clients—perhaps there is something you can offer that they don't have to pay more for.

Compliance

• "Senior" Designations Can Be Touchy Subject For Your Firm

  By Alan Foxman

  Our legal expert answers your questions.

OWS Case Study

• Client Benefits from Insurance Review

  By John Schutz

  Death benefit of policy was increased, while hefty annual premium was eliminated.

Corporate Culture

• Staying the Course No More

  By Bill Willis

  Clients are demanding change—any change!—and advisors are finding ways to comply.

• The Wealthy Retiree

The Next Phase

• Retirement Is Tougher than Ever, and You Can Make a Difference

  By John Papadopulos

  The single best thing you can do for clients is to urge them to have a financial roadmap—some will be more detailed than others but it's an important step.

Estate Planning

• Ingenious Ways to Keep Giving

  By Martin Shenkman

  Strategies that help clients meet their philanthropic plans even in tough times.