On Wall Street

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• Cover Story

• Wells Fargo: On the Front Lines of the Culture Wars

  By Lee Conrad

  After two surprise acquisitions and a number of defections, Kent Christian and Jim hays are charged with the task of melding distinct wealth management entities.

• Features

• Carrying on a Family Tradition

  By Lee Conrad

  Benjamin "Tad" Edwards IV, the scion of an icon in St. Louis, is not shy about his wish to replicate the culture of his family firm, which he says was based on an ironclad devotion to putting clients' needs first.

• Variable Annuities Are Down but Not Out

  By Elizabeth Wine

  Sales of these insurance products have been falling and the market turmoil laid bare many of their shortcomings (namely, complexity), but they still provide income better than any other product.

• Peak Performance

Tax Smart

• Opportunities For Advisors Amid Estate Tax Holiday Nightmare

  By Bill Fleming

  Remember, Congress could try to reinstate the tax retroactively so make sure that any special limited time techniques will do no harm if the estate tax makes a comeback.

Going Global

• Emerging Markets Lead The Charge

  By Milton Ezrati

  We look at the pitfalls and opportunities in potential investments from around the globe.

• Street Scene

The Wealth Industry

• The Battle For Super Star Advisors: Can It Be Sustained?

  By Elizabeth Wine

  Top advisors are getting 300%, but some are wondering if that is a smart way to run a business.

By The Rules

• Don't Expect Clarity From The Top

  By Steven Sloan

  Executives took pains to shoulder some of the responsibility, but their explanations are unlikely to alleviate your clients' feelings of animosity toward Wall Street.

5 Questions

• Five Questions with David Tittsworth

  By Editorial Staff

  The Executive Director of the Investment Adviser Association discusses ways to police the advisory business.

• Your Practice

Client Marketing

• Emerging From Crisis With the Three Rs

  By Gerri Leder

  The eventual winners will be those advisors who review, regroup and reform their assumptions.

Compliance

• Advisor Sued When Market Is to Blame

  By Alan J. Foxman

  Our legal expert answers your questions.

Careers

• Guide to Increasing Your Business

  By Carri Degenhardt-Burke

  For one thing, advisors need a dynamic branch manager to help them grow their business in tough times.

• The Wealthy Retiree

The Next Phase

• Rethinking Roth Conversion

  By Dru Donatelli

  Unlike most investment decisions, if a client's Roth conversion doesn't go as well as you planned, you can have a "do-over."

Estate Planning

• Improving Asset Retention- Keeping Open Dialogue Is Key

  By Matthew Leung

  The top piece of advice from branch managers: Know where all of the client's assets are located.