On Wall Street

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• Cover Story

• ETFs and Closed-End Funds: New Strategies for a New Day

  By Elizabeth Wine

  Despite the frenzy over exchange-traded funds and closed-end funds in recent years, one important lesson often gets obscured: How can financial advisors use these products to their benefit?

• Features

• Life Style Referrals

  By Lauren Barack

  Savvy financial firms understand that acquiring new clients is more than just getting one customer to give them a recommendation.

• Peak Performance

Going Global

• Greece Becomes the Weak Link For the Euro

  By Milton Ezrati

  The eurozone countries have little sway with the ECB and, consequently, do not control the monetary policies that affects them.

• Street Scene

The Wealth Industry

• Back Office Move Has Advisors Up In Arms - Some Bolt

  By Howard J. Stock

  Bank says everything is fine, but others say that advisors from both sides are displeased.

By The Rules

• Are The Retirement Waters Now Murkier?

  By Donald Trone and Louis Harvey

  The new regulations will have you looking for answers more than ever before.

5 Questions

• Five Questions with Robert Arena

  By Editorial Staff

  An EVP of Annuity, Mutual Fund and 529 Plans, Hartford Life discusses how boomers are juggling the financial needs of three generations.

• Street Talk

Who's News

• Who's News

  By Editorial Staff

• Your Practice

Client Marketing

• Great Advisors, Like Great Litigators, Perfect The Art Of Discovery

  By Gerri Leder

  You need to uncover clients' financial needs like a lawyer uncovers legal facts.

• Mining Wholesalers For Great Ideas

  By Matthew Leung

  Identify a few wholesalers you trust and pick their brains for best practice recommendations that will boost your bottom line.

Compliance

• New Firm, Better Annuity, Client Still Not Happy

  By Alan J. Foxman

  Our legal expert answers your questions.

Careers

• Five Traits Of Success In Brokerage World

  By Carri Degenhardt-Burke

  Strengthen your sales by adapting the traits that help you in life.

The Advisor's Emotions

• The Agile Branch Manager

  By Denise Federer

  In the financial world's evolving landscape, learn to say goodbye, hello and I'm ready for change.

• The Wealthy Retiree

The Next Phase

• Retirement Catch-22: Too Young To Retire, Too Old To Hire

  By J. Graydon Coghlan and Natalie Hadley

  These unfortunate clients need specific financial help from you.

Estate Planning

• Estate Taxes In Flux: Is The Silver Spoon Tarnished?

  By Martin Shenkman

  However this mess is resolved, it will forever change estate planning. Are you prepared?