Cover Story
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Betting on McCann
Can Bob McCann and his renewal team restore UBS Wealth Management Americas?
Features
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The Fixed Income Fix
How can advisors help clients minimize losses in fixed income portfolios when rates increase? The best answer may surprise you.
Peak Performance
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Taking Your (tax) Medicine
High-net-worth individuals need to plan today for significant healthcare tax changes ahead.
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A Reversal Of Fortunes In China?
After the wild gains of the past year, the chances for a correction loom large in emerging markets.
Street Scene
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Stifel Nicolaus: Dominating The Mid-Market Realm
Described as better managed than many of its peers, the firm seems poised for opportunistic growth.
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Tilting the Litigation Landscape Against the Financial Industry
Current reform proposals could radically alter the broker-client relationship.
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Five Questions With Gurinder Ahluwalia
The president and CEO of Genworth Financial Wealth Management talks about how things have changed in recent years and how FAs can manage clients.
Street Talk
Your Practice
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In The World Of Managed Money, Advisors Still Add Value
Here's what advisors must do now to sharpen their edge.
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Holding the Check: Problem or No?
Our legal expert answers your questions.
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New Strategies to Boost Your Career
Four ideas aimed at increasing your book of business.
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When Good Clients Behave Badly
Learning how and why your clients think is critical to helping them make sound financial decisions.
The Wealthy Retiree
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The Myths and Realities of Roth IRA Conversions
Think the conversion privilege is just a one-year opportunity? Think again.
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