On Wall Street

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• Cover Story

• Rallying the Recovery Team

  By Lorie Konish

  How advisors help their clients when catastrophes hit.

• Features

• Retirement Rules for Small Business Clients

  By Elizabeth Wine

  Whether it's simple or not, retirement plans are suddenly important to small business owners.

• Peak Performance

• The ETF Mousetrap: If You Build It, They Will Come

  By Elizabeth Wine

  As increasingly complex ETFs stake a deeper claim to investor assets, has the closing bell really tolled for large-cap stocks?

• The Global "Go Anywhere" Funds

  By Tom Roseen

  Looking for the Right Mix? These funds might do the trick.

Tax Smart

• Making the Most of The Gift Tax and Its $5 Million Exclusion

  By George G. Jones and Mark A. Luscombe

  Taxpayers Beware: Gifts to charities have come under IRS scrutiny.

Going Global

• Don't Count The Emerging Markets Out Yet

  By Milton Ezrati

  After a decade-long bull run, emerging markets have been disappointing to some investors recently.

• Street Scene

The Wealth Industry

• Will Bofa's Leadership Change Hurt the Thundering Herd?

  By Lorie Konish

  Krawcheck is out, Darnell is in.

By The Rules

• Big Banks Shift Campaign Cash Away from Obama In 2012

  By Kevin Wack

  The president's once warm relationship with the largest American banks has been fractured.

5 Questions

• Five Questions With Sandra Timmermann

  By Michelle Lodge

  The director of the MetLife Mature Market Institute discusses how financial advisors can best serve baby boomers.

• Street Talk

Who's News

• Who's News

  By Editorial Staff

• Your Practice

Client Marketing

• Five Steps to a Smart Succession Plan

  By Todd Colbeck

  Calculating the worth of your practice requires placing a value on different types of capital.

Compliance

• Preparing for Backup

  By Alan J. Foxman

  Our legal expert explains the ins and outs of setting up a backup plan to service an advisor's clients if he or she is unable to do so.

• The Wealthy Retiree

The Next Phase

• The Beauty of Dividend-Paying Stocks

  By Don Schreiber, Jr.

  Retired investors revolt against failed investment strategies.