Cover Story
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UBS And The Small Business Owner Challenge
UBS financial advisors take on 10 emerging entrepreneurs.
Features
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The Best Game In Town?
The U.S. commercial real estate industry is on the mend.
Peak Performance
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Finding The Cracks In Your Clients' Portfolios
How the big bank stress test strategy could bolster your clients' portfolios against market volatility.
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The Global Government Bonds Advantage
Receiving some of our investment income in the currencies of those more rapidly growing economies may help us preserve our purchasing power.
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SRI Strategies Move From Niche To Mainstream
Six reasons why financial advisors can't afford to get left behind.
Street Scene
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Hoping For A Shopping Spree
Winners will includenot only cyclical sectors that do well early in a market cyclebut also defensive plays.
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The Unfaithful Client
Almost 30% of households with more than $5 million to invest are using four or more advisors.
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A Foreign Investor Fights To Go To FINRA Arbitration
Was a complex product sold to a wealthy family that was only suitable for an institutional client?
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Five Questions With Patrick Kennedy
The co-founder of priceMetrix discusses his firm's study of sympathy pricing and what it means for advisors.
Street Talk
Your Practice
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Your Clients Are Your Best Calling Card
You may be overlooking one of the best PR strategies an advisor could employ.
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The Uncooperative Client
Our legal expert discusses what happens when clients don't follow orders.
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When "I Do" Becomes "I'm Done"
Finding the happy medium when it comes to splitting assets in a divorce requires the skills of the savviest of advisors.
The Wealthy Retiree
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Five Joint Ownership Mistakes
Problems arise when a parent adds a child's name to an asset or aids elderly loved one who needs assistance.
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