Table of Contents

Issue Date: February 1, 2015


Smart beta booming despite a name everyone hates

By Jeff Benjamin

Despite a name everyone hates, 2015 could be the year smart beta converts naysayers, as investors face many market head winds that make returns ever harder to come by.

Read the fine print before plunging into smart beta

By Trevor Hunnicutt

They may look good at first, but some hot new indexes could turn out to be rotten apples


Responding to regulators' focus on fees

Advisers need to ensure they aren't taking advantage of their clients, either intentionally or unintentionally, and must explain and justify their fees.

Clients may need hand-holding this tax season

The IRS should re-examine its budgetary priorities and direct more of its shrinking resources to taxpayer guidance and assistance

IRA Alert

Investment Insights

News for Financial Advisers