Table of Contents

Issue Date: November 4, 2012

Special Report Archive

Tax planning strategies

Whether it's confusion over the estate tax, looming costs associated with Medicare or scenarios related to the so-called fiscal cliff, advisers have a lot to talk to clients about when it comes to tax issues.


Election to decide fiduciary regulation proposed by DOL

By Mark Schoeff Jr.

The fate of a proposed regulation that could have a profound impact on investment advisers is resting on the results of tomorrow's presidential election.

Sandy's stimulative effect could be short-lived

By Jeff Benjamin

In typical Wall Street style, the financial markets are already looking past the devastation created by Hurricane Sandy to any investment opportunities or risks. Although it would be impossible to imagine the markets completely

Staying in touch in stormy seas

By Liz Skinner

Financial advisers in the path of Hurricane Sandy communicated with clients last week from wherever — and in whatever way — they could. Harvey Meldrum, founder of an eponymous advisory firm, stayed in contact with


Make use of your precious right to vote

Voting is a basic right of all Americans. The importance of this right cannot be overstated, yet every election year, we hear and read reports of low voter turnout.

Other Voices

Practice Management

Retirement Watch

Succession Planning

News for Financial Advisers

Technology Update


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.