Table of Contents

Issue Date: December 9, 2012


NAPFA all-in on pushing CFP mark

By Mark Schoeff Jr.

Why did NAPFA throw its full weight behind the CFP designation? The answer may not be as simple as you think.

Cheating clients, ethical dilemmas

By Liz Skinner

Moral hazard: What's an adviser to do when a client is cheating on a spouse?

Advisers wrestle with uncertainty over capital gains

By Jason Kephart

End-of-year sell-off to beat the tax man may not be the best plan


Pavia: Industry should create a single standard for investment advice


The back-and-forth touched off by NAPFA's announcement last Tuesday to go all-CFP next year highlights the fact that after decades of discussion and debate, the financial advisory business is still struggling to define itself.

Tax decisions must be weighed carefully

Warren E. Buffett may be a great investor, but, judging by his Nov. 25 Op-Ed in The New York Times, he is a poor student of economic history and human behavior. In his article, he called for a minimum 30% tax rate for taxable income

IRA Alert

Investment Strategies

Practice Management

Retirement Watch

Investment Insights

News for Financial Advisers

The Tax-Conscious Adviser

Technology Update