Table of Contents

Issue Date: December 16, 2012

Special Report Archive

The Power 20

The movers and shakers who will shape the financial advisory industry in 2013.


Kelly: Hot new investment vehicle raises opportunities — and questions

By Bruce Kelly

Sponsors are cautioning reps who sell interval funds to do their homework first.

Cheap stocking stuffers for business users of the iPad

By Davis Janowski

So you bought yourself an iPad or are planning to this holiday season. Financial advisers who plan to use their iPads for work while traveling probably will want two things sooner rather than later: a physical keyboard and an office

Target dates take aim

By Darla Mercado

Direct real estate investment in target date funds is looking more attractive as a way to mitigate the effects of market volatility on defined-contribution plans, but advisers warn that there is a right and a wrong way to use these tools.

Investment Strategies

Practice Management

News for Financial Advisers

The Tax-Conscious Adviser

Technology Update



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