Table of Contents

Issue Date: February 10, 2013

Special Report Archive

Spotlight on Technology

A look at how advisers are utilizing technology to streamline their workload and build their practices. This special report includes preliminary results from the 2013 InvestmentNews Adviser Technology Study.


Wirehouses rethink age-old models

By Jason Kephart

Changes come as Treasuries and other investment-grade fixed-income instruments are yielding near-record lows

Small-plan sponsors hesitate on fee disclosure rule

By Darla Mercado

Some financial advisers have begun to worry about their fiduciary liability as smaller plans decline to adjust for lower fees

Finra's cease-fire on RIA oversight

By Mark Schoeff Jr.

Regulator is indicating that legislation on SRO proposal might not be revived this year


Stocks on a tear — what's an adviser to do?

This is the time for financial advisers to take an active role in helping clients navigate the confusion surrounding the state of the equities market.

Other Voices

Practice Management

News for Financial Advisers



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