Table of Contents

Issue Date: February 17, 2013

Special Report Archive

Top-performing SMAs for the 4th Quarter

A look at the rankings for separately managed accounts for U.S. equities, fixed income and municipal bonds — as well as the big non-U.S. winners.


Pru fee hike another nail in VA coffin

By Darla Mercado

Advisers now questioning value proposition for products

Schwab expanding one franchise at a time

By Dan Jamieson

About two years ago, Brian Carpenter, 44, then an adviser with RBC Wealth Management in Eau Claire, Wis., decided it was time to go out and start his own practice in a new — and preferably warmer — locale.“It was a personal

Three things that worry Vanguard's Jack Brennan

By Jason Kephart

Vanguard's chairman emeritus especially concerned about growing ETF universe


Government shouldn't settle suit with S&P

Only in a courtroom will S&P's actions in rating mortgage-backed securities in the lead-up to the 2008 financial crisis be fully disclosed.

Just Thinking

IRA Alert

Investment Strategies

Practice Management

Retirement Watch

News for Financial Advisers