Table of Contents

Issue Date: February 24, 2013


Alzheimer's epidemic puts advisers — and their practices — at risk

By Mary Beth Franklin

The number of Alzheimer's sufferers in the U.S. is expected to triple by 2050. Mary Beth Franklin warns that the coming epidemic puts advisers -- and their practices -- at serious risk.

Advisers want Washington to let the budget ax fall

By Mark Schoeff Jr.

Cuts might deal the nascent economic recovery a short-term setback, but investment advisers say the medicine is necessary to start curing the nation's long-term fiscal ills

Schwab's class action win a blueprint for other firms

By Dan Jamieson

More brokerage firms are expected to demand that customers give up their right to file class actions against them


No reason to keep signing bonuses secret

Finra is right to push a rule proposal that would force brokers to tell clients about big signing bonuses they receive when moving to a new firm.

Letters to the Editor

Practice Management

News for Financial Advisers

The Tax-Conscious Adviser

Technology Update



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