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NEWS INDUSTRY NEWS SEP 16, 2012
Fiduciary duty: Between a regulatory rock and a political hard place

NEWS OPINION SEP 16, 2012
Facing the fiscal cliff without a plan

The 2012 presidential and congressional elections are just seven weeks away, and neither presidential candidate has offered a realistic proposal to reduce the rate of growth of the country's debt.

RETIREMENT RETIREMENT PLANNING SEP 16, 2012
Deadline for Roth conversions is near

NEWS OPINION SEP 10, 2012
Taxing task: Preparing for the unknown

As summer winds down and the presidential election looms, financial advisers' thoughts must turn to 2013 tax investment planning for their clients.

NEWS OPINION SEP 09, 2012
SEC's task for advisers: Tending to the hedges

The SEC has called on advisers to become more familiar with hedge funds and learn how to keep on top of that constantly changing universe.

RETIREMENT RETIREMENT PLANNING SEP 09, 2012
Retiring south of the border

INVESTING FIXED INCOME SEP 09, 2012
Maneuvering through the muni-market minefield

YOUR PRACTICE PRACTICE MANAGEMENT SEP 09, 2012
10 issues every plan should address

NEWS OPINION SEP 02, 2012
When duty clashes with public policy

RETIREMENT RETIREMENT PLANNING SEP 02, 2012
Advisers blow Social Security benefits quiz