Date Title
2008-08
Trendspotting

Articles that appeared in the Trendspotting section of the magazine

2008-08
Growing Pains

Advisers grow business despite market conditions

2008-08
Not Matching Up

Most 401(k) participants make savings mistakes

2008-08
Even You Might Not Be Saving Enough

It is the classic situation of the doctor who does not have time to exercise or the hairdresser with unkempt hair.

2008-08
Overshooting the Target

Target-date funds might overallocate equities

2008-08
Fee Country

A study by research firm Strategic­ Insight says that advice in the mutual fund business­ increasingly is provided through fee-based accounts.

2008-08
ETF Uptake

Financial advisers see ETFs as the most innovative investment vehicle in the last two decades

2008-08
Gray Area

The number of financial advisers in the U.S. declined from 256,569 in 2005 to 245,831 last year, according to The Cerulli Edge—Advisor Edition.

2008-08
Talent Search

Firms increase recruiting efforts for advisers

2008-08
Exit Signs

What advisers should do during a wave of recordkeeping consolidation

2008-08
More Than Meets The Eye

A partnership with a TPA offers much more than a plan administrator

2008-08
As Good as Annuity

Annuities are crucial to the retirement income discussion

2008-08
A Calculated Risk

Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them

2008-08
Help Wanted

What the PPA’s fiduciary adviser rule means for advisers

2008-08
Correction Appended

The IRS offers ways for deferred compensation plans to correct mistakes voluntarily

2008-08
The Eternal Question

When it comes to fees, what is reasonable?

2008-08
Tidal Pulls

The real cost of delivering retirement savings plans

2008-08
Reading between the Lines

The DoL offers QDIA clarification

2008-08
The Rest of the Story

A couple of months back, AARP published a report on how economic worries are affecting Americans

2008-08
Hot Off the Presses

New products, highlights, announcements

2008-08
Road Test

A view of a recent product development