Jan-feb 2008

“Beta” Test

After months of research, informal talks with vendors, and not a few inquiries to a few “trusted advisers,″ just before Christmas, we finally made our decision: We bought a Blu-Ray DVD.

Close Call

Striving to improve your close ratio

Crystal Ball

Financial advisers concerned about market conditions

Few Wealthy Clients Loyal to Their Advisers

Less than 12% of affluent investors responding are loyal to their advisers, according to a survey from Janus Labs, in partnership with private wealth industry expert Russ Alan Prince.

Gregg Andonian

Baystate Fiduciary Advisors, Inc., a Member Firm of NRP (Milford, MA)

John Barry

JMB Wealth Management/National Planning Corporation (Torrance, CA)

John Leeson

Investment Research&Advisory Group, Inc. (Atlanta, GA)

Measuring the Unmeasurable

Nobody has figured out yet how best to benchmark managed accounts. How can you help clients in the meantime?

Note Worthy

Details about other PLANADVISER happenings

Road Test

A review of a recent product development

Room To Grow

Micro plans offer good plan designs, but have room for improvement

Second Cite

EBSA releases proposed revisions to provider fee disclosures

Service Model

Should retirement income be part of your practice?

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

Tom Noble

Noble Retirement Group, a Member Firm of NRP (Sugar Land, TX)

Two-Thirds of DC Plans Use Management Consultant

Sixty-nine percent of defined contribution (DC) plan sponsors use an investment management consultant, according to a survey from the Brookfield, Wisconsin-based International Foundation of Employee Benefit Plans (IFEBP).

Wrong Way

Brokers aren’t boosting returns, study says