How advisers are making a difference
Advisers to shift from traditional investment vehicles
Plaintiffs add charges to Boeing 401(k) excess fee suit
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.
Mark Medlin, Mike Hudson (Raleigh, NC)
Striving to improve your close ratio
Financial advisers concerned about market conditions
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.
Barbara Delaney, Cathy O’Halloran, Martha Kelly, Kylee Hall (Pearl River, NY)
Baystate Fiduciary Advisors, Inc., a Member Firm of NRP (Milford, MA)
John Prichard Sr. and Blake Thibault (San Francisco, CA)
The DoL sets its sights on disclosures from service providers
new products, highlights, announcements
Telamon Insurance&Financial Network (Newton, MA)
JMB Wealth Management/National Planning Corporation (Torrance, CA)
Investment Research&Advisory Group, Inc. (Atlanta, GA)
We strive to be the best resource for your business
Kendall Storch, Phil LeBlanc, David Boucher, Andrew Hershenow, Adam Miloro (Boston, MA)
Nobody has figured out yet how best to benchmark managed accounts. How can you help clients in the meantime?
Details about other PLANADVISER happenings
Court rules Smith Barney fund fees not too expensive
A review of a recent product development
Micro plans offer good plan designs, but have room for improvement
EBSA releases proposed revisions to provider fee disclosures
Should retirement income be part of your practice?
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Retirement Plan Adviser of the Year Finalists
Brett Howell, Craig Sharp (Grand Rapids, MI)
Noble Retirement Group, a Member Firm of NRP (Sugar Land, TX)
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).
Brokers aren’t boosting returns, study says