PLANADVISER Magazine

COVER

Attila Toth

Portfolio Evaluations (Warren, New Jersey)

sales champ

L. Rita Fiumara

UBS Financial Services, Inc. (Chicago, Illinois)
sales champ

Lockton Dallas

David W. Altimont, Lucas M. Barton, Courtney Stroope, Erika Chavez, Kim Pacheco (Dallas, Texas)
servicing strategies

Lost in Translation

Plan sponsors are looking for advisers who know how to reach out to the ever-growing Hispanic-American population.
sales champ

Precept RPS

Linda Bright, Doug Igel (Irvine, California)
dean's list

Projection Screen?

More than the subtleties of the law, the nuances of crafting a cogent legal brief, and the humiliations that often accompany the public exercise of the Socratic method,...
sales champ

Rick Wedge

Northgate Benefits, an NRP member firm (Novato, California)
cover story

Suiting Up

There’s now no denying it; retirement plan advisers are fiduciaries, or will be soon
practice management

Taking the Bull by the Horns

Following its Merrill Lynch acquisition, Bank of America aims to make a serious play in the retirement market
talking points

Talking Points

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

The Prince Group

Douglas Prince, Brea Dantin, Deana Harmon, Jillian Grimm, Joe Copeland, Ben Donathen, Sue Platt (Indianapolis, Indiana)
sales champ

Timothy Black

Mosse & Mosse Associates (Marlborough, Massachusetts)
trendspotting

Trendspotting

Articles that appeared in the Trendspotting section of the magazine.
learner's permit

What You Need to Know about Webcasts

As retirement plan advisers learn how to lasso new media as part of their practices, one of the most established methods to consider is using Webcasts.
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