January-february 2011

A Heavy Load

Washington may be ushering in a new era in retirement plans, taking up a host of issues.

Brace for Impact

How the changing definition of fiduciary might change your practice.


Everyone's allowed a diversion once in a while.


The proposed fiduciary definition changes sound somewhat revolutionary, which might be why everyone seems to think the industry has a little while before we have to deal with it.

Talking points

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

The Right Lure

A properly designed RFP can help you do more than just pick a provider.


Articles that appeared in the Trendspotting section of the magazine.

Up in the Air

The DoL proposes a new fiduciary definition that will bring more retirement plan advisers under the umbrella.

What You Need To Know about…Twitter

For financial advisers who pride themselves on professionalism, it may seem awkward to proclaim, “I tweet!” However, do not dismiss Twitter as child’s play.