PLANADVISER Magazine

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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...

A look at 2011 and a distant glance beyond. 

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

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

Articles that appeared in the Trendspotting section of the magazine.

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

How much target-date fund disclosure do we need?

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.