Jul-aug 2008

A Calculated Risk

Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them

Correction Appended

The IRS offers ways for deferred compensation plans to correct mistakes voluntarily

Dog Days

Summer is the perfect time to get caught up

ETF Uptake

Financial advisers see ETFs as the most innovative investment vehicle in the last two decades

Fee Country

A study by research firm Strategic­ Insight says that advice in the mutual fund business increasingly is provided through fee-based accounts.

Gray Area

The number of financial advisers in the U.S. declined from 256,569 in 2005 to 245,831 last year, according to The Cerulli Edge Advisor Edition.

Growing Pains

Advisers grow business despite market conditions

Help Wanted

What the PPA's fiduciary adviser rule means for advisers

Orlando Beckons

Have you made your plans to join us for the PLANADVISER National Conference?

Road Test

A view of a recent product development

Talent Search

Firms increase recruiting efforts for advisers

Talking Points

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

The Rest of the Story

A couple of months back, AARP published a report on how economic worries are affecting Americans

Tidal Pulls

The real cost of delivering retirement savings plans


Articles that appeared in the Trendspotting section of the magazine