PLANADVISER Magazine

profile

Ed O’Connor

Head of Retirement Consulting Services UBS Financial Services
fiduciary fitness

Outward “Bound”

Reviewing the rules about 401(k) hardship distributions
trendspotting

Pick Me!

Advisers crucial to QDIA selection
trendspotting

Request Granted

Boeing 401(k) fee case sanctioned as class action
road test

Road Test

A view of a recent product development
dean's list

Staying on Course

One of my favorite quotations is George Santayana's, "Those who cannot remember the past are doomed to repeat it."
talking points

Talking Points

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

Top Web Sites for Advisers

Asset management consultant kasina identified the 10 strongest Web sites within the intermediary channel based on criteria that fall into three distinct categories: availability of content, quality of...
trendspotting

Trendspotting

Articles that appeared in the Trendspotting section of the magazine
intro

What’s in a Name?

"Fiduciary" is a word that is widely used but frequently misunderstood in the world of retirement plans.
investment-oriented

Wrapping Them Up

Exchange-traded funds are working their way into retirement plans, in a variety of interesting ways
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