Nov-Dec 2008

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

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

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 content, and user experience.

What’s in a Name?

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

Wrapping Them Up

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