practice management
Leveraging your relationships with providers and wholesalers to increase your value proposition
research
Capturing the profile of the "typical" retirement plan adviser
beyond (k)
Making your practice about more than 401(k)s
trendspotting
Returning client calls most important loyalty signal
sales champ
Best practices in winning a finals presentation
trendspotting
Fees now top reason to switch providers
regulatory radar
Are you a fiduciary? Do you tell your client how to stay out of trouble on the fiduciary front?
practice management
Scrutiny of fees has never been more intense. What is reasonable? Ensuring your revenue stream fits your business
trendspotting
EBSA clarifies PPA fiduciary adviser regulations
regulatory radar
What do the Department of Labor fee initiatives mean for advisers?
hot off the presses
new products, highlights, announcements
cover story
cover story
trendspotting
More than four out of 10 households statistically at risk for not having a large enough retirement nest egg and who will be in serious trouble when health-care costs are factored in are oblivious to their pending problem, according to the latest analysis of the National Retirement Risk Index (NRRI).
investment-oriented
Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.
servicing strategies
Fine-tuning your practice so clients are happy before day one
sales champ
What do clients really think about advisers' services?
investment-oriented
Choosing among target-date funds, balanced funds, and managed accounts
road test
A view of a recent product development
trendspotting
GAO finds fiduciary roles fuzzy
cover story
Should wealth management or retirement income be part of your practice?
practice management
What are ERISA accounts and how do you use them?
talking points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
sales champ
Measuring client satisfaction is vital to keeping the relationship with a plan sponsor intact
regulatory radar
What's been happening on the judicial front: fee litigation and LaRue
intro
I expected the 2008 PLANADVISER National Conference to be memorable but I never imagined some of the reasons why.
trendspotting
Articles that appeared in the Trendspotting section of the magazine
cover story
Wirehouse, independent, or other. Which business model is right for you?