PLANADVISER Magazine

Best practices in winning a finals presentation

Fees now top reason to switch providers

Are you a fiduciary? Do you tell your client how to stay out of trouble on the fiduciary front?

Scrutiny of fees has never been more intense. What is reasonable? Ensuring your revenue stream fits your business

EBSA clarifies PPA fiduciary adviser regulations

What do the Department of Labor fee initiatives mean for advisers?

new products, highlights, announcements

cover story

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...

Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.

Fine-tuning your practice so clients are happy before day one

What do clients really think about advisers' services?

Choosing among target-date funds, balanced funds, and managed accounts

A view of a recent product development

GAO finds fiduciary roles fuzzy

Should wealth management or retirement income be part of your practice?

What are ERISA accounts and how do you use them?

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

Measuring client satisfaction is vital to keeping the relationship with a plan sponsor intact

What's been happening on the judicial front: fee litigation and LaRue

I expected the 2008 PLANADVISER National Conference to be memorable but I never imagined some of the reasons why.

Articles that appeared in the Trendspotting section of the magazine

Wirehouse, independent, or other. Which business model is right for you?