Panc 2008

Added Value

Leveraging your relationships with providers and wholesalers to increase your value proposition

Call of Duty

Returning client calls most important loyalty signal

Getting Your Fare Share

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

Giving Advice

EBSA clarifies PPA fiduciary adviser regulations

Many Unaware of Pending Retirement Risk

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).

Measuring the Unmeasurable

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

Nuts and Bolts

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

QDIA Essentials

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

Road Test

A view of a recent product development

Service Model

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

Talking Points

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

The Big Picture

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

Three Days in September

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

Which Way Do I Go?

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