High tech is
driving advisers’ businesses like never before
Is going independent all it’s cracked up to be?
law & order
law & order
How well do you know your broker/dealer?
What exactly does a plan adviser do?
The aftermath of 408(b)(2)
hot off the presses
New products, highlights, announcements
There has been a lot of talk about Apple in the news lately—what its stock price is doing, what new gadgets it will or will not come out...
The best places to direct money this year
Few things are worse in a business meeting than a boring PowerPoint presentation (except maybe stale bagels).
The 2012 presidential election’s significant impact on advisers
The number of micro defined contribution (DC) plans, participants in micro plans and total assets under advisement continued to grow steadily in 2011, according to the 2013 PLANADVISER...
Just two hours’ exposure to a device with a self-luminous backlit display—a Kindle, iPad or other tablet computer—can cause a suppression in melatonin, which in turn could lead...
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
The 408(b)(2) fee disclosure rule is a tremendous opportunity for advisers
Articles that appeared in the Trendspotting section of the magazine.