Adviser Technology Fueling Client Satisfaction
High tech is
driving advisers’ businesses like never before
PLANADVISER January/february 2013
Breakaway Brokers
Is going
independent all it’s cracked up to be?
Buyer Beware
How well do you
know your broker/dealer?
Role Play
What exactly does a plan adviser do?
Fee Information Has Been Delivered—Now What?
The aftermath of
408(b)(2)
Hot off the Presses
New products,
highlights, announcements
The Mobile Office
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 with next.
Investment Outlook 2013
The best places to direct money this year
What You Need to Know About … PowerPoint Presentations
Few things are
worse in a business meeting than a boring PowerPoint presentation (except maybe
stale bagels).
Post-Election
The 2012
presidential election’s significant impact on advisers
Sweet Spot: 2013 PLANADVISER Micro Plan Survey
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 Micro Plan Survey*.
Tablet Insomnia
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 to trouble falling asleep, according to a study from the Lighting Research Center at Rensselaer Polytechnic Institute. Melatonin, a hormone secreted by the pineal gland in the brain, helps regulate sleep cycles.
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
The Moment of Truth
The 408(b)(2) fee disclosure rule is a tremendous
opportunity for advisers
Trendspotting
Articles that
appeared in the Trendspotting section of the magazine.