PLANADVISER July/august 2014

Honing Your Craft

Across industries, companies often hold focus groups so they can learn the myriad thoughts of their customers and, with this information in hand, improve their products or services.

Stacking Up

The right recordkeeper for you and your clients

Staying True to “The Three F’s”

When I speak with advisers and others in the industry about the value retirement plan advisers bring to their clients, in the last few years the conversation has occasionally turned to the role that “the three F’s”—funds, fees and fiduciary—play in a retirement plan adviser’s practice.

Talking Points

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


Articles from the trendspotting section of the magazine