2014 PLANADVISER Lifetime Achievement Awards
Jim McCarthy of Morgan Stanley and Charles Nelson of Great-West Financial
PLANADVISER March/April 2014
Adviser Accountability
Plan sponsors face a number of challenges in plan administration.
Asset-Allocation Models
Questions advisers are asking
Everything You Need To Know About Google Now
First there was Siri, and only Apple product users had access to an intelligent personal assistant.
Executing Firm Growth
The challenging decisions of planning to expand or transition ownership
hot off the presses
New products, highlights, announcements
Investment-Oriented
Articles that appeared in the Investment-Oriented section of the magazine.
cover story
Compliance Consult
chalk talk
servicing strategies
talking points
fiduciary fitness
intro
trendspotting
diversions
Data Points
Making Strides
Where retirement plan advisers add value
Never Been Examined?
An SEC priority for 2014
New 408(b)(2) Amendment
Fee disclosure standards are here!
Right Size
Serving the different needs of mega, midmarket and micro plans
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
The Tax Reform Act of 2014
How it would curtail plan tax incentives
The Value of an Adviser
Our cover story this month—“Making Strides”—should be thought-provoking reading for you, as it reveals the results of the 2014 Adviser Value Survey.
Trendspotting
Articles that appeared in the Trendspotting section of the magazine.
Turns Out, Looks Do Matter
Appearance definitely spells success
Value Proposition
Spotlighting industry data from PLANADVISER's proprietary research