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