PLANADVISER Magazine

COVER

What a Year!

With so many bigger issues facing the country, much has happened that almost seems unnoticed.

Trends

Tracking Part-Timers’ Hours

How they count hours, implement cash-outs and find missing participants are some of the processes plan sponsors need to review...
Trends

On the Move

Transactions, promotions and new hires in the financial advisory industry.
Cover Story

Value Judgment

How to best assess an advisory firm’s worth for a merger or an acquisition.
Investment-Oriented

Sequence of Return Risk

There’s more participants should understand than just cutting back on equities.
Winners’ Circle

Retirement-Plus

For these versatile past Advisers of the Year, the plan is just the beginning.
Practice Management

Client Onboarding

How advisers can be sure to deliver all that new partners expect.
Art by Tim Bower
Compliance Consult

Are You a QPAM?

The nuances of a qualified professional asset manager’s role.
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