PLANADVISER November/december 2013

In Perfect Alignment

Best practices for working with recordkeepers and investment managers

iPhone or iPad?

A study of iOS users shows how iPad and iPhone adoption breaks down among specific groups.

What You Need to Know About … Instagram

Retirement plan advisers looking to expand their firm’s visibility and connect with clients may find the photo-sharing application (app) Instagram useful. 

Talking Points

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


Articles that appeared in the Trendspotting section of the magazine.

Where Do You Stand?

2013 PLANADVISER Practice Benchmarking Survey: Evaluating your peer group to benchmark your practice

Why Health Care?

The benefits to your practice of understanding—and selling—health care