practice management In Perfect Alignment Best practices for working with recordkeepers and investment managers
diversions iPhone or iPad? A study of iOS users shows how iPad and iPhone adoption breaks down among specific groups.
learner's permit 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 Talking Points Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
cover story Where Do You Stand? 2013 PLANADVISER Practice Benchmarking Survey: Evaluating your peer group to benchmark your practice