PLANADVISER Magazine

How two adviser practices handle ongoing training

An adviser eye on Washington

Automated services are user-friendly, responsive and transparent about fees

Investors want guidance on what percent to save

Law firm Schlichter, Bogard & Denton takes on MIT, NYU and Yale

… despite the fact they worry about depleting their nest egg

They help advisers and sponsors focus on prudent investor rule

Today’s pre-retirees face pressing needs, including for health care

For active managers, the push toward index-linked investing is troubling

People are planning to live modestly in retirement

Advisers assess investment managers and recordkeepers

Practices have several ways to successfully recruit this talent

Advisers can touch on all financial aspects of participants’ lives

Retirement industry providers are preparing careful responses to the fiduciary rule

A look at changes over the past decade

... yet its proposed rules backtrack on vesting threat

A look back at the decade's milestones

Helping older participants prepare for drawing down income in retirement