Decisions, Decisions

How did you decide whether to affiliate with a wirehouse, or independent or regional broker/dealer?
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Doing Your Homework

Communicating your connection between process and functional delivery
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Personality Test

How your mindset contributes to your affiliation selection

Picking a Winner

Advisers share their favorite investment managers and recordkeepers
regulatory radar

Taking Aim

New ERISA 408(b)(2) rules take a new look at adviser fees, but how that examination will affect you depends on what kind of adviser you are
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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
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What You Need To Know About YouTube

When most people think of YouTube, they envision comedic homemade videos, sports clips, or excerpts from television shows, but the popular Web site,, also can be a...
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