“Miss” Perceptions?
Five things about the Retirement Plan Adviser of the Year
Award
September-october 2010
Bees to Honey
Attracting the right clients is key to business success
Clearing It Up
Custodians and clearing firms: It’s a whole new ball game for the retirement
plan RIA
Conflict of Interest?
ERISA fiduciary rules and target-date funds
Decisions, Decisions
How did you decide whether to affiliate with a wirehouse, or
independent or regional broker/dealer?
Doing Your Homework
Communicating your connection between process and functional
delivery
hot off the presses
new products, highlights, announcements
Personality Test
How your mindset contributes to your affiliation selection
Picking a Winner
Advisers share their favorite investment managers and
recordkeepers
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
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Trendspotting
Articles that appeared in the Trendspotting section of the magazine
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, www.youtube.com, also can be a business tool that 401(k)
advisers can use for prospecting, researching, and even networking purposes.