September-October 2011

A Favorite Blend

Advisers share their preferences for helping clients put together a plan menu on a recordkeeper’s platform.

Decision “Points”

I have watched with increasing interest the growing furor over the Department of Labor’s (DoL’s) proposed new fiduciary definition.  

Playing with Emotions

The dog days of summer are keeping everyone in the financial services industry on their toes—and the markets are playing with our emotions.