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.  

Digging Deeper

Target-date fund assumptions—what you don’t know could hurt clients.

Getting Wired

Seven keys for advisers to use social media effectively.

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.  

Survival of the Fittest

Retirement plan custodians and vendors adapt to new market realities by providing more products and services for retirement plan RIAs.

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.