PLANADVISER Magazine

COVER

Best of

Favorite investment managers and recordkeepers

practice management

Reflecting on Your Practice

If life were a big card game, being an adviser would be more a game of poker than blackjack; it’s not enough to beat the dealer; you have...
retirement income

Solving for X

Putting retirement income planning front and center
talking points

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
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