PRACTICE MANAGEMENT

Art by Claire Merchlinsky

The Retirement Purse

Should a participant's TDF still seek returns after he crosses the finish line?

Passing the Torch

How to start thinking about a succession plan for your practice.

The Right Pick

Improving your business by partnering with a TPA

Spreading the Word

Formal marketing can bring new business or build a brand

The Right Measure

The various types of fees advisers charge plan sponsors

Executing Firm Growth

The challenging decisions of planning to expand or transition ownership

In Perfect Alignment

Best practices for working with recordkeepers and investment managers

Consistent Brand

By using CRM to its fullest potential, advisers can improve the customer experience 

Growing Pains

As an adviser’s business grows, a key concern is whether to grow organically or through deals or partnerships