Publisher’s Note PLANADVISER Spring 2023

A Super System

Reported by

Alison Cooke Mintzer

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Client Service

September 15th, 2023

The Psychology of Financial Planning

Understanding how a client thinks and feels about money guides an adviser’s communication with them.

In Practice

June 20th, 2023

Emotional Needs Outweigh Financial for People Working With FAs

People more often turn to advisers for coaching and piece of mind than for specific financial needs, according to new...

Data & Research

October 21st, 2021

New Benartzi Paper Dissects Narrow Framing Phenomenon

Would you accept a bet in which you win $200 if a coin lands on heads and lose $100 if it lands on tails? What if you could...

Conference Coverage PLANADVISER Spring 2023

DB Summit

Reexamining the potential for defined benefit plans.

Reported by

Alex Ortolani, Remy Samuels

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Data & Research

May 21st, 2025

Proposals Suggest Redirecting DB Plan Surpluses to Boost Benefits, Raise Revenue

Two proposals from the American Benefits Council suggest ways to redirect some $100 billion in surplus funds from pension funds...

Data & Research

December 10th, 2024

Corporate Pension Funds Near Year-End on Strong Note

The major defined benefit consultancies all reported improved funded status in November, as strong markets offset liabilities.

Practice Management

December 5th, 2024

Veteran Plan Advisers Advocate for DB Expertise

Jim Robison and Tommy Ford, both members of the Retirement Advisor Council, explain why defined contribution plan advisers should include...

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