Magazine Articles

A couple of weeks ago, I attended a retirement readiness summit in Washington, D.C., sponsored by Transamerica.

There has been a lot of talk about Apple in the news lately—what its stock price is doing, what new gadgets it will or will not come out...

You often hear the phrase “it takes a village to raise a child

About six months after my first daughter was born, I quite literally bumped into a mother with two preschoolers in tow in our parking garage.

As a kid, I thought that summer—synonymous with vacation—meant I didn’t have to keep up with things happening outside my small universe.

"Each year we find new names and faces within this process, advisers who we enjoy getting to know, whether through speaking at or attending our conferences, through email...

Many may think we have had enough change and challenges over the past few years—especially as national and global economies still slump and the market volatility continues—but it...

In this issue, I am once again pleased to honor a leading pack of retirement plan advisers.  

The end of a year is always a good time for reflection, for casting an eye back over the roads we have traveled, as we head into a...

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

“They grow up so fast,” or “It’s amazing how time flies.” As the parent of a one-year-old, I find myself uttering those adages frequently.  

Although we are not in the business of selling clothes, I think Sy Syms was right with his slogan: “an educated consumer is our best customer.”

Reflections on the PLANSPONSOR/PLANADVISER Awards for Excellence dinner  

The proposed fiduciary definition changes sound somewhat revolutionary, which might be why everyone seems to think the industry has a little while before we have to deal with...

It’s the time of year when many are “making a list and checking it twice”—and, true to form, we are doing the same here at PLANADVISER.

How did you decide whether to affiliate with a wirehouse, or independent or regional broker/dealer?

July and August traditionally have been slow months for news, but the last month or two have been anything but.

For many retirement plan advisers, summer is the best time to catch up on the things that you may not have had the chance to get to earlier...

Every year since 2004, I, along with an expert panel of judges, have undertaken a quest to quantify what makes a great adviser in the process of awarding...

Congratulations to Chad Larsen and Stephen Wilt and the STAR Group, our retirement plan adviser and adviser team of the year!