Magazine Articles

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Digging Deeper

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

Five developments that have affected plan advisers most in the past five years
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Up in the Air

The DoL proposes a new fiduciary definition that will bring more retirement plan advisers under the umbrella.
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Personality Test

How your mindset contributes to your affiliation selection
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Behavior Modification

Behavioral finance applies to employers, too. Four decisions they have trouble making, and how you can help.
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Beneath the Surface

If you are thinking about changing affiliations, ask yourself these five questions before you accept a tempting offer
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The Path Ahead

Plan sponsors want more fee disclosure, and regulators will likely require it soon. That is both a threat and an opportunity for advisers. 
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Who

The most successful retirement plan advisers
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Suiting Up

There’s now no denying it; retirement plan advisers are fiduciaries, or will be soon
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Best of

Favorite investment managers and recordkeepers
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Walking a Tightrope

Figuring out how much to charge and knowing whether it’s reasonable
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Service Model

Should wealth management or retirement income be part of your practice?
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Which Way Do I Go?

Wirehouse, independent, or other. Which business model is right for you?