Magazine Articles

The close of the first half of 2016 saw a modest, 4.2% quarter-over-quarter increase for target-date funds (TDFs), bringing assets in the mutual fund products to $810.5 billion....

An adviser eye on Washington

A look at the latest concerns and actions among employees, and what they mean for advisers

Does the new fiduciary rule create a fine line between education and advice?

While advisers’ skills are much needed, can the business be profitable?

The IRS proposes new rules for NQDC plans

Prohibited transactions under the new fiduciary rule

Questions advisers are asking

The value of surveying your clients

Recommendations will be viewed as advice

Questions advisers are asking

How advisers' plan sponsor clients will feel the effect

How to stave off retirement plan lawsuits

Leading practices share how they shape their ideal employee

Investors are taking heed of negative returns

An adviser eye on Washington

A look at the latest concerns and actions among employees, and what they mean for advisers

How to determine which clients are profitable

The new and improved target-date fund  

Multiple approaches: the reach of the defined contribution investment only marketplace