Magazine Articles
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A New Dawn
A couple of weeks ago, I attended a retirement readiness summit in Washington, D.C., sponsored by Transamerica.
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
research
Sweet Spot: 2013 PLANADVISER Micro Plan Survey
The number of micro defined contribution (DC) plans, participants in micro plans and total assets under advisement continued to grow steadily in 2011, according to the 2013 PLANADVISER...
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The Mobile Office
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...
learner's permit
What You Need to Know About … PowerPoint Presentations
Few things are worse in a business meeting than a boring PowerPoint presentation (except maybe stale bagels).
diversions
Tablet Insomnia
Just two hours’ exposure to a device with a self-luminous backlit display—a Kindle, iPad or other tablet computer—can cause a suppression in melatonin, which in turn could lead...
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
noteworthy
The Moment of Truth
The 408(b)(2) fee disclosure rule is a tremendous opportunity for advisers