Magazine Articles

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...

The best places to direct money this year  

Few things are worse in a business meeting than a boring PowerPoint presentation (except maybe stale bagels). 

The 2012 presidential election’s significant impact on advisers

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...

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

The 408(b)(2) fee disclosure rule is a tremendous opportunity for advisers 

Articles that appeared in the Trendspotting section of the magazine.

Connecticut named worst state to retire

Articles that appeared in the Trendspotting section of the magazine.

2012 PLANADVISER Adviser Experience Survey

Retirement income products attempt to give investors a retirement salary

New products, highlights, announcements

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

20/20 tax proposal could severely impact 401(k)s 

The mobile age is here to stay, and people are using smartphones and tablets more than ever to search the Web, download applications, read emails and research financial...

The PLANADVISER Top 100 Advisers is a listing of the advisers and adviser teams competing for the annual PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year...

By using CRM to its fullest potential, advisers can improve the customer experience 

A plan sponsor’s administrative committee needs to abide by written bylaws, according to a white paper from RidgeWorth Investments of Atlanta, titled “The Best Practices of Retirement Plan...

Six essential responsibilities of a plan administrative committee