Magazine Articles

Chief Equity Strategist and Head of the U.S. Large Cap Series equity team at BlackRock

Ranking Democrat, Committee on Education and the Workforce

President, Fund Research, Morningstar, Inc.

Partner at Drinker Biddle & Reath LLP

Five PLANADVISER legends of the past five years

Themes that have shaped, and will shape, our industry.

“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.  

Five complexities advisers should weigh about collective trusts

What advisers might have wrong about ETFs

A moment of reflection on retirement plan adviser jargon

What plan-related details are required by the final disclosure regulation?

Helping evaluate a plan’s investment lineup not as simple as it seems

Practice management misperceptions that can derail your business

Employers are reviewing their nonqualified plans. Here’s how you can help.

Plan benchmarking now means more than participation rate

Five things that confuse employers about QDIAs

Help employers sort through these five complexities of retirement-income products

Key points in discussing rollovers with plan sponsor clients

Provider search tools can streamline the RFP process

Despite the longevity of stable value funds, misperceptions remain