Magazine Articles

regulatory radar

A Heavy Load

Washington may be ushering in a new era in retirement plans, taking up a host of issues.
fiduciary fitness

Brace for Impact

How the changing definition of fiduciary might change your practice.
diversions

Diversions

Everyone's allowed a diversion once in a while.
intro

Intro

The proposed fiduciary definition changes sound somewhat revolutionary, which might be why everyone seems to think the industry has a little while before we have to deal with...
talking points

Talking points

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

The Right Lure

A properly designed RFP can help you do more than just pick a provider.
trendspotting

Trendspotting

Articles that appeared in the Trendspotting section of the magazine.
cover story

Up in the Air

The DoL proposes a new fiduciary definition that will bring more retirement plan advisers under the umbrella.
learner's permit

What You Need To Know about…Twitter

For financial advisers who pride themselves on professionalism, it may seem awkward to proclaim, “I tweet!” However, do not dismiss Twitter as child’s play.
micro scope

Small but Mighty

Micro plans start to catch up to their larger brethren
talking points

talking points

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

trendspotting

Articles that appeared in the Trendspotting section of the magazine
intro

Making a List

It’s the time of year when many are “making a list and checking it twice”—and, true to form, we are doing the same here at PLANADVISER.
fiduciary fitness

Re-Defining Moment

DoL proposes broadening the definition of fiduciary
dean's list

“Sure” Things

In a very real sense, this has been a “rebuilding” year for many plan sponsors and participants: a time spent rebuilding account balances, resurrecting and/or reviving employer match...