In Practice

What do clients really think about advisers’ services?

Although there will always be a market for the wirehouse adviser, particularly due to brand recognition, the changing retirement landscape calls for some tweaking of the wirehouse model,...

Why be independent? And, when going independent, what business model is right for you?

The conversation about retirement income should not be an at-retirement discussion.

It is generally thought that competitive pressures bring out the best in us, that we come with our best “game″ when we know that that is what it...

A panel of experts at PLANADVISER’s National Conference in Orlando, Florida, offered insights on how to win a finals presentation.

409A has shaken up the deferred compensation business, and the changing landscape offers many opportunities for advisers.

Due diligence requires that fiduciaries monitor the performance and suitability of their plan providers on a regular basis.

Plan sponsors and participants may not appreciate what specific adviser designations mean, but designations can still be useful for a retirement plan adviser’s business.

Knowing the audience and customizing presentations for specific participant groups are the keys to having an effective participant meeting, according to a panel of industry professionals at PLANADVISER’s...

Women’s confidence in their ability to retire with a comfortable lifestyle has remained low and has not changed since 2004, with only 23% claiming to be very confident...

“It would be a real shame if, instead of physical limitations, we ended up with financial limitations in our old age,″ commented Matthew Greenwald of Mathew Greenwald &...

As the 401(k) plan becomes 'the new retirement superpower,' attention has turned to the weakness of the plans and is leading to 401(k) version 2.0, a research report...

Boomers, though arguably the most prosperous generation in American history, face mounting demands on their financial resources from both their adult children and their aging parents.

A new Vanguard analysis based on its 2006 defined contribution recordkeeping data finds concerns about participants’ plan participation, savings, and investing behaviors.

The majority of American retirees (73%) say they will hang on to their homes rather than sell or downsize, according to the latest Principal Financial Well-Being Index.

Nearly one-quarter (23.2%) of people between the ages of 65 and 74 were in the labor force in 2006, the highest number in three years and an indication...

Low-income workers are expected to see the greatest increase in their 401(k) accounts as a result of the automatic increases allowed by the Pension Protection Act of 2006,...

Los Alamos, New Mexico, earned the top spot for the second year in a row on A.G. Edwards’ third annual Nest Egg Index, which ranks America's 500 top-performing...

A new paper from Russell takes issue with the traditional two strategies recommended by financial advisers to hedge against longevity risk: buying guaranteed annuities and/or reducing spending should...