Practice Management

Advisers and providers talk about working together to increase your value proposition.

Reaping the rewards of their success in meeting plan sponsors’ expectations about installation and ongoing service support, insurance companies have captured a larger share of the small to...

Were you there? What did you miss?

According to representatives from LPL, National Retirement Partners, and Raymond James, retirement plan advisers working in the independent channel will have many opportunities to broaden their businesses in...

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.

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...

“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 &...

The fifth of seven ineffective habits of retirement plan advisers

The greater the percentage of assets an investor has invested, the more likely he is to adopt the new solution-oriented products and services emerging from investment product providers...

When communicating with retiring employees to review their retirement benefits, half of plan sponsors surveyed use a one-on-one meeting with a financial professional.

Sixty-one percent of financial advisers responding to Schwab Institutional's most recent Independent Advisor Outlook Study said having sufficient retirement savings to maintain their desired lifestyle is a constant...

An increasing menu of product choices and the growth in number of independent registered investment advisers (RIAs) are driving product providers to be more consultative, according to the...

A new report calls for asset managers to create initiatives that are more effectively tied to a firm’s brand and market position as understood by the adviser, providing...