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| Editor’s Letter: The Plan Design Spectrum | |
| Why does a client’s retirement plan look the way it does? What role have you played in its design? For many advisers, the answer comes down to how progressive or conservative the client’s company and investment committee are. Read more > | |
| Being a Fee-Only Fiduciary | |
| A fee is a “level fee” if it is a “fee or compensation that is provided on the basis of a fixed percentage of the value of the assets or a set fee that does not vary with the particular investment recommended, rather than a commission or other transaction-based fee.” Notably, the level fee can be the “only fee” received by the adviser, the firm and any affiliates “in connection with” advice or management services provided to the plan or IRA. Read more > | |
| National Planning Bolsters Adviser Tech Support | |
| The independent broker/dealer network is making a team of technology experts available to help advisers utilize new client service and practice management technology platforms. Read more > | |
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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