| Sponsored message from RISKALYZE |
| Using Risk to Manage Client Expectations |
| One of the biggest challenges that advisers face when working with their clients is properly setting and managing expectations for portfolio returns. Learn how to gain ROI by talking about risk instead of returns, leading to greater practice efficiency, increased productivity and higher levels of client trust.
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| 2016 Retirement Plan Adviser of the Year Nominations Due FRIDAY |
| We have extended the nomination deadline from Tuesday to Friday. Nominations can be made by plan sponsor clients, employers and/or broker/dealers of eligible advisers, as well as from working partners of these advisers, including investment vendors, accountants and attorneys, and pension administrators.
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| 2016 Plan Sponsor of the Year Nominations Due Nov 4 |
| Nominations may be made by providers, advisers, consultants, actuaries, attorneys, third-party administrators, employees or colleagues. Please note that all plan sponsors nominated through this form (including self-nominations) will receive a follow-up form in November asking for more detailed information to complete their award entry.
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| PlanMember and Interpacific Announce Partnership |
| The addition of Interpacific to the PlanMember network will expand the scope and depth of PlanMember’s independent advisers, while Interpacific advisers will benefit from PlanMember’s broader platform, technology, Web, marketing, training and business development support services.
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