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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.

U.S. ETF Assets Up to $1T

Having broken the $1 trillion milestone in December, many questioned whether inflows into U.S. ETFs had become overheated, according to Morningstar.

Five Issues Your Clients Need Help With

Panelists at the Virtual PLANADVISER National Conference discussed ways advisers should reconnect with plan sponsors and sweep away some of the old cobwebs surrounding retirement plans. 

Adviser-Focused Web Sites Improving

Despite a lack of major upgrades to adviser-oriented Web sites, a recent report found overall improvements to online tools regarding annuities offered by financial services firms.  

IMHO: Service Charges

As Valentine’s Day looms, you have perhaps seen those increasingly ubiquitous advertisements for a certain online florist. 

RadioShack Settlement Deemed Fair

A federal judge in Texas gave final approval to a $2.4-million settlement of a class-action suit against RadioShack for breaching its fiduciary duty.