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dean's list

Certify Able

Some states taking a closer look at adviser certifications

ETFs Fared Well in February

State Street’s latest ETF Snapshot report reveals assets in the U.S. exchange-traded-fund (ETF) industry totaled $752 billion as of February 28—up $21.5 billion or 2.9% during the month.

Genworth Offers Retirement Book for Advisers

Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said its new book, “Crossing the Sea,” helps its advisers illustrate the retirement journey to their clients.
beyond (k)

403(b) aware

New 403(b) rules may offer opportunities for advisers to have a "client touch"
chalk talk

Uncertain Course

Where are some financial advisers taking our industry?
fiduciary fitness

457 Exemptions

 IRS issues guidelines for deferred compensation arrangements maintained by tax-exempt entities or state or local governments
investment-oriented

Invest-O-Matic

Advisers have conflicting views on lifecycle funds
practice management

Reaching for the Top

Investment-only DC shops offer advisers more than just an investment menu

IMHO: Income Tacts

I don’t know if you’ve gotten to this point in your year yet, but we’ve started doing taxes in our household.