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intro
Tracking Records
This issue we focus on performance: adviser performance, investment performance, and plan performance.
profile
Profile: Colin Camerer
Axline Professor of Business Economics, California Institute of Technology
sales champ
2007 Plan Adviser of the Year Finalists: The Individuals
These finalists have all proved their worth to their plan sponsor clients and have made a noticeable difference to the plans they service
sales champ
2007 Plan Adviser of the Year Finalists: The Most Successful
There were nearly 300 nominations for this year's award, culminating in the collection of 182 advisers, 110 of whom were eligible to compete for the award
sales champ
2007 Plan Adviser of the Year Finalists: The Teams
These finalists have all proved their worth to their plan sponsor clients and have made a noticeable difference to the plans they service
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Fidelity Launches iPhone Trading App
Fidelity Investments has developed an application that will allow investors to place stock, option, exchange-traded fund (ETF), or mutual fund trades via an iPhone or iPod touch.
Prudential's Total Retirement Solutions Now Includes Nonqualified Plan
Prudential Retirement's Total Retirement Solutions (TRS) offering has been enhanced to include a new nonqualified product.
RIAs Say $1M in Retirement Savings Is not Enough
While $1 million is frequently referenced by Americans as a standard level of retirement savings for average families, a new survey finds most registered investment advisers (RIAs) do...
Schwab Finds Target-Date Funds Performed Well
In examining the performance of its suite of target-date funds during the previous two years, Schwab found many funds outperformed the overall market and recovered nearly all losses.
MSIM Beefs up Management Team
Morgan Stanley has announced the appointment of two industry veterans to expand the leadership team within its Investment Management business
AARP: Americans 50+ Support 401(k) Fee Disclosure
A new survey from AARP suggests that—regardless of political persuasion—Americans age 50 and older want 401(k) providers to explain their fees.
fiduciary fitness
Broadening Your Business
How to deal with the DoL’s campaign against cross-selling
dean's list
Projection Screen?
More than the subtleties of the law, the nuances of crafting a cogent legal brief, and the humiliations that often accompany the public exercise of the Socratic method,...
investment-oriented
Who Needs an Adviser?
Picking the best solutions—even the best automatic solutions—still requires expertise
research
Putting the Pedal to the Mettle
Advisers look beyond performance in making fund selection but not much further