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trendspotting

Trendspotting

Articles that appeared in the Trendspotting section of the magazine
chalk talk

Want Adds

What your client needs is someone to help him understand his fiduciary responsibility
dean's list

College Bound

In just a couple of months, I will find myself in the unenviable financial position of having two children in college at the same time.
cover story

Reality Check

Five things advisers can do to help participants 50 and older to prepare for a leaner, and likely meaner, retirement
cover story

Reality Check

Five things advisers can do to help participants 50 and older to prepare for a leaner, and likely meaner, retirement
cover story

Reality Check

Five things advisers can do to help participants 50 and older to prepare for a leaner, and likely meaner, retirement
cover story

Reality Check

Five things advisers can do to help participants 50 and older to prepare for a leaner, and likely meaner, retirement
cover story

Reality Check

Five things advisers can do to help participants 50 and older to prepare for a leaner, and likely meaner, retirement
cover story

Reality Check

Five things advisers can do to help participants 50 and older to prepare for a leaner, and likely meaner, retirement
micro scope

Retirement for All

President Obama’s budget includes mandatory automatic payroll deposit IRAs
research

Solving for X

Putting retirement income planning front and center
sales champ

Spinning the Web

Web education tools can help advisers communicate more efficiently and effectively
servicing strategies

Zooming In

Advisers use targeted communication to reach specific plan demographics

ETFs Continue to Prosper

Assets of exchange-traded funds (ETFs) rose in April to $595.96 billion, marking an almost 30% increase in the last year.