intro
Fresh Perspectives
Fees, retirement income, QDIAs, and 403(b)s offer advisers sales and service opportunities
Tag: Fees
Plan Sponsors Paying for Adviser Services Directly
The majority of retirement plan expenses are paid by the plan sponsor, but many plan sponsors do not review the fees paid to their adviser, a recent survey...
servicing strategies
Happy Together
How advisers can measure client satisfaction and why they should
regulatory radar
Traps for the Unwary
Advisers need to get to work now to comply with new Form 5500 requirements
practice management
Finding a Mate
Broker/dealers continue to add products and services to support the retirement plan adviser
trendspotting
Lopsided Equation
Cerulli report says fee-based compensation increases, but revenues are down
cover story
The World Turned Upside Down
The current turmoil threatens broker/dealers as more advisers think about going independent—when the market improves