Perspective: Avoid Being a Low-Cost-Provider Commodity
The sixth of seven ineffective habits of retirement plan advisers
Tag: Practice management
Insurance Firms Locking Up More of 401(k) Market
Reaping the rewards of their success in meeting plan sponsors’ expectations about installation and ongoing service support, insurance companies have captured a larger share of the small to...
PA NC: The Future of the Independent Adviser
According to representatives from LPL, National Retirement Partners, and Raymond James, retirement plan advisers working in the independent channel will have many opportunities to broaden their businesses in...
PA NC: The Future of the Wirehouse Adviser
Although there will always be a market for the wirehouse adviser, particularly due to brand recognition, the changing retirement landscape calls for some tweaking of the wirehouse model,...
PA NC: Should Retirement Income Be a Part of Your Practice?
The conversation about retirement income should not be an at-retirement discussion.
PA NC: Formula 409: Building Your Deferred Comp Business
409A has shaken up the deferred compensation business, and the changing landscape offers many opportunities for advisers.
PA NC: Search Me? Monitoring Plan Providers
Due diligence requires that fiduciaries monitor the performance and suitability of their plan providers on a regular basis.
PA NC: Powerful Presentations
Knowing the audience and customizing presentations for specific participant groups are the keys to having an effective participant meeting, according to a panel of industry professionals at PLANADVISER’s...
Perspective: Don’t Confuse Sales Activities with Verifiable Advances
The fifth of seven ineffective habits of retirement plan advisers
As Assets Grow, Investors Want More Advice
The greater the percentage of assets an investor has invested, the more likely he is to adopt the new solution-oriented products and services emerging from investment product providers...
Perspective: Direct Marketing Often Fails the Viral Test
The fourth of seven ineffective habits of retirement plan advisers
PLANSPONSOR to Commence Fourth Year of Honoring Advisers
This September, PLANSPONSOR will again open its annual nomination process for its Retirement Plan Adviser and Adviser Team of the Year awards.
Perspective: Cast a Broad Net, Catch a lot of Suckerfish
The third of seven ineffective habits of retirement plan advisers
Clients Unclear About Advisers’ Fees
Don’t assume your clients are comfortable with fees just because they don’t say anything.
Perspective: Do Your Best to Move Beyond 'Doing Your Best'
The second of seven ineffective habits of retirement plan advisers
Advisers Can Help Plan Participants Keep the Faith
Participants’ mood about their financial future has fallen off significantly during 2007 but sponsors can encourage participants to meet with advisers and construct or reconstruct a retirement savings...
CFP Revamps Ethical Standards
The Board of Directors of Certified Financial Planner Board of Standards Inc. (CFP Board) has revised the ethical standards for CFP professionals, requiring them to 'at all times...
Significant Potential Exists for Advisers in Retirement Plan Market
Nearly half (42%) of plan sponsors do not have a relationship with a financial adviser.