Client Service
Common Mistakes Advisers Make That Should be Avoided
Experts outline several ways advisers can ensure they keep the loyalty of their clients.
Cover Story
A Careful Inspection
Advisers can help clients assess whether they’re fulfilling their role as fiduciaries.
Client Service
How to Diversify Retirement Plan Committees
With representation being top of mind in 2020, companies are reconsidering the makeup of their workforces and their retirement plan committees.
Micro Scope
Small-Plan Governance
Advisers can help with the functions of a committee—even a three-member one.
Fiduciary Fitness
The Extent of Obligation
New committee members need not look for breaches to repair.
