PLANADVISER Magazine

Mark Medlin, Mike Hudson (Raleigh, NC)

Striving to improve your close ratio

Financial advisers concerned about market conditions

Less than 12% of affluent investors responding are loyal to their advisers, according to a survey from Janus Labs, in partnership with private wealth industry expert Russ Alan...

Barbara Delaney, Cathy O’Halloran, Martha Kelly, Kylee Hall (Pearl River, NY)

Baystate Fiduciary Advisors, Inc., a Member Firm of NRP (Milford, MA)

John Prichard Sr. and Blake Thibault (San Francisco, CA)

The DoL sets its sights on disclosures from service providers

new products, highlights, announcements

Telamon Insurance&Financial Network (Newton, MA)

JMB Wealth Management/National Planning Corporation (Torrance, CA)

Investment Research&Advisory Group, Inc. (Atlanta, GA)

We strive to be the best resource for your business

Kendall Storch, Phil LeBlanc, David Boucher, Andrew Hershenow, Adam Miloro (Boston, MA)

Nobody has figured out yet how best to benchmark managed accounts. How can you help clients in the meantime?

Details about other PLANADVISER happenings

Court rules Smith Barney fund fees not too expensive

A review of a recent product development

Micro plans offer good plan designs, but have room for improvement

EBSA releases proposed revisions to provider fee disclosures

Should retirement income be part of your practice?

cover story

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.

Retirement Plan Adviser of the Year Finalists

Brett Howell, Craig Sharp (Grand Rapids, MI)

Noble Retirement Group, a Member Firm of NRP (Sugar Land, TX)

Sixty-nine percent of defined contribution (DC) plan sponsors use an investment management consultant, according to a survey from the Brookfield, Wisconsin-based International Foundation of Employee Benefit Plans (IFEBP).

Brokers aren’t boosting returns, study says