PLANADVISER Magazine
COVER
Added Value
Leveraging your relationships with providers and wholesalers to increase your value proposition
research
research
Benchmarking Your Practice
Capturing the profile of the "typical" retirement plan adviser
beyond (k)
beyond (k)
Branching Out
Making your practice about more than 401(k)s
trendspotting
trendspotting
Call of Duty
Returning client calls most important loyalty signal
regulatory radar
Getting Comfortable with the âFâ Word
Are you a fiduciary? Do you tell your client how to stay out of trouble on the fiduciary front?
practice management
Getting Your Fare Share
Scrutiny of fees has never been more intense. What is reasonable? Ensuring your revenue stream fits your business
regulatory radar
Hidden in Plain Sight?
What do the Department of Labor fee initiatives mean for advisers?
trendspotting
Many Unaware of Pending Retirement Risk
More than four out of 10 households statistically at risk for not having a large enough retirement nest egg and who will be in serious trouble when health-care...
investment-oriented
Measuring the Unmeasurable
Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.
investment-oriented
QDIA Essentials
Choosing among target-date funds, balanced funds, and managed accounts
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
sales champ
The Big Picture
Measuring client satisfaction is vital to keeping the relationship with a plan sponsor intact
regulatory radar
The View from the Courts
What's been happening on the judicial front: fee litigation and LaRue
intro
Three Days in September
I expected the 2008 PLANADVISER National Conference to be memorable but I never imagined some of the reasons why.
cover story
Which Way Do I Go?
Wirehouse, independent, or other. Which business model is right for you?