PLANADVISER Magazine
COVER
Adviser Technology Fueling Client Satisfaction
High tech is
driving advisers’ businesses like never before
practice management
practice management
Breakaway Brokers
Is going independent all it’s cracked up to be?
law & order
law & order
Buyer Beware
How well do you know your broker/dealer?
chalk talk
chalk talk
Role Play
What exactly does a plan adviser do?
intro
The Mobile Office
There has been a lot of talk about Apple in the news lately—what its stock price is doing, what new gadgets it will or will not come out...
learner's permit
What You Need to Know About … PowerPoint Presentations
Few things are worse in a business meeting than a boring PowerPoint presentation (except maybe stale bagels).
research
Sweet Spot: 2013 PLANADVISER Micro Plan Survey
The number of micro defined contribution (DC) plans, participants in micro plans and total assets under advisement continued to grow steadily in 2011, according to the 2013 PLANADVISER...
diversions
Tablet Insomnia
Just two hours’ exposure to a device with a self-luminous backlit display—a Kindle, iPad or other tablet computer—can cause a suppression in melatonin, which in turn could lead...
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
noteworthy
The Moment of Truth
The 408(b)(2) fee disclosure rule is a tremendous opportunity for advisers