PLANADVISER Magazine

September-October 2010

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COVER

“Miss” Perceptions?

Five things about the Retirement Plan Adviser of the Year
Award

Bees to Honey

Attracting the right clients is key to business success

practice management

practice management

Clearing It Up

Custodians and clearing firms: It’s a whole new ball game for the...

fiduciary fitness

fiduciary fitness

Conflict of Interest?

ERISA fiduciary rules and target-date funds

intro

Decisions, Decisions

How did you decide whether to affiliate with a wirehouse, or independent or regional broker/dealer?

chalk talk

Doing Your Homework

Communicating your connection between process and functional delivery

hot off the presses

hot off the presses

new products, highlights, announcements

cover story

Personality Test

How your mindset contributes to your affiliation selection

research

Picking a Winner

Advisers share their favorite investment managers and recordkeepers

regulatory radar

Taking Aim

New ERISA 408(b)(2) rules take a new look at adviser fees, but how that examination will affect you depends on what kind of adviser you are

talking points

Talking Points

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

trendspotting

Trendspotting

Articles that appeared in the Trendspotting section of the magazine

learner's permit

What You Need To Know About YouTube

When most people think of YouTube, they envision comedic homemade videos, sports clips, or excerpts from television shows, but the popular Web site, www.youtube.com, also can be a...