Magazine Articles

Robo-advisers in light of the fiduciary rule

2015 PLANADVISER Practice Benchmarking Survey

Questions advisers are asking

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

When you think back on 2015 and what happened in the retirement plan industry, what will come to mind?

It is important to educate participants about a well-diversified portfolio, to protect them in various market environments.

Using the events of 2015 to portend what is ahead in 2016

New products, highlights, announcements

Unleash, which was designed to help small-business owners manage their income and expenses, markets itself as “Your Cloud CFO.”

An adviser eye on Washington

Net inflows into target-date funds are set to surpass the previous record.

A look at the latest concerns and actions among employees, and what they mean for advisers

A look at the affordability, activities, quality of life and health care in major U.S. citie

Most people would not trust a meal produced by a 3-D printer

DOL clarifies some aspects

Advisers’ responsibilities under ERISA and state law

Questions advisers are asking

Insurance answers “What if …?” for a business

Current best practices in retirement plan investment menu management

New advice delivery system or the old computerized model reborn?