Magazine Articles
practice management
In Perfect Alignment
Best practices for working with recordkeepers and investment managers
diversions
iPhone or iPad?
A study of iOS users shows how iPad and iPhone adoption breaks down among specific groups.
learner's permit
What You Need to Know About … Instagram
Retirement plan advisers looking to expand their firm’s visibility and connect with clients may find the photo-sharing application (app) Instagram useful.
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
cover story
Where Do You Stand?
2013 PLANADVISER Practice Benchmarking Survey: Evaluating your peer group to benchmark your practice
research
2013 Retirement Plan Adviser Survey: Chosen Path
Advisers reveal their favorite retirement plan partners
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.