In Practice

PA NC: The Future of the Independent Adviser

According to representatives from LPL, National Retirement Partners, and Raymond James, retirement plan advisers working in the independent channel will have many opportunities to broaden their businesses in...

PA NC: The Future of the Wirehouse Adviser

Although there will always be a market for the wirehouse adviser, particularly due to brand recognition, the changing retirement landscape calls for some tweaking of the wirehouse model,...

Par for the Course?

It is generally thought that competitive pressures bring out the best in us, that we come with our best “game″ when we know that that is what it...

PA NC: Making Your Designation(s) Work

Plan sponsors and participants may not appreciate what specific adviser designations mean, but designations can still be useful for a retirement plan adviser’s business.

PA NC: Powerful Presentations

Knowing the audience and customizing presentations for specific participant groups are the keys to having an effective participant meeting, according to a panel of industry professionals at PLANADVISER’s...

Retirement Projections Need Revisions

“It would be a real shame if, instead of physical limitations, we ended up with financial limitations in our old age,″ commented Matthew Greenwald of Mathew Greenwald &...

401(k) Plans Undergoing Redesign

As the 401(k) plan becomes 'the new retirement superpower,' attention has turned to the weakness of the plans and is leading to 401(k) version 2.0, a research report...