Tag: Practice management

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...

What do clients really think about advisers’ services?

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,...

The conversation about retirement income should not be an at-retirement discussion.

409A has shaken up the deferred compensation business, and the changing landscape offers many opportunities for advisers.

Due diligence requires that fiduciaries monitor the performance and suitability of their plan providers on a regular basis.

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...

The fifth of seven ineffective habits of retirement plan advisers

The greater the percentage of assets an investor has invested, the more likely he is to adopt the new solution-oriented products and services emerging from investment product providers...

The fourth of seven ineffective habits of retirement plan advisers

This September, PLANSPONSOR will again open its annual nomination process for its Retirement Plan Adviser and Adviser Team of the Year awards.

The third of seven ineffective habits of retirement plan advisers

Don’t assume your clients are comfortable with fees just because they don’t say anything.

The second of seven ineffective habits of retirement plan advisers

Participants’ mood about their financial future has fallen off significantly during 2007 but sponsors can encourage participants to meet with advisers and construct or reconstruct a retirement savings...

The Board of Directors of Certified Financial Planner Board of Standards Inc. (CFP Board) has revised the ethical standards for CFP professionals, requiring them to 'at all times...

Nearly half (42%) of plan sponsors do not have a relationship with a financial adviser.

Every adviser needs to think about what they are known for and what they would like to be known for.

Are you getting a fair reward for your labor and risk?

Edward Jones ranks highest among 10 financial investment firms in satisfying their financial advisers, receiving particularly high ratings from advisers in support, people and firm performance.