Download Issue

Available to subscribers only

Download

Download Issue

Available to subscribers only

Featured News

Shrinking talent pool puts strain on advisory firms

Attrition, cuts in training programs and new competition make it difficult to fill job openings.

How 401(k) advisers can bullet-proof themselves against litigation risk

Tons of 401(k) advisers will be prone to litigation with the DOL fiduciary rule.

Ransomware attack underscores importance of cybersecurity

More than 200,000 computers in 150 countries were sidelined.

Bruce Kelly Stock market's rally may have further to run

Jeffrey Saut of Raymond James cites the earnings potential of S&P 500 companies as an indication the market can go higher.

Advisers on the Move LPL leads a big quarter for broker-dealer moves

Two whopper transitions drive up the average team size to $269M AUM.

What plan sponsors look for in a 401(k) adviser

Clients are looking for more when it comes to participant education, communication, investment reporting and investment results.