Defined Contribution

For financial advisors, a successful first meeting with a plan sponsor may seem to be hit or miss. However, by developing a repeatable, successful method, you can create clarity and assurance for the plan sponsor, while increasing your close ratio.

Claims by politicians and industry lobbyists (is there a difference?) suggest costs will increase if the DOL changes the definition of Fiduciary. Heres a way to test that hypothesis.

Does your retirement plan practice focus mostly on for-profit businesses? If so, you may be missing out on a growing niche—not-for-profit organizations.

Though they are saving more, women have more obstacles in retirement and throughout their lives that hinder their ability to meet their financial needs.

To attack Wall Street is to attack Main Street. Politicians (and their mass media underlings) seem to forget this. Apparently, so do social activists.

After two weeks in Europe, my conclusion: It's a bubble begging to burst.