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Practice Management

  1. Redefining 'Choice' in Retirement Plans

    Choice in the context of a retirement plan means something quite different to providers that aren't fiduciaries to a plan than to fiduciary plan providers.

  2. Keeping It Simple for Clients, and Himself

    Financial advisor Eric Nelson sees no need to overcomplicate things.

  3. Job One: Prevent the Big Mistake

    For most investors, it’s a death sentence.

  4. How to Deal with the Independent Client

    Independent-minded clients like to get involved in the investment process but are prone to certain cognitive biases that can torpedo their ability to reach their goals.

  5. Why Have an Annual Investment Review?

    Regularly reviewing the investments you use in client portfolios can be relevant even for advisors with a passive investment philosophy.

  6. How to Get Closure on IRA Mistakes

    Several recent cases reveal that IRA owners are exposed to IRS scrutiny for alleged IRA errors for a lot longer than they might have thought.

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