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Managing a Practice

Managing a Practice covers the ways that advisors can profitably and successfully run their businesses. It includes practical topics like business systems, advisor fees and client services, as well as professional development and growth strategies. Also covered are overall industry trends and ethics and compliance, as well the various service providers and vendors that advisors partner with to build, grow and manage their practices.

By Nevin Adams5/11/2015 • 0 Comments

This is the time of year when graduation speakers seek to influence and inspire graduates. READ MORE

By NAPA Net Staff5/8/2015 • 0 Comments

Envestnet Retirement Solutions (ERS) announced May 7 that Securities America, Inc. will offer its more than 2,000 independent advisors access to ERS’s leading retirement advisor workstation. READ MORE

By Brian Graff, Esq.5/8/2015 • 0 Comments

Registered investment advisors may be thinking that the Department of Labor’s proposed “conflict of interest” regulation doesn’t have an impact on them. After all, they are already fiduciaries acting in the best interest of their client. READ MORE

By NAPA Net Staff5/8/2015 • 0 Comments

Eighteen Democrats in the U.S. House of Representatives have urged the DOL to extend the comment period for its April 14 “conflict of interest” rule from 75 days to 120 days. READ MORE

By Nevin Adams5/8/2015 • 0 Comments

Many questions remain about the Department of Labor’s fiduciary reproposal, and it seems as though more emerge every week. READ MORE

By Nevin Adams5/7/2015 • 0 Comments

Apparently the poorer and younger you are, the more likely you are to be interested in a QLAC. But if you have a retirement plan of any kind, not so much. READ MORE

By John Iekel5/7/2015 • 0 Comments

Cyber attacks, and the threat they pose to financial advisory firms and their clients, prompted the recent release by the SEC’s Division of Investment Management of some steps that can protect against them. READ MORE

By Mike Bushnell5/7/2015 • 0 Comments

Writing in the Spring 2015 issue of NAPA Net the Magazine, columnist Fred Barstein asks whether automation will diminish the value of plan advisors, casting them aside the way many travel agents were. READ MORE

By Mike Bushnell5/7/2015 • 0 Comments

A new study reports that Americans are more committed than ever to save money for their retirement, and with Millennials and Gen Xers expressing record levels of concern about the future of Social Security, more workers are feeling like they have no other option. READ MORE

By NAPA Net Staff5/6/2015 • 0 Comments

The employer match has proven to be a powerful draw over the years — but a new survey suggests there are limits. READ MORE

By Mike Bushnell5/5/2015 • 0 Comments

As globalization and capitalism have spread throughout the world, so has the concept of phased retirement. According to a new HSBC study on worldwide retirement trends, what workers hope to do as they get older varies widely continent by continent. READ MORE

By Jeffrey Hemker5/5/2015 • 0 Comments

Last holiday season my wife gave me a wonderful gift — a Fitbit. It’s a small device you wear or carry all day to count how many steps you take and how many calories you’re burning. I was skeptical to say the least. READ MORE

By Fred Barstein5/5/2015 • 0 Comments

In another sign of record keeper consolidation, NADART, the retirement plan offered by the National Automobile Dealers Association, has announced that it is exiting the 401(k) plan business and moving all plans to Empower-Retirement.

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By Nevin Adams5/4/2015 • 0 Comments

With publication of the Labor Department’s fiduciary reproposal, we now have some answers — and some more questions — about the what, when, who, how and how much this might impact. READ MORE

By Fred Barstein5/4/2015 • 0 Comments

You may not see them at industry conferences and they may not be quoted regularly in the press, but there’s no question that there are more young advisors working in our industry these days. Here’s why.

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By NAPA Net Staff5/4/2015 • 0 Comments

A recent update of DC plan statistics suggests that loans, withdrawals, contributions and asset allocations were largely unchanged in 2014. But is that a good thing? READ MORE

By NAPA Net Staff5/1/2015 • 0 Comments

Average 401(k) balances bounced back in April, but it was new money that did the heavy lifting. READ MORE

By Nevin Adams5/1/2015 • 0 Comments

It may not be for everyone, but for most of this week’s NAPA Net survey respondents, the best career choice was to be an investment manager. READ MORE

By Fred Barstein5/1/2015 • 0 Comments

While advisors are positive about the business — which is booming for experienced plan advisors — concern about the DOL’s proposed fiduciary reg and fee compression seem to cloud the future. READ MORE

By NAPA Net Staff4/29/2015 • 0 Comments

One in three affluent Americans added a new financial services firm relationship last year, as consumers practice “stable two-timing” to combine the strengths of various firms to gain advice or resources, according to a new report. READ MORE

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