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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.

Managing a Practice

Managing a Practice

By Mike Bushnell4/28/2015 • 0 Comments

Many plan sponsors don’t know exactly what their role as a fiduciary is, creating an opportunity for plan advisors to step in and provide guidance, according to a new survey. READ MORE

By Nevin Adams4/28/2015 • 0 Comments

Why did your plan sponsor clients hire you? Why do they retain your services? READ MORE

By Nevin Adams4/27/2015 • 0 Comments

Concerns about retirement plan “leakage” continue to emerge. But could plan design play a role in encouraging — or discouraging — current trends? READ MORE

By NAPA Net Staff4/27/2015 • 0 Comments

There are three standards of care applicable today to interactions between financial advisors and their clients — and the DOL’s conflict-of-interest proposal stands to add a fourth. READ MORE

By Nevin Adams4/27/2015 • 0 Comments

You may like what you do for a living — or you may not. Or maybe you like what you’re doing, but have always wondered about a different career choice. READ MORE

By Don Trone, Mary Lou Wattman, Steve Branham4/24/2015 • 0 Comments

Since 2012, there has been a dramatic shift in the style of leadership that most people prefer. Here are seven signs that you may have missed as this shift occurred. READ MORE

By NAPA Net Staff4/24/2015 • 0 Comments

A new study by EBRI takes a look at the end-of-life financial situation in America, and the results provide useful insights to advisors helping workers save for that period. READ MORE

By Nevin Adams4/24/2015 • 0 Comments

Think you’ve had a bad week? It could have been worse. Check out what happened to these guys…. READ MORE

By Nevin Adams4/24/2015 • 0 Comments

A recent survey finds that three-quarters of advisors are using social media for business, and two-thirds (66%) have gained new clients via social media — up from 49% in 2013. READ MORE

By Mike Bushnell4/23/2015 • 0 Comments

For an increasing number of Americans, work is where they expect to learn how to save for retirement. And according to a new Bank of America Merrill Lynch survey, a growing amount of employers are trying to help. READ MORE

By Christopher Carosa4/22/2015 • 0 Comments

Now that the DOL has finally come out with its “new and improved” conflict-of-interest proposal, we can be sure of two things. First, the brokerage industry won this round hands down. READ MORE

By NAPA Net Staff4/22/2015 • 0 Comments

The IRS has just issued final regulations of interest to advisors that work with executive benefit plans. READ MORE

By NAPA Net Staff4/22/2015 • 0 Comments

Forget about those stories of retirees longing to extend their working careers — a new survey finds that nearly half of recently retired workers wish they had retired … sooner. READ MORE

By Jeffrey Hemker4/21/2015 • 0 Comments

While grocery shopping in Skokie, Ill., 30 years ago, I learned a very interesting communication skill from a harried mother urging her son choose a package of chewing gum in the checkout line. In a hurry and frustrated, she simply said, “Pick one now — green, yellow or white.” READ MORE

By Nevin Adams4/21/2015 • 0 Comments

When is a plan not a plan? When you have a retirement plan at work, apparently. READ MORE

By Nevin Adams4/21/2015 • 0 Comments

EBRI's 2015 Retirement Confidence Survey finds that the nation’s retirement confidence continues to rebound from the record lows experienced between 2009 and 2013 — but exclusively among those who, directly or via their spouse, have a retirement plan. READ MORE

By NAPA Net Staff4/20/2015 • 0 Comments

A new study maintains that, compared with other RIAs, those flagged as “marketing leaders” are seeing 40% more client growth, 23% more asset growth and 20% more revenue growth. So how do they do it? READ MORE

By Fred Barstein4/20/2015 • 0 Comments

Charlie Nelson, who led the retirement business of Great-West through its integration with Empower Retirement, will join Voya Financial as CEO of Retirement on May 1. READ MORE

By Nevin Adams4/20/2015 • 0 Comments

A 2014 survey found that three-quarters of advisors are using social media for business, and two-thirds have gained new clients via social media — up from 49% in 2013. READ MORE

By NAPA Net Staff4/17/2015 • 0 Comments

FINRA’s Board of Governors decided to move forward with proposed changes to the industry-funded regulatory group’s “Communications With the Public” rules at its April 16 meeting.

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