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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 Don Trone, Mary Lou Wattman, Steve Branham4/17/2015 • 0 Comments

A requisite for leadership is courage — you can’t lead without it. Good character, competence, a sense of purpose and being passionate about what you believe is right are all critical, but they aren’t enough. READ MORE

By Nevin Adams4/16/2015 • 0 Comments

It’s not altogether clear (to me at least) what insights one might glean from the answer(s) to that particular interview question… READ MORE

By NAPA Net Staff4/16/2015 • 0 Comments

In the wake of several EEOC lawsuits regarding employer-based wellness programs, the Obama administration has issued guidance on how to avoid running afoul of nondiscrimination laws. READ MORE

By John Ortman4/16/2015 • 0 Comments

The financial services industry may well have gotten a sneak peek recently at how Democrats — including the party’s nominee for president — may well use financial industry reforms as a campaign issue in 2016. READ MORE

By NAPA Net Staff4/16/2015 • 0 Comments

For one-in-five working Americans, issues with personal finances have become a distraction at work, particularly for Gen X and Gen Y employees. READ MORE

By NAPA Net Staff4/15/2015 • 0 Comments

The Department of Labor’s long-awaited fiduciary reproposal claims to protect consumers from “conflicts of interest” in retirement advice — but at what cost? READ MORE

By Mike Bushnell4/15/2015 • 0 Comments

In the latest issue of NAPA Net the Magazine, John Iekel highlights a few financial advisor firms that are harnessing smart phones to make it easier and more fun than ever to enroll and invest in a retirement plan. READ MORE

By NAPA Net Staff4/15/2015 • 0 Comments

Industry insider and fiduciary geek Pete Swisher has penned a timely and insightful piece on the history and potential future impact of the Department of Labor’s new “conflict of interest” proposal. READ MORE

By NAPA Net Staff4/15/2015 • 0 Comments

Wellness programs are all the rage, but if your plan sponsor clients want to get unhealthy workers to participate, they’re going to have to spend some money. READ MORE

By John Iekel4/14/2015 • 0 Comments

It’s been a long time coming, but after a nearly five-year odyssey the Department of Labor on April 14 unveiled a proposed regulation that redefines who a plan fiduciary is — and makes it clear that the Obama administration intends the rule to be a way to increase consumer protections for plan sponsors, fiduciaries, participants, beneficiaries and IRA owners. READ MORE

By Nevin Adams4/14/2015 • 0 Comments

Last week I highlighted three “myths” about the retirement system that will not die — all the more distressing because they are perpetuated by retirement industry pundits. Here are three more that (mostly) aren’t perpetuated by those who actually work with retirement plans, but by academics. READ MORE

By Fred Barstein4/13/2015 • 0 Comments

When choosing a new fund, which DCIOs do plan sponsors consider? READ MORE

By Nevin Adams4/13/2015 • 0 Comments

Years back, a friend of mine told me about an outlandish interview question. READ MORE

By NAPA Net Staff4/10/2015 • 0 Comments

A new survey of small business owners has uncovered a surprising consequence of the Affordable Care Act (ACA) on their operations — a trend to increase employer contributions to their retirement plans. READ MORE

By Don Trone, Mary Lou Wattman, Steve Branham4/10/2015 • 0 Comments

Do you want to stand out from your competitors? Here are seven ways to set yourself apart. READ MORE

By Nevin Adams4/9/2015 • 0 Comments

There are a lot of things that can shake one’s confidence about retirement readiness — but American workers may be their own worst enemies. READ MORE

By NAPA Net Staff4/9/2015 • 0 Comments

How would you react if the star manager for your plan’s only fixed income option left his firm? How would you address inadequate savings in your DC plan? Your DB plan has dropped to a 70% funded status — now what? READ MORE

By Mike Bushnell4/9/2015 • 0 Comments

Technology and marketing, with external wholesalers working in concert with internals, marketing and product people as well as key accounts, will benefit the highly productive “star” wholesalers in the future, while mediocre professionals will be ferreted out, says industry insider Fred Barstein. READ MORE

By NAPA Net Staff4/8/2015 • 0 Comments

As part of its exam cycle, the SEC is reviewing the “entire spectrum of 12b-1 fees,” according Marc Wyatt, deputy director of the agency’s Office of Compliance Inspections and Examinations. READ MORE

By Mike Bushnell4/8/2015 • 0 Comments

As businesses continue to recover from the Great Recession, the number of employers that offer retirement plans has nearly returned to pre-crisis levels, according to a new survey from the Transamerica Center for Retirement Studies. However, many pension plans that disappeared during the downturn have not returned. READ MORE

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