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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 NAPA Net Staff10/22/2012 • 0 Comments

Aided by many low-cost providers and proponents of DB plans or a nationalized DC system, the media continue to focus on fees as the main culprit in the so-called retirement crisis. As a result, plan sponsors and participants are hearing the message that lower cost is better. But is there a danger on focusing too much attention on fees, accompanied by an across-the-board proscription about how much plans and their participants should pay? READ MORE

By NAPA Net Staff10/12/2012 • 1 Comments

For decades, the only “unsolvable” problem in our industry has been everyone’s most important problem: getting people to save much more so they’ll have enough for a comfortable retirement. It’s ironic that we can solve almost every plan-related issue except higher participation and contribution levels—even though they’re why plans exist in the first place (and drive, in some way, everyone’s revenue model). READ MORE

By NAPA Net Staff10/9/2012 • 0 Comments

Batten down the hatches — a perfect storm lies dead ahead. Election-year politics, a struggling economy, a gargantuan federal budget deficit and the push for tax reform will combine soon, and will create a challenge for the retirement planning industry that we haven’t seen since 1986. That’s the bad news. The good news: ASPPA, NAPA’s sister organization, is already engaged in the task of getting a simple message across to Congress: Don’t try to fix the economy at the expense of millions of Americans who are trying to save for their retirement. READ MORE

By John Ortman10/4/2012 • 0 Comments

The pending regulation from the DOL that would expand the definition of investment advice and fiduciary status with respect to retirement plans has disappeared down a rabbit hole that magically appears in Washington every four years: the presidential election campaign. READ MORE

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