How do you build, reinforce and reward a collaborative, multi-disciplinary team for tomorrow’s advisory business? This feature article from the latest issue of  NAPA Net the Magazine takes a closer look. “We comically refer to ourselves as a 45-year-old startup,” says Grant Arends, co-founder and... READ MORE

What did target date fund providers learn from the market crash a decade ago? Not much, for some providers, believes Richard Weiss, chief investment officer-multi-asset strategies at Kansas City-based American Century Investments. The subsequent lengthy bull market has motivated some TDF providers... READ MORE

John Ludwig worked as a wholesaler for 20 years before setting up his plan advisory practice. “Because of my experience, I probably hold wholesalers more accountable than the average advisor,” says Ludwig, a partner and the founder of Indianapolis-based LHD Retirement. “If they come in and start... READ MORE

A decade ago this past weekend, Lehman Brothers filed for bankruptcy. Shortly thereafter Merrill Lynch sold itself to Bank of America, and AIG reached out to the Fed for a bailout.  In Part III of this excerpt from the fall issue of NAPA Net the Magazine, seven of the nation’s leading advisors look... READ MORE

A decade ago this past weekend, Lehman Brothers filed for bankruptcy. Shortly thereafter Merrill Lynch sold itself to Bank of America, and AIG reached out to the Fed for a bailout. In this excerpt from the fall issue of NAPA Net the Magazine, some of the nation’s leading advisors look back at the... READ MORE

This article originally appeared in the Fall 2015 issue of NAPA Net the Magazine. To view a PDF version, please click here.“We manage your 401(k) account for you. No more pie charts, line graphs or nausea.”That’s not how 401(k) participants typically hear about the option to invest in a managed... READ MORE