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Managing a Practice

BY Michael Bushnell | 5/7/2015
The Internet has made it easier for Americans to do all sorts of things themselves that were once largely handled by paid professionals, with booking travel and hotels being a prime example. Writing... Read More
BY NAPA Net Staff | 5/6/2015
The employer match has proven to be a powerful draw over the years — but a new survey suggests there are limits.Asked how they would respond if match levels were as low as “100% of the... Read More
BY NAPA Net Staff | 5/5/2015
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... Read More
BY Fred Barstein | 5/5/2015
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... Read More
BY Fred Barstein | 5/4/2015
If you haven’t noticed, more young advisors are working in the DC market. You may not see them at industry conferences and they may not be quoted regularly in the press — that’s the... Read More
BY Nevin E. Adams, JD | 5/4/2015
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 Nevin E. Adams, JD | 5/4/2015
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?The report, by the Investment... Read More
BY NAPA Net Staff | 5/1/2015
Average 401(k) balances bounced back in April, but it was new money that did the heavy lifting.Older, higher tenured participants tend to have larger balances, and the movement in average balance... Read More
BY Nevin E. Adams, JD | 5/1/2015
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.That job didn’t even make CareerCast’s... Read More
BY Fred Barstein | 5/1/2015
At this week’s TRAU session at UCLA, 60 top advisors and industry professionals gathered for three days to learn and share. Here’s what’s top of mind for these leading advisors from... Read More
BY NAPA Net Staff | 4/29/2015
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... Read More
BY Michael Bushnell | 4/28/2015
Many plan sponsors don’t know exactly what their role as a fiduciary is, creating a major opportunity for plan advisors to step in and provide guidance, according to a new survey from... Read More
BY Nevin E. Adams, JD | 4/28/2015
Why did your plan sponsor clients hire you? Why do they retain your services?“Trust” is commonly cited as a primary reason. I would imagine most of them would also cite your experience... Read More
BY Nevin E. Adams, JD | 4/27/2015
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.And let’s face it, one person... Read More
BY Nevin E. Adams, JD | 4/27/2015
Concerns about retirement plan “leakage” continue to emerge. But could plan design play a role in encouraging — or discouraging — current trends?The short answer is yes,... Read More
BY NAPA Net Staff | 4/27/2015
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.In... Read More
BY Don Trone | 4/24/2015
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:1. Empower: One sign you might... Read More
BY Nevin E. Adams, JD | 4/24/2015
A lot of retirement planning models have tried to estimate the chances of retirees running short of money in retirement. But a new study takes a look at the end-of-life financial situation in America... Read More
BY Nevin E. Adams, JD | 4/24/2015
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.In fact, the 2014... Read More
BY Nevin E. Adams, JD | 4/23/2015
For an increasing number of Americans, work is not just the place where they go to earn money to support themselves, it’s where they also expect to learn how much of that income should be saved... Read More
BY Christopher Carosa | 4/22/2015
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 Staff | 4/22/2015
The IRS has just issued final regulations of interest to advisors that work with executive benefit plans.The regulations have implications for the use of restricted stock units and other similar... Read More
BY NAPA Net Staff | 4/22/2015
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.The survey... Read More
BY Jeff Hemker | 4/21/2015
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... Read More
BY Nevin E. Adams, JD | 4/21/2015
When is a plan not a plan? When you have a retirement plan at work, apparently.The good news is that the 2015 Retirement Confidence Survey shows a strengthening of retirement confidence —... Read More