Recent Posts Tagged With 'advice vs. guidance'

• Talking RIPM Talk

  Posted on Tuesday March 24th, 2009 at 17:26 in advice vs. guidance, industry conference

  Check out this newsletter article, The Future of Retirement Income – and Investing, by Sherrie Grabot, CEO of GuidedChoice. I'm pleased to see that someone is reading this blog!On a related note, Ms. Grabot testified at a congressional hearing toda...

• 401(k) Advice Is Hot! Hot! Hot!

  Posted on Thursday January 29th, 2009 at 09:41 in 401(k), ppa, advice vs. guidance

  I promise that we'll move on to new topics soon, but this issue of providing advice to 401(k) plans is getting a lot of play right now. I encourage you to check out Robert Powell's recent MarketWatch article, Conflicting interests - 401(k)/IRA advice...

• Servicing 401(k) Plans - Kick It Up A Notch!

  Posted on Friday January 23rd, 2009 at 15:00 in 401(k), ppa, advice vs. guidance

  Just like celebrity chef Emeril Lagasse and his recipes, financial advisers should always be looking for ways to spice up their good ideas. With this in mind, let's revisit last week's post on Servicing 401(k) Plans and discuss how that concept can b...