Overlooked Managers: Two Guys With Two Goals
For Sierra Investment Management, understanding risk inherent in every asset class has enabled it to outperform, while avoiding the worst disasters in financial market history.

IRA Investors Faithful to Their Investments, ICI/SIFMA Study Finds
Traditional IRA investors tend to max out contributions, favor Roth IRAs

Should Annuities Be an Option in 401(k)s?: IA Retirement Plan Advisor for August 2010
All forms of annuities may not be the right fit for retirement plans

Overlooked Managers: First Things First
Shareholders come first for Alberg Meyer, president and manager of Mirzam Capital Appreciation Fund.

A Principled, Recognized and Quoted Crusader
Sidebar to the article "First Things First"

Retirement Planning: Serving Gen Y Now
Advice on branding, service, and capturing Gen Y—and its assets—now

Retirement Planning: News and Products
Reports on Michigan Retirement Research, Putnam, and Diageo

Nine Ways to Rebuild Trust With Clients
New Hearts & Wallets study reveals nine trust-building practices advisors can use

Finding Inflation Hedges in Retirement Income Planning: IA Retirement Plan Advisor for July 2010
Whether it’s near or far off, a new focus on protecting retirees against inflation

Mutual Fund Spotlight: One For All
It may seem only natural that Chicago-based Ariel Investments’ flagship $2.3 billion Ariel Fund attracts more attention than the firm’s other products.

Putnam Adds Lifetime Income Analysis Tool to Retirement Offerings
Putnam's enhanced tool directly addresses the crucial asset allocation element

How to Attract and Serve the Underserved Gen Y Now: IA Retirement Plan Advisor for June 2010
Advice on branding, service, and capturing part of $30 trillion in motion long before retirement

Mutual Fund Spotlight: The World Their Oyster
Starting life as financial planners, Marshall Berol and Malcolm Gissen turned their investing acumen into the world-beating, go-anywhere Encompass mutual fund.

Running Your Own Mutual Fund
A siebar to the feature, "The World Their Oyster."

When Contrarians Create
A sidebar to the feature, "The World Their Oyster."

New Guide Helps Consumers Navigate LTC
Consumers are paying far greater attention to cost of LTC as a result of the state of the economy

403(b)s Embracing 401(k) Standards: IA Retirement Plan Advisor for May 2010
Greater number of 403(b) plans adhering to fiduciary requirements

The Up Side of Fear and Greed
RiverNorth Core Opportunity takes advantage of inefficiencies in the closed-end fund business in an open-end mutual fund.

Stunning Usage Jump in Target-Date Funds
Vanguard finds 75% of plans include such funds as QDIAs; jump also seen in auto enrollment

Having the LTC Discussion: IA Retirement Plan Advisor for April 2010
Advisors have key role in positioning need within broader retirement planning

Clear Thinkers
The 2010 SMA Managers of the Year display clarity in their alpha theses, consistently adding disciplined value on a risk-adjusted basis.

VA Summary Prospectus Looks Inevitable
IRI pushes for a general summary document that all VA providers can use

Assessing the Benefits of DB vs DC Plans: Retirement Plan Advisor, March 2010
For small businesses, a DB plan may be a better fit

New York Life, Ibbotson Develop Wealth Management Tools
Lifetime Wealth Strategies includes value of human capital

CITS—Collective Investment Trusts—Gaining Traction in DC Plans: Retirement Plan Advisor, February 2010
Pooled vehicles may offer a cheaper option than mutual funds