Diversified

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  Retirement Plan Participants Guess at Savings Goals

  By Danielle Andrus, AdvisorOne  |  August 13, 2012

  Reports of workers who say they know how much they need to save for retirement may not be entirely accurate.

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  Account Balances, Not Participation, Called Best Measure of Retirement Plan Success

  By Danielle Andrus, AdvisorOne  |  October 27, 2011

  Plan sponsors need to remember the primary goal of retirement plans: namely, for participants to accrue sufficient savings to retire comfortably.

• At CFDD 2011, Use ‘Positive Manipulation’ to Influence Client Behavior

  By Danielle Andrus, AdvisorOne  |  October 18, 2011

  The primary goal of using behavioral finance principles in your practice is to 'positively manipulate behavior on a subconscious level,' Darrin Farrow said on Monday at the 2011 Center for Due Diligence conference.

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  New Hires Roundup: U.S. Bank Adds Steiger; CAIS Welcomes Stone, Promotes Cobon

  By Marlene Y. Satter, AdvisorOne  |  September 22, 2011

  This week in new hires, Heidi Steiger added to U.S. Bank’s wealth management business; Landon Stone went to CAIS, which also promoted Lachlan Cobon.

• Advisor Influence on Retirement Plan Sponsors Expected to Grow, Study Says

  By Danielle Andrus, AdvisorOne  |  July 26, 2011

  Diversified, a retirement plan administrator, released a study Monday that predicts plan sponsors will rely more heavily on advisors as the demand for holistic planning services grows.