Outreach PLANADVISER March/April 2020

Let Me Introduce Myself

Advisers talk about how they seek client referrals.

Reported by

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The Markets

April 4th, 2022

Inflation Worries Continue Into the Second Quarter

Managers say the markets will continue to grapple with the trade-offs between inflation and growth for the foreseeable future.

Products

November 23rd, 2021

Itzoe Launches Getre(k)ruited.com Industry Networking Platform

Josh Itzoe says the idea for his new venture—a networking and hiring platform focused on firm culture and professional preferences—came from conversations he has had since selling his...

Products

September 1st, 2021

Accelerate Retirement Announces Alliance for Independent Advisers

The technology engine behind Accelerate is a version of RPAG’s adviser platform.

Winners’ Circle PLANADVISER March/April 2020

Invested in Technology

Past Retirement Plan Advisers of the Year discuss their ‘tech support.'

Reported by

Judy Faust Hartnett

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In Practice

March 26th, 2025

Tech Issues at Forefront of Wealth Managers’ Focus, Says Wipfli Report

The report notes that advances in technology also come with hurdles such as high costs, integration with existing systems, and...

Practice Management

February 5th, 2025

Advisers Planning to Increase Technology, AI Usage and Spend

According to advisers surveyed by Orion, disconnected technology is their primary technology-related pain point—for the second year in a row.

Data & Research

September 26th, 2022

How Participants Have Responded to This Year’s Economy

A T. Rowe Price study shows participants have not changed their loan distribution or withdrawal behavior despite increased inflation and...