HSAs Continue to Gain Steam, Top $146B in Assets
Health savings account adoption spans socioeconomic spectrum, according to a survey from the Devenir Group.
EXCLUSIVES
Medicare Awareness Is Crucial Missing Piece in Retirement Planning
Working seniors need professional advice when making coverage decisions, but only 21% of retirees with advisers receive health care planning,...
Long-Term Care’s Unexpected Costs and Their Effect on Retirement Security
About 80% of 65-year-olds will need some form of long-term care, according to the Center for Retirement Research at Boston...
Staffing Up: The When and How for Retirement Plan Advisory Firms
The timing and process of hiring new additions requires significant attention and care from firm leaders.
Who’s On Deck? Solving the Succession Planning Crisis at Advisory Firms
Advisers too often risk ‘both value and continuity’ out of attachment to the business and aversion to change.
I Used to Be Skeptical About Financial Wellness. Here’s What Changed My Mind.
Financial Finesse President Todd Lacey makes a case for integrating financial wellness into an advisory practice.
Tackling Succession Misalignment in Advisory Firms
Three-quarters of RIA and broker/dealer firm owner respondents said they lack a clear plan of succession, which could alienate future...
Deepfaked Fiduciary: The Real AI Threat Nobody’s Talking About
Adviser Neil Plein explains how fiduciaries can be prepared to minimize the risk to their practices from increasingly sophisticated scams...
Selecting the Right Platforms for a Successful Practice
To make sense of the many available options, plan advisers need to know what they are looking for.
Do Private Markets Present a Lucrative Opportunity ‘Fraught With Peril’?
Jerry Schlichter says fiduciaries’ responsibilities have been complicated by provider desires to make private market investments available via 401(k) plan...
What’s Next for Managed Accounts?
Technological evolutions could help the personalized options become more efficient—and more popular.
Could Managed Accounts Replace TDFs as Plan QDIAs?
Despite target-date funds’ ubiquity, there are selected use cases for managed accounts as qualified default investment alternatives.
Industry Access to Managed Account Platforms
Availability for participants is determined by recordkeeper partnerships
Bringing Advice to the Masses
When offered, managed accounts can provide a full financial planning experience—from accumulation through retirement.
Making Decisions About AI Adoption
Firms express cautious optimism about artificial intelligence tools in a recent survey.