What the Supreme Court’s Northwestern Ruling Means in Practice
Expert ERISA attorneys say the new opinion in Hughes v. Northwestern University, while important, is far from earth-shattering when it...
EXCLUSIVES
A Q&A With New CFP Board Chair Kamila Elliott
One of her goals for 2022 is to advance the CFP Board’s Future of Financial Planning program, which aims to...
Why Edward Jones Is Funding Alzheimer’s Research
The simple fact of the matter is that debilitating neurological diseases such as Alzheimer’s present a major financial and physical...
Retirement Plan Advisers Might Help Lessen ERISA Lawsuits by Adding Defensive Provisions
Advisers can assist plan sponsors with mitigating and preventing claims for benefits and other Employee Retirement Income Security Act claims.
Bankruptcy Rulings Could Inform Financial Planning Decisions
Court cases expanded on the rules regarding the protection of retirement plan assets.
Learned Lessons and Market Musings From CIO Bob Doll
The Crossmark investment leader expects 2022 to be more challenging for investors, as central banks unwind supportive policies in response...
Tips for Sourcing Diverse Talent in 2022
According to one advisory firm leader who has had success creating a diverse and dynamic team, anyone who says there...
Can the Adviser Industry Make Real DE&I Progress in 2022?
Experts who work on adviser industry diversity, equity and inclusion efforts see reasons for optimism in the New Year, but...
The Role of Firm ‘Culture’ in an Evolving Industry
Adviser industry leaders engaged in merger and acquisition activity often say a target firm’s culture matters as much as its...
Office Space in 2022: Flexibility Is Key
When most advisers transitioned to fully remote offices in spring 2020, few imagined they’d still be working on how (and...
SPACS, the Advisory Business and M&A Trends
Adam Dooley talks with PLANADVISER about the company he wants to buy with his new special purpose acquisition company, which...
Will the Supreme Court Give Plan Sponsors Any Relief From Excessive Fee Lawsuits?
They haven’t gotten any solutions so far from lower courts, but a high court ruling could affect the number of...
Northwestern University Supreme Court Argument Analysis
Two expert attorneys who listened to this week’s oral arguments in Hughes v. Northwestern University say they would “rather be...
The 2022 M&A Outlook: Bumper or Bust?
Experts foresee strong interest in retirement industry merger and acquisition deals continuing next year, but firms may have more difficulty...
Moving From Words to Actions on Diversity, Equity and Inclusion
Adviser industry professionals tasked with addressing the serious lack of diversity and inclusion in their field say the events of...