EXCLUSIVES

A Crash Course in Social Security Maximization

Cost of living increases, claiming age, marital status and work history all complicate Social Security claiming strategies.

Your Clients’ Cybersecurity Concerns

Retirement plan advisers can help plan sponsor clients know their providers are taking the right steps to protect participant data—without exposing information hackers can find.

How To Make 529 Plan Service Pay Off

Offering advice about 529 college savings plans can deepen client relationships, though such services are not usually big revenue drivers on their own.

M&A Brings Wealth, Retirement Together

CAPTRUST talks with PLANADVISER about its growth through mergers and acquisitions—and how this speaks to industry trends impacting private wealth and retirement plan business.

Is Your Advisory Business Market-Ready?

There are many succession options for retirement plan advisers planning for their own futures, but whatever route an owner may take, advanced planning will improve the process.

Clear Ground Rules Essential With 3(38) Fiduciary Clients

Experts share strategies for helping advisers taking on 3(38) fiduciary clients understand how they can set up the right processes and procedures—up front—for dealing with client concerns and questions about the investment menu.

Plan Success Beyond the Usual Statistics

High-level averages are often used to talk about the retirement readiness of a given defined contribution plan population, but the numbers can be misleading when it comes to assessing real outcomes for individual employees.

Sellers’ Market Brings Succession Planning to the Fore

RIA industry analysts and executives agree that it’s a “sellers’ market” when it comes to acquisitions and mergers among independent advisory shops; they warn many potential sellers are ill-prepared for an ownership transition.