M&A Mechanics: What to Know Before Selling or Buying
How is an advisory practice’s value measured? What determines the revenue measurement—or the multiple?
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Estate Plan Essentials
What should advisers understand about the patterns of inheritance, and how can they be prepared to help their clients make...
Ready for a New Market?
Nonprofits and other sponsors of 403(b) plans need the fiduciary and investment expertise of specialist retirement plan advisers.
Advisers Giving Back: SentinelCares and the Corporate Cup
One of Sentinel’s many charitable engagements has directly benefited a little girl named Cora, the granddaughter of a longtime employee,...
Adviser Managed Accounts. A Good Fit?
The past few years have seen a number of recordkeepers roll out new “adviser managed accounts,” i.e., managed accounts that...
Stretch IRA’s Disappearance Demands Trust Adjustments
“There is a lot of work that some clients should do right away—it’s actually imperative to address these issues in...
Keeping Defaulted Participants on the Right Path
Roughly 80% of participants initially accept target-date funds when they are offered as the default investment, although acceptance declines to...
What Might the SECURE Act Mean for Lifetime Income?
Giving retirement plan sponsors legal protections when they offer lifetime income products doesn’t change the fact that investors generally have...
The Year in ERISA Litigation
As have previous years, 2019 brought major settlements and decisions in retirement-plan focused litigation, including some precedent-setting appellate and Supreme Court decisions.
2020 Will Be Another Year of Adviser Philanthropy
The editorial team of PLANADVISER was blown away by the generosity of advisers recognized in our 2019 Advisers Giving Back...
2019—the Year of Mergers and Acquisitions
Wells Fargo, PSC, Aspire, Charles Schwab, Hub International, CAPTRUST and many other firms have been involved in significant merger and acquisition activity this year.
Advisers Giving Back: A Nationwide Network of Giving
Under the CBIZ Cares program, employees at CBIZ’s 100 offices around the nation are encouraged to volunteer their time in...
A New Way to Think About Building a Retirement Planning Practice
What is your closing rate for 401(k) plans? Have you tried offering simpler solutions?
Allocating Committee Time in 2020
Reviews of the investment menu often take up the most committee time, but is that the best practice?
Business Owners Dream (Wrongly) of an Easy Retirement Transition
Business owners believe strongly in the value of their businesses, so they are often tempted to reinvest everything into the...