Cybersecurity Strategies for the Adviser Industry
Effective cybersecurity strategies start with the right tone at the top, with senior leaders who are committed to improving their...
EXCLUSIVES
TDFs, Passive Funds and Income Products Shape the DCIO Landscape
Sources say plan sponsors are beginning to realize the value of differentiating services—from retirement income solutions to securities lending capabilities—now...
Washington Update: Industry Turns Attention to Portman-Cardin Bill
The president’s budget proposal may be short on retirement reforms, but members of Congress are already looking beyond the SECURE...
Blockchain and AI’s Role in Retirement Planning
Among the most popular ideas for the use of blockchain is creating verified digital identities for participants, while others hope...
Record Low Unemployment Spotlights Benefits Generosity
Generous and well-designed employee benefits are even more essential when the unemployment rate dips well below 4%—and so is cultivating...
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?
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...