PLANADVISER July/august 2021

What Is Too Few?

In the aftermath of the Aon–Willis Towers Watson merger deal falling apart, it might be time to reflect on the industry.

Legislative and Judicial Actions

Financial assistance for multiemployer plans; faith-based entities may now benefit from the public student loan forgiveness program; FINRA project examines how regulators can support diversity; and more.

Career Mentor or Advocate?

Underrepresented groups are advancing in financial services, but what helps the most is having a workplace advocate—someone to champion their abilities when they’re not in the room.

On the Move

Transactions, promotions and new hires in the financial advisory industry.

Talking Points

Consequences of climate change and a tale of two economies.

‘Like’ Me

How to procure, and use, client endorsements to advertise your practice.

Look Toward the Future

The pandemic has brought adviser succession planning to the fore.

Dick Darian

CEO of Wise Rhino Group talks M&As.